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NetSuite Admin Tip | Comprehensive Permissions Required for Full Bank Feed Access by a Custom Role

Feb 25, 2025 7:59PM edited Mar 26, 2025 6:24PM in NetSuite Admin Corner

NetSuite's Bank Feeds SuiteApp is a powerful tool that streamlines the process of transferring your financial data. It securely connects your financial institution accounts to NetSuite, utilizing the Financial Institution Connectivity Plug-In and an authorized account information service provider. This automation ensures that your bank data is seamlessly integrated into NetSuite, saving you time and effort in manual data entry.

To ensure a seamless experience with Bank Feeds, it is essential to configure the necessary permissions for Custom Roles. This guide will provide the complete list of the permissions required for a Custom Role to effectively manage and access Bank Feeds without encountering any issues.

Jeanne Padilla | General Accounting and Asset Management