Required user roles
In NetSuite, the Tipalti Integration Role requires certain application/ module permissions to set up the integration.
Application/ Module |
PERMISSION |
LEVEL |
Actions |
|---|---|---|---|
| Transactions | Access Payment Audit Log | View | Allows usage of the Gateway Notification search, Payment Event search, Gateway Asynchronous Notifications task, and Payment Events task. |
| Bills | Full | Required to create and update bills by Tipalti integration. | |
| Credit Memo | View | Allows usage of the Credit Memo reminder. | |
| Enter Vendor Credits | Full | Allows usage of the Enter Vendor Credits task. | |
| Item Receipt | Full (only needed with PO matching) | Required in case payers uses 3-way matching and receives item receipt into Tipalti. | |
| Item Fulfilments | Full (only needed with PO matching) | Required in case you use 3-way matching when using Dropship in Tipalti. | |
| Make Journal Entry | Full | ||
| Pay Bills | Full | Required for links between payment and bills. | |
| Sales Orders | Full | Required for sale items or service to customer. | |
| Purchase Order | Full (only needed with PO matching) | Required for creating and updating PO and matching with bills and item receipt. | |
| Vendor Returns | View | ||
| Deposit | Full | Required for creating deposits in NetSuite(fees or refund card transactions). | |
| Find Transaction | Full | ||
| Lists | Accounts | Full | Required for fetching accounts from NetSuite to tTipalti to be used on transactions. |
| Amortization Schedules | Full | Required for passing amortization dates on transactions. | |
| Currency | Full | Required for creating transaction such as bills, payments, etc. | |
| Items | Full | Required for PO workflow and bills. | |
| Resource | Full | ||
| Subsidiaries | Full | Required for PO workflow and bills. | |
| Tax Items | View | Require to fetch tax information from NetSuite to tTipalti. | |
| Tax Records | View | Require to fetch tax information from NetSuite to tTipalti. | |
| Tax Schedules | View | Require to fetch tax information from NetSuite to tTipalti. | |
| Units | View | Require to support PO matching in Tipalti. | |
| Departments | View | To fetch the list of values for this record. | |
| Locations | View | To fetch the list of values for this record. | |
| Classes | View | To fetch the list of values for this record. | |
| Employee Record | View | Require for approval flow in bills. | |
| Employees | View | Require for approval flow in bills. | |
| Vendors | Full | To fetch the list of values for this record. | |
| Jobs (might also appear as Projects or Customers) | View | To fetch the list of values for this record. | |
| Customers or Projects (you need both Job/ Projects AND Customers OR Job / Customers AND Projects) | View | To fetch the list of values for this record. | |
| Documents and Files | Full | To sync transactions attachments (bills, card, expense). | |
| Setup | Accounting Lists | Full | To fetch the list of values for bill header. |
| Custom Body Fields | Full | To fetch the list of values for bill header. | |
| Custom Column Fields | Full | To fetch the list of values for bill line. | |
| Custom Entity Fields | Full | To fetch the list of values for vendor custom field. | |
| Custom Fields | Full | To fetch the list of values for custom field. | |
| Deleted Records | Full | Add the ability to delete record. | |
| Other Lists | View | N/A | |
| User Access Tokens | Full | Add the ability to access the app. | |
| SOAP Web Services | Full | Required for investigating or monitoring records. |