Best Practices for Offboarding and Transition

This section contains best practices for transitioning to Intelligent Payment Automation:

• Verify that Payment Instruments is enabled on your custom forms to support automatic migration. For more information, see Adding Default Bank Accounts for Vendors.

• Keep backups of any data you or your auditors may need in the future, including vendor bank records, journals, bill payments, and payment audit trails.

• Do not uninstall the SuiteApp until all closure steps are complete.

• If you need assistance, NetSuite Support can guide you through the offboarding steps.

General Notices