Client Request:
“We need a more secure system for managing employee expense report documents to ensure that sensitive financial information is protected. It’s crucial that only authorized personnel can access these files, and employees should not have the ability to locate or access these attachments. Can you provide a solution for these requirements?”
Solution:
Feature: ENHANCED FILE SECURITY
NetSuite’s Enhanced File Security – Employee Expense Report Folders feature effectively addresses these needs. By enabling this feature, you can enhance file security by having expense file attachments automatically submitted to a dedicated employee expenses folder, predefined by the system. Importantly, only users with the Administrator role can access and view the contents of these folders, ensuring that sensitive financial information is protected. Employees are unable to locate or access these attachments from the File Cabinet, and they must access their expense report attachments directly from the respective expense report records. With this solution, you can reinforce the security of your employee expense report documents, prevent unauthorized access, and ensure compliance with data protection requirements.
NetSuite’s Enhanced File Security – Employee Expense Report Folders feature offers organizations the ability to:
- Automatic Submission: Businesses can ensure enhanced file security by enabling the automatic submission of expense file attachments to a dedicated employee expenses folder. This folder is predefined by the system, providing a structured approach to storing and managing expense-related documents.
- Access Control: Importantly, only users with the Administrator role can access and view the contents of these folders. Employees, on the other hand, are unable to locate or access these attachments from the File Cabinet. Instead, they must access their expense attachments directly from the corresponding expense report records, ensuring the confidentiality of sensitive financial information.
Navigation:
To enable NetSuite’s Enhanced File Security – Employee Expense Report Folders feature, Go to
Setup -> Company> Enble features -> General tab -> Enhanced File Security
