Installation
Post-Onboarding Checklist (NetSuite)
Use this checklist to ensure you have not missed anything in the plugin setup!
Step 2: Register & Login
Learn how to register and log in while securing your accounts with alternative Multi-Factor Authentication (MFA) methods like SMS, authenticator apps, or email.
Step 3: Select ERP
Welcome to the plugin installation wizard! Start by selecting your ERP.
Step 5: Let NetSuite Talk to Your Bank
Give NetSuite permission to talk to your bank with this guide.
Step 6: Install Bank Plugin
Follow these steps to install the SuiteApp and advance to the next stage in the installation wizard.
Step 7: Configure NetSuite Features
Enable the NetSuite features you want to use with the plugin.
Step 8: Create a New Security Token
Use NetSuite to create a new security token and use it for your plugin setup.
Step 9: Connection Status
Let the installation wizard work its magic and run the connection between your ERP and bank.
Step 10: Account Matching
Follow this step to learn how to match your ERP accounts with the corresponding bank accounts.
Step 11: Set Up Approval Rules
Approval rules let you control how payments are reviewed and authorized before they are sent. Setting up an approval workflow ensures every payment is checked against your organization's policy from day one.
Step 12: Enable Bank Feeds
Bank feeds let your settled bank transactions flow automatically into your ERP for reconciliation, removing the need to export and import bank statements manually. Follow the instructions below to connect your bank for automatic transaction syncing.
Step 13: Plugin Access Management
Start giving users access to view the plugin pages with these script deployments.
Step 14: NetSuite Role Permission Setup
Use this guide to learn how to set up your user roles and permissions for the plugin.
Step 15: Install Entity Bank Details SuiteApp
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Step 16: Configure SuiteApps Reports Balances
Personalize your SuiteApps with the Reports Balance app to quickly view balances. Give other users access to this app with the script deployment.