---
title: Post-Onboarding Checklist (NetSuite)
slug: bmo/post-onboarding-checklist-netsuite
description: Learn how to maximize the potential of a plugin with this comprehensive document. It offers step-by-step instructions for granting permissions, installing the Entity Bank Details bundle, managing bank details, enabling bank feeds, etc.
docTags: bSho0M8HRjDvZq9EBIWDy
createdAt: 2023-04-25T22:54:22.000Z
---

You are almost ready to use the plugin. There are a few additional steps that are required in order to use the product to its full potential. Review all items in this guide to ensure you are not missing anything.

:::hint{type="info"}
**NOTE:** For Sandbox users, feel free to skip the steps that may not apply to your use case. We strongly recommend following the [Sandbox Checklist (NetSuite)](docId\:f7r1-YP17X3y_fmBqwtVt).
:::

***

## Grant Permissions

To ensure users can view and utilize the plugin, a NetSuite administrator must grant them permission. You can follow [Step 14: Plugin Access Management](docId\:PPz-iNERPzpkKraqffuFG) and [Step 15: NetSuite Role Permission Setup](docId\:tspsJw9UB-263brgsT5eM) to enable permissions.

***

## Install Entity Bank Details bundle 

:::hint{type="info"}
**NOTE: **If you are not a Accounts Payable user, please skip this step.
:::

Entity Bank Details bundle, in combination with the standard NetSuite vendor and employee record, will store all information required to submit payments via the bundle. This bundle stores payment details for ACH, CPA, and other more complex payment methods. **This is a mandatory install if you wish to make payments through more complex methods outside of ACH or CPA.**

You can follow [Entity Bank Details Installation & Setup (NetSuite)](docId\:PNddo_T5FeDruuVKSE6s0) or [Step 16: Install Entity Bank Details Bundle](docId\:WMrwbQRnaOwTUMVs0s9uH) for instructions on how to install this bundle.

***

## Enter Bank Details Into the Bundle

:::hint{type="info"}
**NOTE: **If you are not a Accounts Payable user, please skip this step.
:::

There are a few ways to enter your vendor or employee bank details into the Entity Bank Details bundle. They are as follows:

### Option 1: Manual entry through the Entity Bank Details bundle interface

Refer to **Storing Bank Information** on [Step 16: Install Entity Bank Details Bundle](docId\:WMrwbQRnaOwTUMVs0s9uH) for instructions on how to manually add Entity Bank Details to a payee.

### Option 2: Import bank details via CSV template

Refer to [Entity Bank Details Bundle Import/Export (NetSuite)](docId:43Rn8qflS4fYHrN-Zt9my) for instructions on how to bulk import bank details using our pre-formatted CSV template.

If you are a current user of NetSuite’s Electronic Bank Payments bundle, you may migrate ACH and CHECK information using our Electronic Bank Payments export feature. Refer to the **Transferring Bank Details from Electronic Bank Payments Bundle **section of[Entity Bank Details Bundle Import/Export (NetSuite)](docId:43Rn8qflS4fYHrN-Zt9my).

***

## Enable Bank Feeds

:::hint{type="info"}
**NOTE:** For Sandbox users, please skip this step.
:::

The bank bundle adds support for Bank Feeds through a custom Connectivity Method, which allows transactions from your bank accounts to flow automatically into NetSuite's Match Bank Data module.

Please follow instructions on [Enabling Bank Feeds (NetSuite)](docId\:ZnQF0jDarXKu16_qCoUwR) for instructions on how to set up your bank feeds.

***

## Set Default Payment Methods

Users are able to set a default payment method for their payees to speed up their day-to-day payment workflow. 

Follow instructions on [Setting Default Payment Information (NetSuite)](docId\:iUsi8pGV6hODXnqbIs0-m) for how you can do this manually on a per-payee basis, or through a mass update via CSV import.

If you do not have a default payment set for a payee, you may choose one at the time of payment.