Expense Reporting Access Levels

Expense reporting capabilities depend on your Expense Report permission access level. See the following tables for an overview of expense reporting capabilities available for each access level.

NetSuite for iOS Expense Reporting Access Levels

Permission

Access Level

Expense Reporting Capabilities

Expense Report

None

  • The My Expenses portlet is unavailable for this access level

  • Expense logging is available from the login screen

Note:

To submit expense reports you need to switch to a role that includes an access level that includes the ability to create expense reports.

Expense Report

View

  • The My Expenses portlet is unavailable for this access level

  • Expense logging is available from the login screen and the My Expenses portlet

Note:

To submit expense reports you need to switch to a role that includes an access level that includes the ability to create expense reports.

Expense Report

Create

  • The My Expenses portlet is available for this access level

  • Expense logging is available from the login screen and the My Expenses portlet

  • You can create and submit expense reports

Expense Report

Edit

  • The My Expenses portlet is available for this access level

  • Expense logging is available from the login screen and the My Expenses portlet

  • You can create and submit expense reports

  • You can edit expense reports

Expense Report

Full

  • The My Expenses portlet is available for this access level

  • Expense logging is available from the login screen and the My Expenses portlet

  • You can create and submit expense reports

  • You can edit expense reports

NetSuite for Android Expense Reporting Access Levels

Permission

Access Level

Portlet Capabilities

Expense Report

None

  • The My Expenses portlet is unavailable for this access level

  • Expense logging is available from the login screen

Note:

To submit expense reports you need to switch to a role that includes an access level that includes the ability to create expense reports.

Expense Report

View

  • The My Expenses portlet is available for this access level

  • Expense logging is available from the login screen and the My Expenses portlet

  • Creating expense reports is not permitted

Note:

To submit expense reports you need to switch to a role that includes an access level that includes the ability to create expense reports.

Expense Report

Create

  • The My Expenses portlet is available for this access level

  • Expense logging is available from the login screen and the My Expenses portlet

  • You can create and submit expense reports

Expense Report

Edit

  • The My Expenses portlet is available for this access level

  • Expense logging is available from the login screen and the My Expenses portlet

  • You can create and submit expense reports

  • You can edit expense reports

Expense Report

Full

  • The My Expenses portlet is available for this access level

  • Expense logging is available from the login screen and the My Expenses portlet

  • You can create and submit expense reports

  • You can edit expense reports

Additional Information:

My Approvals in NetSuite for Mobile

Related topics:

NetSuite for Mobile Expense Reporting
Logging an Expense with NetSuite for Mobile
Creating an Expense Report with NetSuite for Mobile

General Notices