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.

To ensure users can view and utilize the plugin, a NetSuite administrator must grant them permission. You can follow Step 13: Plugin Access Management and Step 14: 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.

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 or CPA.

You can follow Entity Bank Details Installation & Setup (NetSuite) or Step 15: Install Entity Bank Details Bundle for instructions on how to install this bundle. Use the Entity Bank Details Approvalsentity feature to ensure any change to an Entity's Bank Details is approved by a secondary approver.

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 15: 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.

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. NetSuite’s Bank Statement Parsers bundle is also a required install for those wishing to use the Bank Feeds feature.

Please follow instructions on Enabling Bank Feeds (NetSuite) for instructions on how to set up your bank feeds.

If there are transactions that need to be manually imported, follow the steps outlined in the Import Transactions Into NetSuite section of the Managing Balances & Transactions (NetSuite)Balances and Transactions page.

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) 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.

Ensure you have added the credits and discounts to your vendors by following the instructions on Applying Discounts (NetSuite)this page and Applying Bill Credits During Payment (NetSuite).

Remittance Advice emails will change how you talk to vendors and make paying bills easier. Payment details are automatically sent to your vendors right after a bill is paid, giving them what they need to quickly check their records.

Follow these steps in Remittance Advice (NetSuite)rem to enable and manage your Remittance Advice settings.