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How to create a Saved Search for ACH Coastal Software: Vendor Bank Details (Security)?
We're users of Coastal's Integrated ACH payment system and need to implement a search in NetSuite so we can be alerted whenever a change is made to a Vendor's ACH information.
I cannot seem to get to this data (unless there is a trick I am missing) ... I've read through a number of posts here in the Forum as well as in SuiteAnswers; it sounds like if you are using the native Electronic Payment Bundle this information is accessible, but not with the integrated Coastal ACH. Can you confirm this?
We are looking to make the Vendor's ACH information more secure either via Role Permissions or an Alert (saved search, workflow, etc.) whenever this data is changed. There does not appear anyway to access this information and changes to this Banking data are not stored in System Notes.