Looking for a self-serve installation experience? Check out our guides, starting at 

in a Sandbox environment containing any custom workflows, scripts, or third-party applications you may have.

Prior to joining the onboarding call, please follow the below steps to ensure that installation process runs smoothly. Any missed steps may result in the onboarding call being rescheduled to a later time.

Our onboarding calls require a NetSuite Administrator (or someone with sufficient permissions) to be present in the call. The below is what we require this user to have access to do:

If no attendees have permissions to do the above, the call may be rescheduled.

The "Multiple Currencies" feature in NetSuite 

 in order for the bank plugin to function. 

The bank plugin was built with muti-currency at the forefront in order to support growing business who scale beyond single-currency operations. For this to be possible in NetSuite, it is mandatory to enable the "Multiple Currencies" NetSuite feature. Attempting to use the plugin without this feature enabled will result in a SuiteScript error on every page.

You can verify your "Multiple Currencies" setup by navigating to 

The "Multiple Currencies" feature can be found within the Company tab.

NetSuite offers OneWorld and non-OneWorld editions. Please check if Subsidiaries are present in your NetSuite environment. If Subsidiaries are present, you are on a OneWorld edition.

Some features in your bank plugin may be incompatible with non-OneWorld editions of NetSuite as they require Subsidiaries to be enabled.

Your bank plugin works best in NetSuite environments that do not have any customized workflows or scripts that block or alter standard Accounts Payable workflows, such as bill payment creation or the vendor record. Common examples include approval workflows. Please check with your bank representative or with a member of our onboarding or support team for what payment approval steps are available to you.

For users moving into Production, please ensure you have tested your bank plugin thoroughly in a NetSuite Sandbox environment that contains custom workflows or scripts that pertain to Accounts Payable.

Note Any Third-Party Plugins or Applications

Other third-party plugins, applications, or integrations within NetSuite may not work perfectly with your new bank plugin. 

For users moving into Production, please ensure you have tested your bank plugin thoroughly in a NetSuite Sandbox environment containing relevant third-party applications to avoid any future disruption to service.

All users moving into Production should test the bank plugin in a NetSuite Sandbox environment alongside any custom workflows, scripts, or third-party plugins or applications. This will ensure a smoother transition onto the bank plugin and help avoid any future disruption to service.

 page for a number of suggested scenarios to test.

Make a note of where your payee's bank details are currently stored. Our supplementary Entity Bank Details bundle currently allows users to migrate data from NetSuite's Electronic Bank Payments bundle, while also providing import templates for banking data that may be stored elsewhere.

We strongly recommend using our Entity Bank Details bundle for greater support of additional payment types and for a smoother user experience.

The NetSuite bank plugin and the supplementary Entity Bank Details bundle is currently not able to support the following:

You should have received an invitation email from your bank with links to install the bundle in NetSuite. Ensure that at least one person attending the call has access to this email, whether they were the original recipient or it was forwarded to them.

Setup → Company → Company Information

. Within the Company Information page you can find your Account ID. Copy this Account ID somewhere and save it as we will need this information during the installation process.

While not a mandatory step, configuring your NetSuite Company’s Features ahead of time will speed up the onboarding process significantly. Please follow the below steps to enable the 

 → Accounting → Accounting Preferences

 tab, enable the “Use Account Numbers” checkbox.

Discover a seamless self-serve installation experience with our comprehensive guides, meticulously designed to assist you every step of the way. Dive into the process starting from Step 1 and unlock a hassle-free installation journey like never before. Em

Pre-Onboarding Checklist (NetSuite)

Step 1: Invitation Email

Step 2: Register & Login

Step 3: Select ERP

Step 4: Permissions

Step 5: Install Bank Bundle

Step 6: Let NetSuite Talk to Your Bank

Step 7: Configure NetSuite Features

Step 8: Creating a New Security Token

Step 9: Connection Status

Step 10: Account Matching

Step 11: Plugin Access Management

Step 12: NetSuite Role Permission Setup

Step 13: Install Entity Bank Details Bundle

Step 14: Configure SuiteApps Reports Balances

Installation and Set-up

Post-Onboarding Checklist (NetSuite)

Setting Up Multi-Factor Authentication

Mapping Bank Accounts (NetSuite)

Minimum Permissions (NetSuite)

Setting Default Payment Information (NetSuite)

Storing Vendor Payment Information (NetSuite)

NetSuite Approval Limitations (Informational)

Updating the Plugin (NetSuite)

Uninstalling the Plugin (NetSuite)

Enabling French Canadian Support (NetSuite)

Configuration