Global Settings & Approval Options

Abstract

Advanced Check Printing is a SuiteBundle feature that allows administrators to manage how checks are printed, approved, and processed within NetSuite. These global settings are critical for maintaining internal controls, enforcing approval workflows, and ensuring consistency in check handling across business entities. Organizations with complex approval chains or multi-departmental financial operations especially benefit from these settings, as they provide a central point to configure both system defaults and approval logic for check processing.

This article outlines how to access and configure the global settings for Advanced Check Printing, including how to enable approval workflows that ensure checks are properly authorized before printing.

Before getting started, note that all Advanced Check Printing configuration settings are restricted to users with the Administrator role. No additional security setup is required to access these options. However, check printing itself is available to all roles by default. If needed, administrators can limit check printing access by editing the customdeploy_sw_chk_print_checks script deployment. Within the Audience tab, uncheck the Roles option and assign access only to specific roles or employees.

Configuring Global Settings and Enabling Check Approvals

To control how checks are printed and approved within NetSuite, administrators must configure the global settings under the Advanced Check Printing SuiteBundle. These settings govern everything from default behaviors to enforcement of approval workflows. Proper configuration ensures consistency in processing and enables secure check printing practices for organizations with approval requirements.

Follow the steps below to access the settings and activate the required approval options:

1. If the Advanced Check Printing bundle isn’t installed yet, navigate to the Customization menu, hover over SuiteBundler, then select Search & Install Bundles:

   

2. Once on the Search & Install Bundles page, search Check Printing or enter the keyword 288859 in the KEYWORDS box to locate the SQW Automate: Advanced Check Printing bundle. Click the bundle name, then click the Install button:

   

   
3. On the Preview Bundle Install screen, click the Install Bundle button. You will be redirected to the list of installed bundles in your account. Wait for the bundle to install. Once installed, you will see a green check mark in the Status column:

   

   

4. To begin the configuration, open the Setup menu, hover over Check Printing, and click Settings:

   

   Then, the CPB Settings page will open:

   

5. Next, review the Check Print Order section of the CPB Settings:

   

   Then, check the default settings, including options like Enable Vendor Credit Lines and Use Approval Workflow Automation, and check and uncheck them as needed:

   

This concludes the process of configuring the settings and activating the required approval options for Advanced Check Printing.