Setting up and using banking features
NetSuite offers a variety of features for banking (deposits, checking, credit card handling, and reconciliations). Many of those features can be automated in some sense (depending on the countries involved) via imports and exports.
Always remember that there are special permissions for most of the banking features, so unless you access NetSuite with the administrator role (which only a few people should do), you will need someone to grant your role these permissions before you can access the features. Most of the time, a given user will be assigned the role they need to use these features but it’s still a good idea to read the Help page titled Permissions for Banking Features for more information.
Your job in helping the client set up these features will be to know them well and to know how to tweak them if that is needed. For instance, features such as Deposits and Write Checks are easy enough to learn about, but your...
