We must meet the following prerequisites to use Bill Capture:
- The Bill Capture feature is included in the AP Automation module. This module must be provisioned first in the account before we proceed with the prerequisites.
- The Bill Capture email feature is implemented through the Transaction Email Capture SuiteApp. This SuiteApp must be provisioned and installed in the account before we can use email capture of bills.
- Enable the A/P feature. Go to Setup > Company > Enable Features. Click the Accounting subtab. Under Basic Features, click the A/P box.
- Enable the File Cabinet feature. Go to Setup > Company > Enable Features. On the Company subtab, under Data Management, click the File Cabinet box.
- For email capture, Custom Records, Client SuiteScript, and Server SuiteScript must be enabled. Go to Setup > Company > Enable Features. On the SuiteCloud subtab, click the Custom Records, Client SuiteScript, and Server SuiteScript boxes.
- Enable the Bill Capture feature. Go to Setup > Company > Enable Features. Click the Accounting subtab. Under Basic Features, click the Bill Capture box.
- Set our Bill Capture Preferences.
- Choose a role that can access Bill Capture, such as AP Clerk, Accountant, or CFO.
- Grant permissions to the employees who will use Bill Capture.
- Optionally, set up Duplicate Record Detection.
- An administrator can turn on the Duplicate Detection & Merge feature at Setup > Company > Enable Features on the Company subtab in the Data Management section.
- Set up Duplicate Number Warnings, Warn and Block at Setup > Accounting > Preferences > Accounting Preferences (Administrator).
- To prohibit individual overrides of company preferences, disable the Duplicate Number Warnings option on the Override Preferences subtab at Setup > Company > General Preferences.
Prerequisites of transaction Email Capture SuiteApp
Before installing the Transaction Email Capture SuiteApp, make sure the AP Automation module is provisioned in our NetSuite account.
Additional features must also be enabled in our NetSuite account before we can use the SuiteApp.
| Feature | Enable Features Subtab |
| A/P (Accounts Payable) | Accounting |
| Bill Capture | Accounting |
| Custom Records | SuiteCloud |
| Client SuiteScript | SuiteCloud |
| Server SuiteScript | SuiteCloud |
Installation of the SuiteApp
The Transaction Email Capture SuiteApp is a paid SuiteApp. It is also a managed SuiteApp bundle that automatically updates whenever enhancements or new features are added.
To install the Transaction Email Capture SuiteApp:
- Go to Customization > SuiteBundler > Search & Install Bundles
- In the Keywords field, use the following information to search for the SuiteApp:
- Bundle Name: Transaction Email Capture
- Bundle ID: 459771
- On the Bundle Details page, click Install.