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: financial_institution
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?