Post-Onboarding Checklist (NetSuite)

you are almost ready to use the plugin there are a few additional steps that are required in order to use the product to its full potential review all items in this guide to ensure you are not missing anything note for sandbox users, feel free to skip the steps that may not apply to your use case we strongly recommend following the docid\ dm l7qsltzb7jz6s7tpkx grant permissions to ensure users can view and utilize the plugin, a netsuite administrator must grant them permission you can follow docid\ hsxqdw6qaxo0x7tk5mzjd and docid\ hqbx8gb1lvigkbgimhnbs to enable permissions install entity bank details bundle note if you are not an accounts payable user, please skip this step the entity bank details bundle, in combination with the standard netsuite vendor and employee record, will store all information required to submit payments via the bundle this bundle stores payment details for ach and other more complex payment methods this is a mandatory install if you wish to make payments through more complex methods outside of ach or cpa you can follow docid\ eura9xfo1pkbdxplnirll or docid\ lybtax42 mkhtodkcelid for instructions on how to install this bundle enter bank details into the bundle note if you are not an accounts payable user, please skip this step there are a few ways to enter your vendor or employee bank details into the entity bank details bundle they are as follows option 1 manual entry refer to storing bank account information on docid\ lybtax42 mkhtodkcelid for instructions on how to manually add entity bank details to a payee option 2 import via csv template refer to docid\ u kcx96o2rhnwykhw7z2 for instructions on how to bulk import bank details using our pre formatted csv template if you are a current user of netsuite’s electronic bank payments bundle, you may migrate ach and check information using our electronic bank payments export feature refer to the transferring bank details from electronic bank payments bundle section of docid\ u kcx96o2rhnwykhw7z2 enable bank feeds note for sandbox users, please skip this step the plugin adds support for bank feeds through a custom connectivity method, which allows transactions from your bank accounts to flow automatically into netsuite's match bank data module please follow instructions on docid\ cmsnz6 mitmxvzpx8uvrd for instructions on how to set up your bank feeds set default payment methods users are able to set a default payment method for their payees to speed up their day to day payment workflow follow the instructions on docid\ rougsf3rnvdarobtbowv8 for how you can do this manually on a per payee basis, or through a mass update via csv import if you do not have a default payment set for a payee, you may choose one at the time of payment