Bank feed connectivity configure which permission ...
# ask-stanley-ai
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Bank feed connectivity configure which permission needed to role
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AI generated answer (using internal Slack threads):
To configure bank feed connectivity, the following permissions might be needed: 1. Banking Features: This permission allows users to access and manage banking features in NetSuite. It includes permissions for Intelligent Transaction Matching and Account Reconciliation. 2. Transaction Creation: Depending on the type of transaction, the user might need permission to create the transaction itself. For example, if the user is adding a new charge in Match Bank Data, they might need permission to create charges. 3. Entity Bank Details: This is a custom record that can be used to control access to sensitive financial information like routing/account number. You can change the permissions on this custom record to suit your needs. 4. Bank Details and Company Bank Details: These permissions might be needed to view and manage bank details for entities and the company. Remember to assign these permissions to the appropriate roles in your NetSuite account. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.802568495
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.79931891
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.793350697
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