Post-Onboarding Checklist (NetSuite)

you are almost ready to use the plugin there are a few additional steps that are required in order to use the product to its full potential review all items in this guide to ensure you are not missing anything note for sandbox users, feel free to skip the steps that may not apply to your use case we strongly recommend following the sandbox checklist (netsuite) docid\ qncnhlwakka21hqplhuzb grant permissions to ensure users can view and utilize the plugin, a netsuite administrator must grant them permission you can follow step 11 plugin access management docid 0tcwtpvsb3xlhybjtqa7f and step 12 netsuite role permission setup docid 62h0a dy5dm4wvnn4kdiq to enable permissions install the entity bank details bundle note if you are not an accounts payable user, please skip this step the entity bank details bundle, in combination with the standard netsuite vendor and employee record, will store all information required to submit payments via the bundle this bundle stores payment details for ach and other more complex payment methods this is a mandatory install if you wish to make payments through more complex methods outside of ach you can follow entity bank details suiteapp installation & setup (netsuite) docid 6fl fvvukarug ds3nh7z or step 13 install entity bank details suiteapp docid\ pessu4xkfcu1qxo4s3q01 for instructions on how to install this bundle enter bank details into the bundle note if you are not an accounts payable user, please skip this step there are a few ways to enter your vendor or employee bank details into the entity bank details bundle they are as follows option 1 manual entry refer to storing bank account information on step 13 install entity bank details suiteapp docid\ pessu4xkfcu1qxo4s3q01 for instructions on how to manually add entity bank details to a payee option 2 import via csv template refer to entity bank details bundle import/export (netsuite) docid\ qdrhsozb72qkymuxfuo9p for instructions on how to bulk import bank details using our pre formatted csv template if you are a current user of netsuite’s electronic bank payments bundle, you may migrate ach and check information using our electronic bank payments export feature refer to the transferring bank details from electronic bank payments bundle section of entity bank details bundle import/export (netsuite) docid\ qdrhsozb72qkymuxfuo9p enable bank feeds note for sandbox users, please skip this step the plugin adds support for bank feeds through a custom connectivity method, which allows transactions from your bank accounts to flow automatically into netsuite's match bank data module please follow instructions on enabling bank feeds docid\ sknx7weskshvwuj2vhgbg for instructions on how to set up your bank feeds set default payment methods users are able to set a default payment method for their payees to speed up their day to day payment workflow follow the instructions on setting default payment information (netsuite) docid rcctd1nk4s xyml7fupp for how you can do this manually on a per payee basis, or through a mass update via csv import if you do not have a default payment set for a payee, you may choose one at the time of payment