📄️ Cross company data sharing
This article describes the processes and configuration to enabled cross company data sharing accross legal entities to sync vendors.
📄️ Data Migration
This article describes the best practices and recommendations for running data migration. We recommend turning off Eftsure to improve performance.
📄️ Electronic reporting
This article describes configuration options for Dynamics 365 Finance Electronic Reporting Payment file configuration where customisation are needed.
📄️ Features
This article describes how Eftsure inside Dynamics 365 F&O with D365 Feature management as/when they are released.
📄️ Field extensions
This article describes onboarding form fields and their matching configuration in the portal, as well as how to select them directly during onboarding.
📄️ Fields (Custom)
This section describes the use of custom fields throughout the solution, in order to personnalize the vendor electronic onboarding experience
📄️ Logs
This section describes all logging solutions available for configuration. Logs are most useful when troubleshooting or opening a support ticket.
📄️ Maintenance
This article describes our maintenance tools, clean-up processes, batches. Our key users and administrators must familiarize themselves with these tools.
📄️ Onboarding workflow
This article details our Onboarding pre-approval workflow which consists in the first user saving onboarding as draft while the second user sends it.
📄️ Reporting
This section describes the report options, in order to show Eftsure colours and backgrounds on standard and extended customer paper reports.
📄️ Supported languages
List of international languages supported thoughout our deployment packages and available in LCS. Requests for languages should be directed to support.
📄️ Tools
This article describes our all assistance tools available in Eftsure inside D365, primarly available in the Eftsure menu for GoLive or daily activities
📄️ VendGroup number sequence
This article describes how to use the vendor group number sequence, which allows the use of multiple number sequences for the vendor identification key
📄️ History
This article describes how to record vendor history changes for later review or even for audit purposes. It contains all the details of the modification
📄️ Verify new bank accounts
This article describes our new automation for sending verifications to suppliers in batches, as possible automation instead of manual action
📄️ Workflows
This article describes our support for stand module Vendor workflow integration support, best practices and recommendations.