Post-Onboarding Checklist (NetSuite)
You are almost ready to use the plugin. There are a few additional steps that are required in order to use the product at its full potential. Review all items in this guide to ensure you are not missing anything.
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).
Grant Permissions
To ensure users can view and utilize the plugin, a NetSuite administrator must grant them permission. You can follow Step 12: Plugin Access Management and Step 13: NetSuite Role Permission Setup to enable permissions.
Set Up Payee Payment Information Data
If you do not already store your payee' bank account data within NetSuite, you will have to add it to make payments. Payment Methods - New (NetSuite) will walk you through how to successfully setup payee data into NetSuite via the plugin.
In Sandbox, we recommend testing the import functionality with a few bank accounts to make test payments before trying this in production.
Enable Bank Feeds
NOTE: For Sandbox users, please skip this step.
The plugin 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) 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 the instructions on Setting Default Payment Information (NetSuite) 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.