Step 1

In NetSuite, go to Customization > Forms > Transaction Forms then search for the form type that the report is being exported as in NetSuite (Expense Report, Journal Entry, or Vendor Bill,) and click Edit next to the form that has the Preferred Checkbox checked.

Step 2

If the report is being exported as an Expense Report:

  • Go to Screen Fields > Expenses (the Expenses tab farthest to the right) > make sure the field Created From has the Show checkbox checked.

If the report is being exported as a Journal Entry:

  • Go to Screen Fields > Lines > make sure the field Created From has the Showcheckbox checked.

If the report is being exported as a Vendor Bill:

  • Go to Screen Fields > Main > make sure the field Created From has the Showcheckbox checked.

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