ANS-1307 · ACCOUNTING & FINANCIAL CONFIGURATION
Why Is the Customer List Empty on NetSuite Expense Reports?
Ensure proper feature enablement and accounting preferences are configured to display customers and projects on expense reports.
Short answer
To populate the customer list on NetSuite expense reports, verify that 'Bill Costs To Customers' is enabled under Setup > Company > Enable Features > Transactions. Additionally, confirm that 'Show Projects Only for Time and Expense Entry' is unchecked in Setup > Accounting > Accounting Preferences. For projects to appear, the employee must be assigned as a resource.
Scenario
Users submitting expense reports in NetSuite may encounter an empty customer list, preventing them from associating expenses with specific customers. This issue typically arises from specific feature configurations or accounting preference settings within the NetSuite environment.
Solution
To resolve an empty customer list on NetSuite expense reports, ensure the following configurations are correctly set:
Verify that the 'Bill Costs To Customers' feature is enabled. Navigate to
Setup > Company > Enable Features > Transactionsand confirm thatBill Costs To Customersis checked.Check accounting preferences to ensure projects are not exclusively shown for time and expense entry. Go to
Setup > Accounting > Accounting Preferencesand confirm thatShow Projects Only for Time and Expense Entryis not checked.To display projects within the expense list, an additional step is required:Ensure the employee is designated as a resource on the relevant project.
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