Installation
Step 2: Register & Login
Learn how to secure 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 SuiteApp
From NetSuite, start by navigating to Customization → SuiteCloud Development → SuiteApp Marketplace
Step 7: Configure NetSuite Features
Enable the NetSuite features you want to use with the plugin.
Step 8: Create a New Security Token
An access token from NetSuite is needed to proceed with the installation. Follow these steps to create a new security token in NetSuite and add it to the installation wizard.
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: 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 12: Plugin Access Management
Start giving users access to view the plugin pages with these script deployments.
Step 13: NetSuite Role Permission Setup
Use this guide to learn how to set up your user roles and permissions for the plugin.
Step 14: Install Entity Bank Details SuiteApp
To set up Accounts Payable, you will need to install the plugin bundle and store vendor and entity bank details in NetSuite.