After entering the Token ID and Token Secret in the last step, the wizard will begin to run a connection check to validate all details entered in the previous steps.

If there are no issues, a large green checkmark will appear to confirm that the connection has been established. Click on 

If the connection check failed, a large red X icon will appear. A list of possible reasons for failure will appear, such as validation errors on data entered in previous wizard steps, a misconfiguration of NetSuite features, or the plugin is not correctly installed in NetSuite. 

 after reviewing and making any changes to features within NetSuite. This will re-trigger the Connection Check.

 to return to navigate back to previous steps and re-enter any potentially incorrect data. Stepping forward again through the wizard will also re-trigger the Connection Check.

This document contains important information.

Step 8: Creating a New Security Token

Step 9: Connection Status

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YourBank

MyBank

Step 10: Account Matching

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Welcome

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Pre-Onboarding Checklist (NetSuite)

Installation 

Post-Onboarding Checklist (NetSuite)

Setting Up Multi-Factor Authentication

Mapping Bank Accounts (NetSuite)

Setting Default Payment Information

Storing Vendor Payment Information

NetSuite Approval Limitations (Informational)

Updating the Bundle (NetSuite)

Uninstalling the Bundle (NetSuite)

Enabling French Canadian Support (NetSuite)

Plugin Setup

Paying Bills (NetSuite)

Viewing Bill History (NetSuite)

Vendor Payables

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Enabling Bank Feeds (NetSuite)

Adding Accounts to Bank Feeds (NetSuite)

Disabling Bank Feeds (NetSuite)

Migrating Bank Feeds (NetSuite)

Information Reporting

Remittance Advice (NetSuite)

Entity Bank Details Installation & Set-up

Viewing Entity Bank Details

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Update Entity Bank Details Bundle

Vendor Bank Details

FAQ (NetSuite)

NACHA 2021 FAQ

Failed Bills (NetSuite)

Managing Security Tokens (NetSuite)

Troubleshooting

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Release Notes (NetSuite)

Entity Bank Detail Release Notes

Release Notes

NetSuite

Pre-Onboarding Checklist (Intacct)

Installation and Set-up

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Configuration

Plugin Configuration

Paying Bills (Intacct)

Payment Methods (Intacct)

Viewing Bill History (Intacct)

Managing Balances & Transactions

Bank Feed Requirements (Intacct)

Enabling Bank Feeds (Intacct)

Adding Accounts to Bank Feeds (Intacct)

Disabling Bank Feeds (Intacct)

Reconciliation Rule & Rule Set (Intacct)

Balances & Transactions

Remittance Advice (Intacct)

Sandbox Checklist (Intacct)

Release Notes (Intacct)

Pre-Onboarding Checklist (BC365)

Installation

Post-Onboarding Checklist (BC365)

Remittance Advice (BC365)

FAQ (BC365)

Sandbox Checklist (BC365)

Release Notes (BC365)

Failed Payment Notifications

ACH Requirements

Check Requirements

FedWire Requirements

VCN Requirements

International Payments via USD

Payment Requirements

Term Glossary

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