/
Create a folder

Create a folder

  • 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.

Step-by-step guide

  1. Go to Documents > Files > File Cabinet > New
  2. Name the folder 'Bank Statements' or any other name you prefer
  3. Review permissions to the folder (which is recommended, else everybody with access to the file cabinet can view the contents of the files)
  4. Save the folder.
  5. After saving, take note of the internal ID of the folder. This can be done in two ways:
    1. After saving, look at the URL of the page. The number after "&folder=" is the internal ID of the folder. So if the URL is: "/app/common/media/mediaitemfolders.nl?folder=724&whence=" then the id of the folder is 724.
    2. If you have enabled Show Internal IDs in the Home > Set Preferences section, you can go to the list of folders and view the internal ID in the list.

Related content

Bank Account Configuration
Bank Account Configuration
More like this
General preferences
General preferences
Read with this
Auto processing Bank Statement files that are in the file cabinet
Auto processing Bank Statement files that are in the file cabinet
More like this
Installation and setup
Installation and setup
Read with this
Add attachments to reconciled transactions
Add attachments to reconciled transactions
More like this
Roles and permissions
Roles and permissions
Read with this