---
title: Post-Onboarding Checklist (NetSuite)
slug: commercebank/post-onboarding-checklist-netsuite
description: Learn how to use a plugin to its full potential with this comprehensive document. It covers step-by-step instructions on granting user permissions, installing the Entity Bank Details bundle, entering bank details, enabling bank feeds, and setting default 
docTags: bSho0M8HRjDvZq9EBIWDy
createdAt: 2023-04-25T22:29:29.000Z
---

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. Follow this flow 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\: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

:::hint{type="info"}
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.