Format Profile for Automatic Import After you save a financial institution record, you can add one or more format profiles to it. For more information, refer jjknowledgebase.com/post/67458 Format profiles enable you to configure settings necessary for manual or automatic import of financial institution data. There are two format profile types, and they each have different… Continue reading How to setup a format profile under the financial institution record?
Tag: automatic bank data import
How to Setup a Financial Institution record in NetSuite?
You can create a record for a financial institution. Financial institution records are for storing format profiles, which enable you to configure settings necessary for importing financial institution data. You can use format profiles to configure imports of the following: Bank or credit card data for bank reconciliation Corporate card charges for expense reporting Go… Continue reading How to Setup a Financial Institution record in NetSuite?
How to automatically import Bank Statements to NetSuite using Statement API?
Issue Client would like to import the account statements from a particular bank and to display it under the “Match Bank Data” page in NetSuite for the account reconciliation purpose. They will provide the Statement API details to import the data from the bank. Solution To automatically import bank statement data into NetSuite for reconciliation… Continue reading How to automatically import Bank Statements to NetSuite using Statement API?
Learn how to setup Automatic Bank Data Import
The Automatic Bank Data Import could be processed in NetSuite in several ways. Users have the option to select either the Bank Feeds SuiteApp or Auto Bank Statement Import (ABSI). To automate bank data imports, NetSuite is using Financial Institution Connectivity Plug-In. Not all banks are using the same Connectivity Plug-In. Due to this, NetSuite developed two types of SuiteApp… Continue reading Learn how to setup Automatic Bank Data Import