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SuiteWorld October 6 - 9, 2025: Agenda Builder is live!

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

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

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In case you know someone who is new to NetSuite, we encourage you to direct them to our newly launched "New to NetSuite" page. This page is specifically designed to offer them information and guidance and help them make the most out of their NetSuite journey. Clickherefor more details.

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