Bank Connect Preferences

gear-solid.svg Role Required: Bank Connect Administrator

Email Sender

Select the "sender" of these emails from the employees listed in the dropdowns:

  1. Pending Payment Approval notifications will be sent from the selected Bank Connect Administrator
  2. Vendor Payment notifications will be sent from the selected Vendor Payment Sender

Email Templates

Select email templates for Pending Approval notifications and Vendor Payment notifications, set reminder cadences, etc:

  1. Pending Payment Approval notifications will be sent using the Bank Connect Approval Notification template
    1. You may create a copy and alter this template
    2. You may optionally set a cadence for Approval reminder emails by entering a number in the Approval Follow Up Every X Days field
  2. Vendor Payment notifications will be sent using the Vendor Payment Notification template
    1. You may use your own template, or create a copy and alter this template

 

Purging Audit Data

Set an audit data-disposal policy:

You can choose to automatically purge Bank Connect API audit data from your NetSuite tenant on a schedule by entering a number in the Purge API Audit Older Than X Days field. This is helpful if you need to conserve storage or if you wish to enforce data-retention and disposal policies.

Please note: Your audit data contains information that is unique to your NetSuite tenant and cannot be replaced if it is purged accidentally. It is strongly recommended that you migrate audit data to "cold storage" before purging from your tenant.

Only make Preferences changes when necessary and review your changes with Bank Connect support if you have questions.