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 follow this flow 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) docid\ ocrja0q43wubikdq1lf9g 1\ grant permissions to ensure users can view and utilize the plugin, a netsuite administrator must grant them permission you can follow step 13 plugin access management docid\ fffivtj5rvaatjpikecwh and step 14 netsuite role permission setup docid\ st6atodpes5rz18jckfyb to enable permissions 2\ set up vendor payment information data if you do not already store your vendors' bank account data within netsuite, you will have to add it to make payments update payment methods via csv (netsuite) docid 2zjmfmcgy4bxjbshotrjk will walk you through how to successfully mass import 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 3\ enable bank feeds for sandbox users, please skip this step the bank bundle adds support for bank feeds through a custom connectivity method and transaction parser, 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\ omoofe9g3i y39zlzpoew for instructions on how to set up your bank feeds 5\ 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 4j6tfviewx34jsiild3ro 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