Automate Overview & Prerequisites
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SquareWorks Automate is a NetSuite SuiteApp designed to streamline and enhance various finance and operations processes within your NetSuite account. Administrators need to follow certain steps to ensure SquareWorks Automate is properly installed and linked before configuring additional features like Invoice AI, Expense Accrual Automation, Payment Automation, and SuiteQL Playground. By completing these prerequisites, organizations can seamlessly integrate advanced functionality that reduces manual work, increases accuracy, and provides deeper insights. An example use case is an organization wanting to automate its invoice processing workflow and enable a playground for testing SuiteQL queries to expedite system customizations.
This knowledge base article details the required steps to get SquareWorks Automate up and running in your NetSuite account. It covers an overview of SquareWorks Automate, briefly explaining each available feature, and a step-by-step guide to installing the SuiteApp. By following the instructions below, you’ll set the groundwork for additional configuration and unlock the full capabilities of the SquareWorks Automate platform.
SquareWorks Automate consolidates several automation tools within NetSuite, including Invoice AI, Expense Accrual Automation, Payment Automation, and the SuiteQL Playground. These features rely on the core functionality provided by the SquareWorks Automate SuiteApp. Before you can enable or configure any of these modules, you must first complete the installation of the SuiteApp in your NetSuite account.
Before proceeding with configuration guides for Invoice AI or other SquareWorks Automate features, you need to ensure that the SuiteApp is installed correctly in your NetSuite account. The installation process is documented in the Installing Automate Configuration Guide, which provides a detailed walkthrough. Refer to that guide to verify the steps described here are completed properly.
If you want to begin setting up the SquareWorks Automate SuiteApp, open your NetSuite environment:
To go to the SquareWorks Automate SuiteApp page, navigate to the SuiteApp Marketplace by opening the Customization menu and hovering over SuiteCloud Development:
Once you’re ready to locate the application, use the search bar on the top-left to search for the SquareWorks Automate SuiteApp in the marketplace:
When you confirm the correct SuiteApp, click the Install button to start the process:
After installing SquareWorks Automate, verify that it appears under your Installed SuiteApps list. To go there, open the Customization menu, hover over SuiteCloud Development, and select Installed SuiteApp List:
By confirming that SquareWorks Automate shows up in the Installed SuiteApps screen, you know the installation was done correctly:
Once these steps are completed, your account will be prepared for the specialized features offered by SquareWorks Automate, including Invoice AI, Expense Accrual Automation, Payment Automation, and the SuiteQL Playground. By following the process above, you ensure that all required dependencies and linked accounts are in place before proceeding with further setup or customization.
