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 at its full potential. Follow this flow to ensure you are not missing anything!
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).
To ensure users can view and utilize the plugin, a NetSuite administrator must grant them permission. You can follow Step 11: Plugin Access Management and Step 12: NetSuite Role Permission Setup to enable permissions.
If you would like more information on the minimum level of permissions required for the plugin, please refer to Minimum Permissions (NetSuite) for more details.
If you are not a Payables user, please skip this step.
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, CPA, and other more complex payment methods. This is a mandatory install if you wish to make payments through more complex methods outside of ACH or CPA.
You can follow Entity Bank Details Installation & Set-up or Step 13: Install Entity Bank Details Bundle for instructions on how to install this bundle.
If you are not a Payables 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:
Refer to "Storing Bank Information" on Step 13: Install Entity Bank Details Bundle for instructions on how to manually add Entity Bank Details to a payee.
Refer to Entity Bank Details Bundle Import/Export 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.
For Sandbox users, please skip this step.
The bank bundle 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 for instructions on how to set up your bank feeds.
Users are able to set a default payment method for their payees to speed up their day-to-day payment workflow. Follow instructions on Setting Default Payment Information 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.