1. Accounting
  2. Banking
  3. Intelligent Payment Automation
  4. Setting Up Intelligent Payment Automation
  5. Managing Bank Accounts

Managing Bank Accounts

From the dashboard, the Bank Accounts page enables you to link additional bank accounts, and manage and delete bank accounts already linked with BILL.

Important:

After you add bank accounts, click Verify your identity in the Payment methods widget of the Bank Accounts page to start processing payments.

To view the Bank Accounts page:

  1. Go to Payment Automation > Dashboard > Overview.

  2. If you are using a NetSuite OneWorld account, click Overview under the Subsidiaries Using Automated Bill Payments section of the Automated Bill Payments Overview page.

  3. Click Manage Bank Accounts in the Bank Accounts portlet of the dashboard to view the Bank Accounts page.

    Alternatively, in the left panel, click Settings > Bank Accounts to view the Bank Accounts page.

  4. When you perform any action in the Bank Accounts page, you need to complete multi-factor authentication (MFA). Follow the instructions displayed on the screen to complete MFA. You can perform the following tasks from the Bank Accounts page:

    Note:

    All changes made in the BILL widget is automatically updated in NetSuite. This includes adding, deleting, or updating bank accounts and changing default bank account.

Related Topics

General Notices