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New to NetSuite | Transaction Permission > Transfer Funds Permission
As part of our ongoing New to NetSuite series, we have previously explored the New to NetSuite | Permissions and delved into the New to NetSuite | Permissions > Transaction Subtab.
In this article, we will focus on one specific and powerful permission within this category: Transfer Funds
The Transfer Funds permission in NetSuite grants access to tasks related to transferring funds between accounts.
- Using the Bank Transfers and Transfer Funds tasks.
- Searching for Bank Transfers.
- Viewing and editing Transfer records.
Where do you set this?
Role Permissions: You assign the Purchase Order permission to a role via Setup > Users/Roles > Manage Roles > Permissions > Transactions.
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Michelle Jabanes | NetSuite Support Community Administrator