Step 1: Confirm User(s) Have Correct Permissions

Navigate to Setup → User/Roles → Manage Roles

 on the role you would like to edit. After selecting Edit, go to the 

Step 2: Confirm Users are an Audience for the Appropriate Scripts

Add employee roles by selecting the appropriate employee, department or role you would like to assign. Then, select Save.

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Setting Up Permissions

Excluding Duplicate Transactions

Switching from CSV to BAI2 Bank Feeds (NetSuite)

Enabling Legacy Bank Feeds (NetSuite)

Enabling Bank Feeds (NetSuite)

BusinessDays

YourBank

MyBank

Welcome

Untitled

Pre-Onboarding Checklist (NetSuite)

Installation and Set-up

Post-Onboarding Checklist (NetSuite)

Vendor Bank Details

Temp

Vendor Payables

Bank Statements (NetSuite)

Account-to-Account Transfers (NetSuite)

Remittance Advice (NetSuite)

Employee Expense Reports (NetSuite)

Positive Pay (NetSuite)

Features

Supported Versions (NetSuite)

FAQ (NetSuite)

NACHA 2021 FAQ

Failed Bills

Managing Security Tokens (NetSuite)

Troubleshooting

Sandbox Checklist (NetSuite)

Release Notes (NetSuite)

Entity Bank Detail Release Notes

Release Notes

NetSuite

Pre-Onboarding Checklist (Intacct)

Post-Onboarding Checklist (Intacct)

Plugin Configuration

Balances & Transactions

Account-to-Account Transfers (Intacct)

Positive Pay (Intacct)

Remittance Advice (Intacct)

FAQ (Intacct)

Intacct Functionality Overview

International Wire Payments

Sandbox Testing (Intacct)

Release Notes (Intacct)

Pre-Onboarding Checklist (BC365)

Installation

Post-Onboarding Checklist (BC365)

Configuration

Information Reporting

Remittance Advice (BC365)

Sandbox Checklist (BC365)

FAQ (BC365)

Release Notes (BC365)

Business Central 365

Cutoff Times

Account Transfers Requirements

ACH Requirements

Check Requirements

FedWire Requirements

International Payment Requirements

Supported Countries for International Payments

Payment Requirements

Failed Payment Notifications

EASI Link Release Site Guide

Switching From One ERP to Another

Term Glossary

Feature Requests

Contact Us

Support