Payments by Status Portlet
The Bank Connect – Payments by Status portlet provides a real-time view of Bank Connect payments & status directly from your NetSuite dashboard.
This portlet is included with the Bank Connect bundle and can be added to any NetSuite dashboard using the steps below.
Add the Portlet to Your Dashboard
- Navigate to the dashboard you wish to edit (i.e. Home or Bank Connect).
- Click Personalize in the upper-right corner of the dashboard.
- Select Custom Search from the available dashboard content. The Custom Search portlet will be added to your dashboard.
- In the new Custom Search portlet, click Set Up.
- Select the saved search: Bank Connect - Payments by Status.
- Click Save. The portlet will immediately begin displaying Bank Connect payment information.
Tip: You can drag and drop the portlet to any location on your dashboard after it has been added.
Using the Portlet
Once configured, the portlet displays all Bank Connect payments along with key payment details, including:
- Payment Date
- Document Number
- Vendor
- Payment Amount
- Bank Connect Date Created
- Bank Connect Payee
- Bank Connect Bank Details
- Current Bank Connect Status
Filter by Status
Use the Status dropdown at the top of the portlet to display only payments in a specific Bank Connect status. This makes it easy to monitor payments that require attention or verify the progress of submitted payments.