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User interface

The User interface tab allows the administrator to configure the forms behaviour and general colour scheme used throughout this module, in order to facilitate the understanding of the data at a glance, when dealing with hundreds of vendors, payments, bank accounts etc

User also have an option to hide Eftsure workspace tab and function correspondence with business requirements.

Extend​

With Eftsure enabled, Vendors module is default as Yes. User has option to enable Eftsure in customer, sales orders and legal entities modules.

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User has option to turn on Lookups for ABN & GST in different forms.

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For customer and legal entities modules, only ABN and GST are validated.

If customer does not use onboarding process, onboarding feature can be hidden using below option.

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Onboarding tab will be hidden from Eftsure workspace as well as Eftsure menu.

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Colours​

User can personalise colour for form and status.

The Reset colours button allows to reset all colours back to default setup.

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The Forms group allows to configure the success/error colours used in the Vendor, Vendor Bank accounts and Payment journal lines forms, if activated.

The Status group allows the administrator to change the colour of rows in grids showing Onboardings.

Forms​

Allow user to change Form appearance from icons to colours.

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The Grid Icons group allows to configure whether the Eftsure icon set are displayed as the first columns of the main grid in the Vendor, Vendor Bank accounts and Payment journal lines forms.

The Grid colours group allows to configure whether the colours chosen in the Forms group are used to highlight grid rows depending on their verification statuses in the Vendor, Vendor Bank accounts and Payment journal lines forms.

Lookups​

This tab allows system admin to turn on Eftsure lookups (Eftsure icons) in different forms.

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Maps & Addresses​

Select preferred Google or Bing maps.

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User has option to disable, select Bing or Google maps. To use this feature, API key will need to be registered.

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For more details, please refer to Address autocomplete.