Installation
Step 2: Register & Login
Learn how to register and log in while securing 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 4: Bank Authentication
Log in to your bank account and authenticate the ERP connection.
Step 6: Let NetSuite Talk to Your Bank
Give NetSuite permission to talk to your bank with this guide.
Step 7: Install Bank Bundle
Looking for a specific bundle? This document offers step-by-step instructions on effectively searching for and advancing to the next stage in the installation wizard.
Step 8: Configure NetSuite Features
Enable the NetSuite features you want to use with the plugin.
Step 9: Create a New Security Token
Use NetSuite to create a new security token and use it for your plugin setup.
Step 10: Connection Status
Let the installation wizard work its magic and run the connection between your ERP and bank.
Step 11: Account Matching
Follow this step to learn how to match your ERP accounts with the corresponding bank accounts.
Step 12: 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 13: Plugin Access Management
Start giving users access to view the plugin pages with these script deployments.
Step 14: NetSuite Role Permission Setup
Use this guide to learn how to set up your user roles and permissions for the plugin.
Step 15: Install Entity Bank Details Bundle
To set up Payables, you will need to install the plugin bundle and store vendor and entity bank details in NetSuite.
Step 16: Configure Dashboard
Personalize your Dashboard to quickly view bills and balances.
Step 17: Configure SuiteApps Reports Balances
Personalize your SuiteApps with the Reports Balance app to quickly view balances. Give other users access to this app with the script deployment.