Bank Feeds
Enabling Bank Feeds (NetSuite)
Learn how to perform code type mapping for BAI2 Step 4 with this comprehensive document. See how the process is carried out through an informative email exchange with [svb.
Adding Accounts to Bank Feeds (NetSuite)
Use this guide to add and configure Bank Feeds for new accounts. Bank Feeds must be enabled by following the Enabling Bank Feeds (NetSuite) guide before completing the following steps to add new accounts.
Setting Up Permissions (NetSuite)
Ensure your users have the correct permissions to access bank feeds and are part of the appropriate audience for the relevant scripts by following this guide.
Migrating Bank Feeds (NetSuite)
To leverage the latest improvements in Bank Feeds functionality, including increased reliability and better balance reporting, your NetSuite administrator must update the bank bundle, deactivate the existing Bank Feeds configuration, and set up the new service using the \[Bank] Transaction Feed parser. Instructions to complete these steps can be found on this page.
Disabling Bank Feeds (NetSuite)
Learn how to efficiently disable a financial institution for Bank Feeds in NetSuite with this step-by-step guide.
Enabling Legacy Bank Feeds (NetSuite)
The bank bundle 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. To enable Bank Feeds in your NetSuite environment, please follow the steps outlined in this guide.