---
title: Post-Onboarding Checklist (NetSuite)
slug: cnb/post-onboarding-checklist-netsuite
description: Use this checklist to ensure you have not missed anything in the plugin setup!
docTags: bSho0M8HRjDvZq9EBIWDy
createdAt: 2023-04-25T22:40:10.000Z
---

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.

:::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:9NoH6imWxm8v7MVtW7wUX).
:::

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## 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](docId:4x_l-bGyDhtMMdpudQrxw) and [Step 13: NetSuite Role Permission Setup](docId\:PaeD-cV70u7BshX9aCeHF) 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)](docId:9eglkFnXAevySo53huNCG) 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

:::hint{type="info"}
**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)](docId\:ptP4TW3TAHbRp6sBzKZOL) 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)](docId\:U8h6ihpEwLNNb5jJNdQfe) 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.