Learn how to install and set up Entity Bank Details to start securely storing vendor and employee bank information.

Entity Bank Details Installation & Setup (NetSuite)

Learn how to import, export, and update EBD for both vendors and employees in this guide.

Entity Bank Details Bundle Import/Export (NetSuite)

Navigate NetSuite's Entity Bank Details (EBD) bundle to add vendor bank account information and manage history logs.

Viewing Entity Bank Details (NetSuite)

Learn how to enable, use, approve, and manage the history of the Entity Bank Details Approvals functionality.

Entity Bank Details Approvals (NetSuite)

Stay up to date with the latest improvements by regularly updating your Entity Bank Details bundle for NetSuite.

Update Entity Bank Details Bundle (NetSuite)

Looking for a comprehensive document? Our expertly crafted resource covers a range of topics to provide the information you need. Discover valuable insights, tips, and best practices all in one place. Boost your knowledge and make informed decisions with 

Setting Default Payment Information (NetSuite)

Entity Bank Details

ExpenseReportsRails

pluginBankName

netsuiteScriptId

ProductAssistant

bankRepresentative

AccountsReceivables

companionapp

FISPANsync

bank representative or with a member of our onboarding or support team

preonboarding

noreply

FISPANsproduct

fispanportal

FISPAN

product-feedback@fispan.com or on the FISPAN Feature Request Portal 

productfeedback

checkdeliverycode

Supportname

supportemail

bankadministrator

entitiyaddress

Historicalbankdata

SuiteAppName

SuppportRepresentative

ShortName

ProductName

Test

BusinessDays

YourBank

MyBank

First Citizens Bank

Welcome

Getting Started

Pre-Onboarding Checklist (NetSuite)

Installation

Post-Onboarding Checklist (NetSuite)

Sandbox Checklist (NetSuite)

User Management via the Portal

Plugin Setup

Plugin Management

User Management

Vendor Management

Configuration

Accounts Payable

Cash Management

Bank Feeds

Product Features

FAQs (NetSuite)

NACHA 2021 FAQs

Failed Bills (NetSuite)

NetSuite Approval Limitations (Informational)

Troubleshooting

Release Notes (NetSuite)

Entity Bank Detail Release Notes

Release Notes

NetSuite

Pre-Onboarding Checklist (Intacct)

Post-Onboarding Checklist (Intacct)

Sandbox Checklist (Intacct)

Plugin Setup 

FAQs (Intacct)

Release Notes (Intacct)

Intacct

Pre-Onboarding Checklist (Business Central)

Post-Onboarding Checklist (Business Central)

Sandbox Checklist (Business Central)

FAQs (Business Central)

Approval Limitations (BC365)

Release Notes (Business Central)

Business Central

Product Assistant

Failed Payment Notifications

ACH Requirements

Payment Requirements

Contact Us

Feature Requests

Support

bc365

intacct

netsuite