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Exceptions

Although not recommended by our deployment teams, a number of exception are allowed into Eftsure inside Dynamics 365:

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We recommend no exceptions and can recommend an alternative using self-certification in most scenarios.

Legal entities can be enabled/disabled for Eftsure services.

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Some customers only enable a limited number of legal entities.

Vendor​

Exclude from Eftsure​

A vendor or vendor group can be set to be excluded from Eftsure.

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Some customers use Exclude for employees or intercompany vendors.

Payment​

Payment method​

Multiple payment methods can be configured to enforce Eftsure verification checks. Non Eftsure verified payment methods also allow exceptions.

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Some customers use non verified payment methods for employee expenses or intercompany vendors.