Installation
Step 2: Register & Login
Learn how to register and log in while securing your accounts with alternative Multi-Factor Authentication (MFA) methods like SMS, authenticator apps, or email.
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
Looking for a specific bundle? This document offers step-by-step instructions on effectively searching for and advancing to the next stage in the installation wizard.
Step 7: Configure NetSuite Features
Enable the NetSuite features you want to use with the plugin.
Step 8: Create 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 (NetSuite) https //support. fispan.
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 set up your user roles and permissions for the plugin.
Step 14: Install Entity Bank Details Bundle
To set up Accounts Payable, you will need to install the plugin bundle and store vendor and entity bank details in NetSuite.
Step 15: Configure Dashboard
Personalize your Dashboard to quickly view bills and balances.
Step 16: 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.