Installation
Step 3: Select ERP
Welcome to the plugin installation wizard! Start by selecting your ERP.
Step 5: Let NetSuite Talk to Your Bank
Give NetSuite permission to talk to your bank with this guide.
Step 6: Install Bank Bundle
Learn how to search for and install the SVB Go Link bundle with step-by-step instructions. Find out the specific command to search for the bundle and proceed to the installation wizard.
Step 7: Configure NetSuite Features
Enable the NetSuite features you want to use with the plugin.
Step 8: Creating a New Security Token
Use NetSuite to create a new security token and use it for your plugin setup.
Step 9: Connection Status
Let the installation wizard work its magic and run the connection between your ERP and bank.
Step 10: Account Matching
Follow this step to learn how to match your ERP accounts with the corresponding bank accounts.
Step 11: 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.
Step 12: Plugin Access Management
Start giving users access to view the plugin pages with these script deployments.
Step 13: NetSuite Role Permission Setup
Use this guide to learn how to setup your user roles and permissions for the plugin.
Step 14: Installing Entity Bank Details Bundle
To set up Payables, you will need to install the plugin bundle and store vendor and entity bank details in NetSuite.
Step 15: Configure SuiteApps Reports Balances
Personalize your SuiteApps with the Reports Balance app to quickly view balances. Give other users access to this app with the script deployment.