Installation:
Pre-installation Requirements:
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To install the Vendor Bank Details bundle into your account, you will need to be an Administrator and logged in as an Administator.
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In addition, REED Consultants Pty. Ltd. will have to provision you with access to the bundle and set up a license for your account. To get this process started, contact stewart@reed-consultants.com and ask about the Bank Detail Control-Vendor product.
Installing the bundle:
- Navigate through Customization > SuiteBundler > Search & Install Bundles and click on Search & Install Bundles
2. In the search bar, type: “[REED] Bank Detail Control - Vendor” and click the Search button.
Click on the [REED] Bank Details Control - Vendor bundle's name. The bundle ID is 587122. Double check you are installing the bundle with that bundle ID as there may be other bundles with similar names.
3. The bundle details page will load. Click on the Install button:
4. A license agreement will pop-up. Make sure to read through the license. To install the app you must agree to the license
5. When you agree to the license, the Preview Bundle Install page will load. Click Install Bundle
6. The list of installed bundles will load. There will be a new line for the vendor bank details bundle and it will have a pending status in red text:
Click the refresh button until the bundle is installed and it has a green tick:
If the bundle installation fails, reach out to us at support@reed-consultants.com. It will be marked with a red X if this is the case:
Next Steps:
Once the bundle is installed. You must create configuration records to turn on the product and to tell it how to operate. View the article called Configuring the Bank Details Approval Bundle page to see how to do this.