Enabling the Use of Employee-Specific Expense Folders
You can configure NetSuite to predefine dedicated folders where employee-specific expense report attachments are automatically saved. If you have the Administrator role, you can see the contents of these folders, but employees cannot locate or access these attachments from the File Cabinet. Employees must instead access their expense attachments from the expense report record.
Watch the following help video for information about enabling employee-specific expense folders:
To enable the use of employee-specific expense folders:
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Go to Setup > Company > Enable Features.
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Click the Company tab.
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Under Data Management, check the Enhanced File Security – Use Employee Specific Folders box.
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Click Save.
Use the Expense Report Attachments Migration Tool to migrate any existing expense attachments to the File Cabinet dedicated employee expense folder structure. The migration tool searches all expense reports for files that should be moved to the predefined user folders. For more information, see Expense Report Attachments Migration Tool.