Pre-Onboarding Checklist (NetSuite)

looking for a self serve installation experience? check out our guides, starting at step 1 here bring a netsuite administrator 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 install bundles create access tokens configure features for the netsuite company define permissions on scripts manage users/roles if no attendees have permissions to do the above, the call may be rescheduled review multiple currencies setup the bank plugin was built with multi currency at the forefront to support growing businesses that scale beyond single currency operations for this to be possible in netsuite, it is mandatory to enable the multiple currencies 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 setup → company → enable features the multiple currencies feature can be found within the company tab note your netsuite edition 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 note any custom workflows or scripts 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 confirm sandbox testing 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 please refer to the docid 9noh6imwxm8v7mvtw7wux page for some suggested scenarios to test note where banking details are stored 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 review limitations the netsuite bank plugin and the supplementary entity bank details bundle are currently not able to support the following environments without netsuite's multiple currencies feature enabled non oneworld netsuite editions (no subsidiaries) partial payments automated writing of balance or transaction data directly into the netsuite reconciliation module(s) handling of payroll or employee commissions user specific approvals within netsuite for payments submitted through the bank plugin read from the payee bank data stored outside of our supplementary entity bank details bundle conduct saved searches or run reports on bank information stored in the entity bank details bundle have the invitation email handy 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 have your netsuite account id handy this can be found by navigating to 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 configure netsuite features while not a mandatory step, configuring your company’s netsuite features ahead of time will speed up the onboarding process significantly please follow the steps below to enable the required features navigate to enable features in netsuite go to setup → company → enable features enable multiple currencies under the company tab, select multiple currencies enable expense reports under the employees tab, enable expense reports (this is required for apply bill credits functionality) enable suitecloud under the suitecloud tab, select the following items custom records client suitescript server suitescript token based authentication click save setup accounting preferences go to setup → accounting → accounting preferences enable account numbers under the general tab, select the use account numbers checkbox click save