Please ensure you have all Entity Bank Details permissions before proceeding with using the Approvals functionality. You can confirm the required permissions here: 

For approvals, there are two additional pages and permissions sets. Please add these permissions to users who require access to the Settings and Approvals pages.

By enabling approvals, all changes made in the Entity Bank Details will now require a secondary approver. This approver can be anyone who has access to the Approvals page, but it cannot be the person who made the initial change. A change is defined as adding a new record, updating an existing record or deleting an existing record. 

While a change is pending, payments cannot be made to that entity and the respective payment page will block payments for the entity until the change has been approved. 

For example, Jenna changed Company X's bank account information in Entity Bank Details. Jenna can access the Approvals page but she will be blocked from approving the change. Bibek however, has access to the Approvals page and can either approve or reject this change. 

To enable approvals, navigate to Setup > Entity Bank Details > Settings. 

The Settings page is where you can enable or disable approvals. You can also enable and disable approvals for changes made via the Import page. 

To enable these settings, select the APPROVAL ON ALL CHANGES checkbox and click 

All changes must be approved before you can disable approvals again.

By enabling approvals, every change made via Import on the Import/Export page will now require a change. You can enable skipping approvals on import on the settings page. This setting also cannot be modified if there are pending approvals. 

To make a change to a vendor or employee record, navigate to Setup > Entity Bank Details > Overview. 

Three types of changes trigger approvals: 

Make the desired changes to the entity's record. Change the record and click 

When asked to confirm the change, be aware that no payments can be made to this vendor or employee until the changes have been approved.

A blue banner appears on vendor records with changes pending and a red alert icon is displayed on the affected bank details record.

The blue banner reminds you that payments cannot be completed until the change is approved. 

The alert icon indicates which record has been modified. If a record has a pending change, it cannot be edited again until the change is approved or rejected. 

If a vendor has a pending change on a record, you can edit, create or delete additional records, but not the record that has a pending change. 

Since payments are blocked for this vendor or employee, the payment page will display bills with a red alert icon indicating the payment cannot be processed and their select checkbox is disabled.

You can also make changes via CSV import to records and have those changes require approvals. 

Navigate to Setup > Entity Bank Details > Import/Export. 

On the Import/Export page, you can either download a blank template or generate an existing export file. 

You can then make changes or add data to the export file. 

Add your Import file to the box and select 

The plugin will process the imported data and notify you if there are pending changes for a record. 

Payments are blocked for any entity with outstanding changes until the changes are approved or rejected.

To approve changes, you must have access to the Approvals page and you cannot be the user who changed the entity's record.

The page will now display any records that have outstanding changes. Click 

 to see the change and to begin approving or rejecting changes. 

, a popup appears and outlines the changes.

If the record you are approving has been designated as a Primary account, you will be able to either agree with this or disable the account as a primary account. 

Please note this option will only appear if a record's primary setting is being updated or if a new bank account is being added. 

After reviewing the changes, select Approve or Reject. If unsure about a change, select the arrow beside the pop-up to move to the next record and return to this change later. 

When you approve a record, a pop-up window will ask you for final confirmation.

Once the change is approved, a checkmark window indicates the change was successfully approved and saved. 

The updated entity record can be viewed on the Overview page. Payments are no longer blocked for this vendor or employee and any outstanding payments can be processed. 

After 10 seconds, the pop-up moves to the next record so you can continue reviewing changes. You can also click forward using the arrow icons. 

When prompted to provide a Reason for Rejection, provide an explanation up to a maximum of 250 characters.

An X icon window indicates the change was rejected and the vendor's record was not updated. 

You can now successfully make payments for this vendor or employee. 

Navigate to the next record using the arrow icon or by waiting 10 seconds. 

To view a history log of all changes, navigate to the History page. 

The History page displays a record of all changes made and approved. If the approvals are not enabled for some historical changes, some details like Reviewed By or Status will be missing. 

For Approved changes, a pop-up confirms it has been Approved. It outlines key information such as who indicated the change, who approved it and what attributes were modified. 

Once finished looking at the pop-up, click 

Entity Bank Details Bundle Import/Export

Entity Bank Details Approvals

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Welcome

Untitled

Pre-Onboarding Checklist (NetSuite)

Installation and Set-up

Post-Onboarding Checklist (NetSuite)

Setting Up Multi-Factor Authentication

Mapping Bank Accounts (NetSuite)

Setting Default Payment Information

Storing Vendor Payment Information