Once the Veem Bundle is installed on Netsuite, the bank account that will be used to make payments must be updated to become Veem aware.
To make a bank account on Netsuite Veem aware, follow the steps below:
Step 1: In Netsuite, click "Setup" in the top menu bar.
Step 2: Choose the "Accounting" section
Step 3: Click "Chart of Accounts"
Step 4: Under the "Chart of Accounts" section, there will be a list of different accounts currently linked to Netsuite. Find the bank account that you wish to use for Veem payments in this list.
Step 5: Click "Edit"
Step 6: Click "Save". No changes have to be made to the bank account on the "Edit" screen.
Step 7: Click "Ok".
The bank account selected on Netsuite is now Veem aware, and can be used to send payments on Veem. To complete the Veem/Netsuite integration setup, learn how to set up a payment profile here.
Still need help? You can chat or call our Customer Success team here.