NetCash Installation

OVERVIEW 

In order to access NetCash within NetSuite, the proper application must first be installed. 

Note: the below steps must be completed by an individual with “Access Token Management” permission, it is recommended that this is an individual with Administrator permission. Additionally, this individual must stay active in NetSuite, otherwise, the token will not work. This will cause Netgain nor the client to be unable to push updates to the system. If this individual does become inactive in the system, a new token will need to be created. If this situation occurs, please reach out to your Netgain contact for instructions on creating a new token. 

 STEP BY STEP PROCESS 

• Confirm that the bundle "SuiteCloud Development Integration" is setup in the desired environment by navigating to Customization > SuiteBundler > Search & Install Bundles > List

  • If not already installed, install this bundle into the account following the instructions in this NetSuite article

• Confirm that "Custom Records", "Custom Transactions", "OAuth 2.0", "Token-Based Authentication", and "REST Web Services" are enabled in the system by navigating to Setup > Company > Enable Features > SuiteCloud 

• Once confirmed, an individual with “Access Token Management” permission can navigate to Home > Manage Access Tokens > New My Access Token (go to the dashboard and scroll down to the settings section, this is where you will find Manage Access Tokens) View full size

• Select the Application Name of “SuiteCloud Development Integration” View full size
• Select Save 
  
• Copy the Access Token ID and Token Secret (Once the record is left, the credentials will no longer appear) View full size  

• Once you have copied the Token ID and Secret, navigate to the Netgain provisioning site

• Select "Sign In" View full size

• If you are not already signed into NetSuite, you will be directed to sign in

• On the authorization screen select "Continue" View full size
• You will now be redirected back to the provisioning screen
• Select Tokens  View full size
  
  
  

• Select New View full size

• Enter applicable token information and select Save View full size

• Navigate back to Apps and select NetCash View full size

• On the NetCash screen select Install View full size

• Once installed, you will see NetCash as a Center Tab in NetSuite

• Now that the application has been installed, all desired individuals must be given the appropriate permissions. To do this, reference the NetCash Roles and Permissions article.