Enabling Payment Automation in NetSuite

Abstract

Payment Automation is an integrated solution designed to streamline payment processing by automating vendor payments and payee management. This article guides you through the process of enabling Payments Automation.

Prerequisites

Before enabling Payments Automation, ensure that the following prerequisites are met:

• Administrator Role: You must be logged in as an Administrator or a role with equivalent full-access permissions to modify payment automation settings.

• Payments Automation Access: Your NetSuite account must have access to Payments Automation. If this feature is not available, contact your NetSuite administrator or service provider.

Once these prerequisites are met, you can proceed with enabling Payments Automation.

Enabling Payments Automation

Enabling Payments Automation grants access to its payment processing features and automated vendor payment workflow.

1. To enable Payments Automation, first, you need to access the configuration settings. Click the SquareWorks menu, select Automate, and then click the Settings tab:

   

2. Next, locate Payment Automation under My Features, and click the Settings button in front of it:

   

   This will take you to the configuration page where you can enable Payments Automation.

3. Once on the configuration page, find the Payments Automation Enabled toggle switch under Advanced Settings. Click on it to activate the feature, then click the Save button to confirm and apply the changes:

   

   Once saved, Payments Automation will be activated.

4. After enabling the feature, you’ll notice a new Payments Automation section appearing in your navigation bar:

   

   This confirms that the feature has been successfully activated.

5. Now, navigate to the Home Page and check that the Payments Automation section is visible. Here, you’ll see a list of Payees Payments confirming that the feature is integrated into your dashboard:

   

6. Finally, open the Settings Page to ensure that the Payments Automation section is also displayed there:

   

   This page will provide access to further configuration options and settings.

After enabling Payments Automation, you can proceed with further configuration, including:

• Setting up payment workflows and approval processes.

• Configuring vendor payment preferences.

• Associating payments with verified business entities.

For more detailed configuration steps, refer to the Payments Automation Configuration Guide.