Save time paying bills by setting vendor default payment methods, and choose to group bills into one lump sum payment for vendors. Follow the steps below:

. Then, select the bank plugin tab in the sub-menu. Here you will be able to set the Default Payment Method and enable the option to Group Bills for Payment.

 fields for your bank to the list. Then, select 

Select the blank area under the appropriate columns and select the default payment method or bill grouping option for each vendor.

This method uses NetSuite's Import CSV functionality. To begin, first create a CSV file with the following column headers:

 The Vendor ID being referenced is NOT the internal NetSuite ID, but rather the Vendor ID field on the Vendor record. 

Fill in the CSV file with the relevant Vendor IDs, the desired default payment methods, and indicate whether or not you wish to group bills for payment. Name the CSV file (we suggest "default_payment_information") and save your changes.

Then, head into NetSuite and Navigate to 

Setup → Import/Export → Import CSV Records

Then select the CSV file you have created and select 

Map the fields as per the example below. Then, select 

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Mapping Bank Accounts (NetSuite)

Setting Default Payment Information

BusinessDays

YourBank

MyBank

Storing Vendor Payment Information

Commerce Bank

Welcome

Untitled

Pre-Onboarding Checklist (NetSuite)

Installation and Set-up

Post-Onboarding Checklist (NetSuite)

Configuration

Vendor Bank Details

Plugin Setup

Vendor Payables

Information Reporting

Employee Expense Reports (NetSuite)

Remittance Advice (NetSuite)

Features

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) (cloned)

Post-Onboarding Checklist (Intacct)

Plugin Configuration

Balances & Transactions

Remittance Advice (Intacct)

Sandbox Testing (Intacct)

Release Notes (Intacct)

Pre-Onboarding Checklist (BC365)

Installation

Post-Onboarding Checklist (BC365)

Remittance Advice (BC365)

FAQ (BC365)

Sandbox Checklist (BC365)

Release Notes (BC365)

Pre-Onboarding Checklist (QBO)

Installation & Set-up

Post-Onboarding Checklist (QBO)

Setting Up Multi-Factor Authentication

Re-Authentication (QBO)

Payments

Remittance Advice

FAQ (QBO)

Release Notes (QBO)

Xero

Approval Portal

Failed Payment Notifications

ACH Requirements

Payment Requirements

Feature Requests

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