View the Vendor or Employee bank detail records in the Entity Bank Details [EBD] bundle on the Overview page. Additionally, you can view or export all the actions taken on the Entity Bank Details bundle in the History page.

The Overview page shows all Vendor and Employee bank detail records stored in the EBD bundle. Users has the option to switch between the Vendors and Employees tab. By default, the Overview page is open on the Vendors tab.

For both Vendor or Employee view, this page displays all vendors/employees on this NetSuite company with the following columns:

Bank Details Overview displaying Vendors:

Bank Details Overview displaying Employees:

Click on a vendor you would like to add information for. 

You can fill in the required fields for your desired payment rail. By default, the payment method is set to 

. After you have added all required information, please click 

The history page displays a table of all actions taken on the EBD bundle across all vendors and employees on this NetSuite company. The page also allows filtering of history logs by date, as well as export logs depending on the defined date range. By default, this page shows Vendors but users can select the Employees tab to show bank detail updates on Employee records.

The table contains the following columns:

Setup → Entity Bank Details → History

Entity Bank Details History page displaying Vendors:

Entity Bank Details History page displaying Employees:

Columns for 'Attribute', 'Before Changes', and 'After Changes' appear on both View Details pop-ups on Vendors and Employees. Text in RED and crossed out under 'Before Changes' denotes what this field has been changed from, and text in GREEN under 'After Changes' denotes what this field has been changed to. The fields that appear on this pop-up are dependent on the Country, Currency, and Method defined as well as the type of change made to the EBD record. 

Users are also able to export history logs on the EBD History page for audit purposes.

Select the “Export” button to trigger a CSV download.

The CSV export feature will only export logs that fall within the defined date range in the date filter. If no date range is filtered, the export will pull all logs from when EBD was first installed.

Note: The same columns will appear in the report regardless of whether Approvals are enabled or disabled.

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Entity Bank Details Installation & Set-up

Viewing Entity Bank Details

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YourBank

MyBank

Entity Bank Details Bundle Import/Export

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Pre-Onboarding Checklist (NetSuite)

Installation and Set-up

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Setting Up Multi-Factor Authentication

Mapping Bank Accounts (NetSuite)

Setting Default Payment Information

Storing Vendor Payment Information

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Updating the Bundle (NetSuite)

Uninstalling the Bundle (NetSuite)

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Paying Bills (NetSuite)

Viewing Bill History (NetSuite)

Vendor Payables

Managing Balances & Transactions (NetSuite)

Enabling Bank Feeds (NetSuite)

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Entity Bank Details

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