Account Transfers Requirements

requirements account transfers are only eligible in usd between bank accounts located in the us both bank accounts must be linked via the fispan wizard both bank accounts must be at the same financial institution mandatory fields on netsuite journal entry forms do not exceed the fields listed below date currency exchange rate subsidiary account any additional mandatory fields beyond those listed above will block the bank plugin from creating and saving journal entries for funds transfers note users on bundle version 2022 23 and older must grant access to non admin roles for the following restlets customdeploy \[mybank] transfer r customdeploy \[mybank] transfer chart r these restlets can be located by navigating to customization > scripting > script deployments once here, set the type filter to restlet , search the page for "transfer" as seen in the restlets above, click edit , and select the appropriate roles to apply to the restlet within the audience section of the page users on bundle version 2023 1 0 and newer do not need to complete this step, as the restlet is applied to all roles by default please update to the latest version