Securely store and manage your vendors' and employees' detailed banking information directly within NetSuite.

Entity Bank Details for NetSuite

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

Entity Bank Details SuiteApp Installation & Setup (NetSuite)

 View the Vendor or Employee bank detail records in the Entity Bank Details (EBD) SuiteApp on the Overview page.  Additionally, you can view or export all the changes taken on the Entity Bank Details SuiteApp in the History page.

Viewing Entity Bank Details (NetSuite)

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

Entity Bank Details Bundle Import/Export (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

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Managing Security Tokens (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

Goldman Sachs

Welcome

Getting Started

Pre-Onboarding Checklist (NetSuite)

Installation

Post-Onboarding Checklist (NetSuite)

Sandbox Checklist (NetSuite)

User Management via the Portal

Plugin Setup

Setting Up Multi-Factor Authentication

Mapping Bank Accounts (NetSuite)

Minimum Permissions (NetSuite)

Storing Vendor Payment Information (NetSuite)

Setting Default Payment Information (NetSuite)

Updating the SuiteApp (NetSuite)

Uninstalling the Plugin (NetSuite)

Configuration

Bank Feeds (NetSuite)

Cash Management 

Accounts Payable

Features

FAQ (NetSuite)

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 

Updating Vendors via CSV (Intacct)

Intacct Approval Process (Informational)

Updating the Plugin (Intacct)

Mapping Bank Accounts (Intacct)

Supporting Multiple Entities

Setting up Multi-Factor Authentication

Uninstalling the Plugin (Intacct)

Bank Feeds (Intacct)

Cash Management

Accounts Payable 

FAQ (Intacct)

Release Notes (Intacct)

Intacct

Contact Us

Support

intacct

netsuite