Setting Up Bank Records of Partners in Australia
Set up the bank account records of each partner to whom you will send payments. You can set up multiple bank accounts for each partner.
To set up partner bank details in Australia:
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Go to Lists > Relationships > Partners.
For information about adding a partner, see Creating a Partner Record.
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Click the Edit link next to the name of the partner.
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On the Bank Payment Details subtab, check the EFT Bill Payment box, and click Save.
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Click New Bank Details.
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Complete the fields on the Bank Details page:
Field
Description
Name
Enter a unique name for this entity bank detail record.
Payment File Format
Select ABA.
Type
Select whether the bank account is the partner’s primary or secondary bank account.
BSB Number (Bank)
Enter the 3-digit code that identifies the partner’s bank. BSB numbers are codes that identify banks in Australia.
BSB Number (Branch)
Enter the 3-digit code that identifies the bank branch where the partner’s account is maintained.
Bank Account Number
Enter the partner’s bank account number.
Bank Account Name
Enter the partner’s bank account name.
Bank Account Payment Description
Enter text that should be displayed in the partner’s bank statement.
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Click Save.
You can also set up bank records of vendors, employees, customers and partners by importing bank details in CSV format into NetSuite using the Import Assistant. For more information, see Importing Electronic Bank Payments Data.
Related Topics
- Setting Up Company Bank Records in Australia
- Setting Up Bank Records of Vendors in Australia
- Setting Up Bank Records of Employees in Australia
- Setting Up Bank Records of Customers in Australia
- Australia Payment Formats
- Payment Gateway
- Shipping Integration with Australia Post
- Australia Tax Topics
- Setting Up Australia-specific Preferences
- Australia Account Setup