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On this page we explain how to add attachments to the transactions created via the Fast Four Bank Reconciliation tool.
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Introduction
Fast Four Bank Reconciliation is a customisable solution that you can extend with standard Netsuite fields and functionalities. One of the requirements can be being able to upload attachments automatically when reconciling the bank statements. In this article we will provide a showcase how you can do so.
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Although this manual offers the possibility to add attachments to the bank statement lines, we do not recommend to enter multiple attachments at the same time or for large statements containing more than 100 lines. |
Create new field - Bank Statement Transaction field - where the attachment will be entered
Using Administration or other Full Access role,
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After saving the field and the record, proceed to step 2.
Create new field - Netsuite field - where the attachment will be stored
Next step is to create a transaction body field, where the attachment (or actually the link to it) will be stored. Here we follow standard steps how to create the custom field and we decide to which transactions we want this to be applied (Journal, Custom Payment, Vendor Payment …).
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Create a field with following setup - you may choose again the label, and the transaction type on which you will be storing the attachments from the bank statement. Good practice is to also use certain naming convention both for the label & ID.
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Set the additional field logic
Now we have to open the bank account configuration and add the logic for this additional field.
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