Roles and Permissions for Auto Bank Statement Import

Only the Administrator role can use the Auto Bank Statement Import (ABSI) SuiteApp to set up an SFTP connectivity configuration.

To configure a format profile record that uses SFTP connection and to successfully import transactions using custom roles, you must set the following permissions:

Permission Subtab	Permission	Level
Transactions	Import Online Banking File	Edit
Transactions	Reconcile	Create
Reports	SuiteAnalytics Workbook	Edit
Lists	Accounts	View
Lists	Certificate Access	View
Lists	Custom Record Entries	Full
Lists	Currency Note: If Multi-Currency feature is enabled.	View
Lists	Documents and Files	View
Lists	Key Access	View
Lists	Perform Search	View
Setup	Financial Institution Records	Full
Setup	Set Up Company	View
Setup	SuiteScript	View
Custom Record	SFTP Connectivity File Import	Create

For a list of permissions to access the necessary records and forms to use ABSI, see Permissions for Banking Features.

Related Topics

• Limitations of Using the Auto Bank Statement Import SuiteApp
• Setting Up Auto Bank Statement Import
• Bank Statement File Import
• Auto Bank Statement Import Error Messages
• Installing Auto Bank Statement Import SuiteApp

General Notices