The first page of the installation wizard contains a brief summary of the wizard's purpose, along with prompts to review and complete the pre-onboarding checklist.

Once you have finished the pre-onboarding checklist, click the toggle next to 'I have completed the pre-onboarding checklist.' The 

button will then become clickable.

To proceed to the next step, click 

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Step 4: Select ERP

Step 5: Overview

Test

BusinessDays

YourBank

MyBank

Step 6: Permissions

Commerce Bank

Welcome

Untitled

Pre-Onboarding Checklist (NetSuite)

Installation and Set-up

Post-Onboarding Checklist (NetSuite)

Configuration

Vendor Bank Details

Temp

Vendor Payables

Information Reporting

Employee Expense Reports (NetSuite)

Remittance Advice (NetSuite)

Positive Pay

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)

Installation

Post-Onboarding Checklist (Intacct)

Plugin Setup

Balances & Transactions

Remittance Advice (Intacct)

Sandbox Testing (Intacct)

Release Notes (Intacct)

Intacct

Pre-Onboarding Checklist (BC365)

Post-Onboarding Checklist (BC365)

Plugin Configuration

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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