Viewing Entity Bank Details

notice all entity bank details for both vendors and employees alongside all history logs are stored in your netsuite environment please ensure you are regularly exporting your entity bank detail records and your history logs to prevent any potential loss, such as through uninstallation of the bundle view the vendor or employee bank detail records in the entity bank details \[ebd] bundle on the overview page additionally, you can view or export all the actions taken on the entity bank details bundle in the history page overview page the overview page shows all vendor and employee bank detail records stored in the ebd bundle users has the option to switch between the vendors and employees tab by default, the overview page is open on the vendors tab for both vendor or employee view, this page displays all vendors/employees on this netsuite company with the following columns # (id assigned by ebd) view (links to vendor or employee record) vendor or employee name email (primary email on vendor or employee record) internal id (native netsuite’s vendor or employee id) total records (number of ebd records stored by this vendor or employee) go to setup > entity bank details > overview bank details overview displaying vendors bank details overview displaying employees adding vendor bank account information click on a vendor you would like to add information for you can fill in the required fields for your desired payment rail by default, the payment method is set to domestic and united states for international payments, change the method to international after you have added all required information, please click save vendor bank details your bank does not currently support storing intermediary bank account details if you would like to have this feature available, please submit a new idea using the feedback request form on the fispan feature request portal website history the history page displays a table of all actions taken on the ebd bundle across all vendors and employees on this netsuite company the page also allows filtering of history logs by date, as well as export logs depending on the defined date range by default, this page shows vendors but users can select the employees tab to show bank detail updates on employee records the table contains the following columns modified # (id assigned by ebd, refer to overview page) vendor type of change (added, updated or deleted) user reviewed by source (ui or import) status (approved or rejected) actions go to setup → entity bank details → history see below for examples entity bank details history page displaying vendors entity bank details history page displaying employees columns for 'attribute', 'before changes', and 'after changes' appear on both view details pop ups on vendors and employees text in red and crossed out under 'before changes' denotes what this field has been changed from, and text in green under 'after changes' denotes what this field has been changed to the fields that appear on this pop up are dependent on the country, currency, and method defined as well as the type of change made to the ebd record exporting history logs notice all entity bank details for both vendors and employees alongside all history logs are stored in your netsuite environment please ensure you are regularly exporting your entity bank detail records and your history logs to prevent any potential loss, such as through uninstallation of the bundle users are also able to export history logs on the ebd history page for audit purposes how to export select the “export” button to trigger a csv download the csv export feature will only export logs that fall within the defined date range in the date filter if no date range is filtered, the export will pull all logs from when ebd was first installed history csv export columns log id ebd id modified on (date and time) vendor id vendor type of change updated, added, or deleted user the user who initiated the change user id the user id of the user who initiated the change reviewed by the user who approved or rejected the change reviewed on the time when the change was approved or rejected status approved or rejected previous entry what the record looked like before the change this will be empty if the history log item is for a net new record being added proposed entry if the entry was rejected, this is the change that was proposed if the entry was approved, this is the change that was accepted reason for rejection this will be empty if the record is approved note the same columns will appear in the report regardless of whether approvals are enabled or disabled