Accessing A/R Payment Instruments in NetSuite

Brazil Banking Integration saves payment instrument files, such as bank slips, in the A/R Payment Instruments File Cabinet folder. Allowing access to this folder enables employees to view and download the necessary files.

Default Access Roles

By default, the following standard roles have access to the folder:

• Administrator
• A/R Clerk

If other roles need to access these files, an administrator can grant this access. The A/R Payment Instruments File Cabinet folder is restricted to a specific dynamic group. For additional details, refer to the section on [Restricting Access to File Cabinet Folders].

Steps to Provide Access to Additional Roles

To grant access to the A/R Payment Instruments folder for additional roles, follow these steps:

1. Customize the Standard Saved Search.

   • Go to Lists > Search > Saved Searches.
   • Click Edit next to the Roles With Access to A/R Payment Instruments saved search.
   • In the Search Title field, enter a unique name for your custom saved search.
   • Add the necessary roles:
     • Click the Criteria subtab.
     • Inside Criteria, click the Standard subtab.
     • Under the Filter column, next to the Role filter, click the set description icon.
     • Select the roles to add while holding the Ctrl key to select multiple options.
     • Click Set.
   • Click Save As.

2. Select the Custom Saved Search in the Dynamic Group.

   • Go to Lists > Relationships > Groups.
   • Click Edit next to the Employees With Access to A/R Payment Instruments group.
   • In the Saved Search field, select the saved search you created.
   • Click Save.

For more information on saved searches and dynamic groups, consult the relevant sections of the documentation.