Installation
Step 1: Invitation Email
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Step 2: Register & Login
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Step 3: Select ERP
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Step 4: Permissions
Learn how to establish a seamless connection between your bank and NetSuite with our comprehensive guide. Access grants and select the necessary permissions, then proceed by clicking "Next.
Step 5: Let NetSuite Talk to Your Bank
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Step 6: 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 wizard.
Step 7: Configure NetSuite Features
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Step 8: Creating a New Security Token
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Step 9: Connection Status
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Step 10: Account Matching
Learn how to efficiently match accounts in the ERP system with this step-by-step guide. Discover how to easily drag and drop ERP accounts onto their corresponding bank accounts, ensuring accurate data synchronization.
Step 11: Set Up Approval Rules
Approval rules let you control how payments are reviewed and authorized before they are sent. Setting up an approval workflow ensures every payment is checked against your organization's policy from day one.
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
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Step 14: NetSuite Role Permission Setup
Learn how to set permissions for NetSuite accounts and roles with this step-by-step document. Follow specific instructions to add plugin permissions, navigate to the Manage Roles section, and edit desired roles.
Step 15: Install Entity Bank Details Bundle
The Entity Bank Details (EBD) bundle, combined with the standard NetSuite vendor and employee records, will store all the information needed to submit payments. You can add or view this vendor payment information after installation by going to Setup --> Entity Bank Details -> Overview .
Step 16: Configure SuiteApps Reports Balances
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