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 docid\ aoa5di47pbz1n5 lbcndw grant permissions to ensure users can view and utilize the plugin, a netsuite administrator must grant them permission you can follow docid\ cemectju9awzc7ayotd g and docid\ awswxcu3vmfwdwbgnkbsu to enable permissions if you would like more information on the minimum level of permissions required for the plugin, please refer to docid 0yrdsbp0hdghi43k7srv6 for more details install the entity bank details bundle note if you are not an accounts payables 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 or cpa you can follow docid\ rhfhyxavx9zqtu7gdvpfy or docid\ zupydcqvln vqktvpjgnq for instructions on how to install this bundle use the docid\ c3s1aqm1jimitz2g42qbc feature to ensure any change to an entity's bank details is approved by a secondary approver enter bank details into the bundle note if you are not an accounts 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 option 1 manual entry refer to storing bank information on docid\ zupydcqvln vqktvpjgnq for instructions on how to manually add entity bank details to a payee option 2 import via csv template refer to docid\ ikojtpo0inhiqufnj4lza 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 docid\ ikojtpo0inhiqufnj4lza 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 netsuite’s bank statement parsers bundle is also a required install for those wishing to use the bank feeds feature please follow instructions on docid 7 fqtx sny4cdpqbvomy0 for instructions on how to set up your bank feeds manually import transactions if there are transactions that need to be manually imported, follow the steps outlined in the https //support fispan com/pnc/managing balances and transactions netsuite#importing bank transactions inside netsuite section of the docid 4cosianwyiro35pzfy 1 page 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 docid\ dxzcfapann1t7zphcfgwz 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 apply credits and discounts ensure you have added the credits and discounts to your vendors by following the instructions on docid\ xcvvis buchjtbzkuisdj and docid\ pt5gznl2aoetytp2vk4bq enable remittance advice 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 docid\ qocri4 trxvkltxnrzp1s to enable and manage your remittance advice settings