Discussions
Join us for complimentary one-day events around the world and step into a future fueled by AI and limitless potential. Explore new breakthroughs, sharpen your skills, and connect with experts who are shaping what’s next. Experience bold keynotes, interactive learning, and connections that span the global NetSuite community. Discover what's next at SuiteConnect Tour 2026.
NetSuite Admin Tip | Comprehensive Permissions Required for Full Bank Feed Access by a Custom Role
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
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.