Installing the Approval-Automation Bundle

Abstract

To streamline vendor bill approvals in NetSuite, administrators must install the SquareWorks Approval-Automation Bundle. This bundle enables automated routing of vendor bills for internal review and sign-off, reducing manual oversight and improving accountability. The feature is especially useful for finance departments that manage a high volume of vendor bills or require role-based approval logic before payment can proceed.

This article outlines the installation process for the Approval-Automation Bundle.

Installing the Approval-Automation Bundle from the SuiteBundler

To enable vendor bill approval automation, administrators must install the SquareWorks Approval-Automation Bundle using NetSuite's SuiteBundler tool. The steps below guide you through locating the correct bundle using its ID, initiating installation, handling confirmation prompts, and verifying the bundle’s successful deployment. This process ensures that the automation feature is available and functional before configuration begins.

Follow these steps to install the Approval-Automation bundle:

1. To begin the installation, make sure you are logged into NetSuite with an Administrator role or an equivalent full-access role:

   

2. From the NetSuite home screen, go to Customization at the top navigation bar, hover over SuiteBundler, and click Search & Install Bundles:

   

3. When the Search and Install Bundles page opens, locate the Keywords field and initiate the search. Type 310718 and click the Search button:

   

   Then, after the search is complete, click the SQW Automate: Approval Automation bundle from the results:

   

1. Once the Bundle Details page of the SQW Automate: Approval Automation appears, click the Install button to begin the installation process:

   

   When prompted with a confirmation pop-up, click OK to continue:

   

2. After confirming, wait for the Preview Bundle Install screen to appear:

   

3. To finalize the installation, click Install Bundle, and click OK once more in the follow-up pop-up window:

   

   

4. Once the installation starts, you may wait for the automatic page refresh or click the Refresh button manually to view the update of the Installed Bundles page:

   

5. To verify a successful installation, look for a green check mark (✔️) on the Status column of SQW Automate: Approval Automation bundle:

   

This concludes the installation of the Approval-Automation bundle.