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1. Create a folder to store the statement files
   Go to the NetSuite File Cabinet to create a new folder. This folder will be used to store all imported statement files. Please take note of the internal ID of the folder, this ID will be used later in the configuration.
   
   

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2. Set general preferences
   Most preferences for this SuiteApp are set per bankaccount, but there are a number of general preferences few account-wide features that can be set account-wideenabled on the General Preferences page in the Setup menu.
   
   

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3. Customise roles
   
   

4. Set up Bank Account Configuration records for every bank account
   
   

   Info
   Steps 5 to 7 are optional

5. Set up Multiple Statement Configuration records if you want to import one file for multiple bank accounts

6. Create Custom Matching rules and Payment Difference Reasons
7. Set up direct bank feeds.

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