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 to 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 docid\ nsgos gczwokvqig4rkog g rant permissions to ensure users can view and utilize the plugin, a netsuite administrator must grant them permission you can follow docid\ erjjjpofeksemq4lsosvo and docid 2brado338m1ocw0g1 wkz to enable permissions install entity bank details suiteapp note if you are not an accounts payable user, please skip this step the entity bank details suiteapp, in combination with the standard netsuite vendor and employee record, will store all information required to submit payments via the suiteapp this suiteapp stores payment details for ach and other more complex payment methods this is a mandatory install if you wish to make payments through more complex methods outside of ach you can follow docid\ m5hjj5m3nqexfz1vug2p5 or docid\ lcoemp36pokul3kjnroar for instructions on how to install this suiteapp enter bank details into the suiteapp note if you are not an accounts payable user, please skip this step there are a few ways to enter your vendor or employee bank details into the entity bank details suiteapp they are as follows option 1 manual entry refer to storing bank account information on docid\ lcoemp36pokul3kjnroar for instructions on how to manually add entity bank details to a payee option 2 import via csv template refer to docid\ y6o8ljlc53d4kbkfomiju for instructions on how to bulk import bank details using our pre formatted csv template if you are a current user of netsuite’s electronic bank payments bundle, you may migrate ach and check information using our electronic bank payments export feature refer to the transferring bank details from electronic bank payments bundle section of docid\ y6o8ljlc53d4kbkfomiju enable bank feeds note for sandbox users, please skip this step the bank plugin adds support for bank feeds through a custom connectivity method, which allows transactions from your bank accounts to flow automatically into netsuite's match bank data module please follow instructions on docid 1 53a2oyhcnagh9 zlnhu for instructions on how to set up your bank feeds 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 the instructions on docid\ mumksp8oiuomif wncwym 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