🗃️ Advanced
16 items
📄️ Batches
This article described Eftsure inside Dynamics 365 Finance and Operations batches configuration, recommendations and daily usage for IT Admins
📄️ Connections
This section describes our solution to configure Eftsure connections which connects a D365FO environment to eftsure database via APIs for configuration
📄️ Best practices
This section highlights our best practices configuration for Dynamics 365 Finance and Operations General Ledger focusing on voucher numbers parameters.
📄️ Configuration Validation
This article describes our solution which validates and check customer configurations to help troubleshoot and identify configuration issues.
📄️ Cloud storage
This article describes our cloud storage which can be used for storing and retrieving our customer configuration files using DMF.
📄️ Import / Export Config
This article describes Data Management Framework assisted import exports for customer configuration data to allow fast environment configurations.
📄️ Customers
This article describes our extension features to display at the customer, sales order and legal entities levels throughout the user interface.
📄️ AP configuration
This article describes the best practices for the configuration of the Accounts payable module in Microsoft Dynamics 365 Finance and Operations
📄️ Go Live
This section highlights the tasks required to perform a successful Go-Live Process for Eftsure inside Dynamics 365FO to protect payments.
📄️ License
This article describes our licensing framework used throughout the solution to grant and deny access to different modules and options of our extension
📄️ Naming conventions
This article lists recommended naming conventions and best practices used throughout the extension for users, environment, code, and data.
📄️ New button
This article details how to configure our new button for shortcuts. The New button is a navigation shortcut that can be tailored to customer requirements
📄️ Payments
This section describes the configuration of standard payment methods, which are used to identify which transactions should be verified or excluded
📄️ Onboarding
This article details the configuration for Onboarding tab in Eftsure Parameters, which allows the customisation of the onboarding wizard
📄️ Security
This article describes all security artifacts available in Eftsure inside D365 to customize user interface including privileges, duties and roles.
📄️ Users
This section describes the user configuration for linking with Eftsure. The second part relates to the security artefacts in place for opimal protection
📄️ User interface
This article describes our configuration options for the user interface to reduce the overwhelming complexity of end users screens and tailor experience
📄️ Vendor group configuration
This section describes our vendor group configuration options, which allows to tailor and simplify the user interface based on the vendor group.
📄️ Eftsure ID
This article describes the configuration of EftsureID to display our fraud verification tools on Dynamics 365 Finance reporting tools.