Customizing Bank Slip and Email Templates for Brazil

TL;DR

This article guides you through customizing bank slip and email templates specifically for Brazil using the Brazil Banking Integration SuiteApp. By following these steps, you will be able to adapt the standard templates to better suit your business's needs.

Overview of the Brazil Banking Integration SuiteApp

The Brazil Banking Integration SuiteApp includes standard templates for:

• Generating bank slip files
• Sending email notifications containing bank slip or Pix information
• Notifying about pending accounts payable payments

These templates serve as a fundamental basis from which you can create personalized versions.

How to Customize Bank Slip or Email Templates

Step 1: Download the Standard Template

To initiate customization, first download the standard template:

1. Navigate to Documents > Files > File Cabinet.
2. Click on SuiteApps in the sidebar.
3. Open the com.netsuite.bankingintegrationservice folder.
4. For bank slip file templates:
   • Go to the Bank Slip Templates folder.
   • Select the Banco do Brasil folder.
   • Click Download next to the desired template.
5. For email message templates related to bank slips or pending approvals:
   • Access the Email Templates folder.
   • Download the required email template.

Step 2: Customize the Standard Template

After downloading, open the selected template using your preferred text or code editor. Be sure to save your changes under a different filename to avoid confusion with the original template.

Step 3: Upload the Customized Template to NetSuite

When it comes to uploading your customized template:

1. Create your own folder in the File Cabinet rather than using default SuiteApp folders to avoid the risk of overwriting files.
2. You can store your custom templates under a folder in SuiteApps or SuiteScript.

For guidance on uploading files, refer to the,Uploading Files to the File Cabinet.

Important Considerations

• It's crucial not to save your customized templates in the default folders provided by the SuiteApp, such as com.netsuite.bankingintegrationservice. Doing so may lead to loss or overwriting of your files.
• Organize your customized templates within your designated folders to safeguard them effectively.

Related Topics

• Brazil Banking Integration Setup
• Setting Up Bank Slip File Generation for Brazil
• Creating Bank Account Details for Brazil
• Setting Up Bank Connections for Brazil
• Setting Up Accounts Payable Approval for Brazil

Key Takeaways

• Download standard templates from the SuiteApp for customization.
• Always save customized files under unique names and in personal folders.
• Refer to related topics for further banking setup details relevant to Brazil.