Features

Supported

The following features are supported out of the box.

Eftsure

• All vendor actions (Create/Update/Expire/SelfCertify/Limit/Comment)
• All onboarding actions (Send/Accept/Reject/Incomplete/Cancel)
• All verification actions (Send/Cancel)
• All payment actions (Verify)
• All international features and countries
• Custom onboarding fields, attachments etc.
• Eftsure ID
• Using eftsure in portal and in D365 FO

Copying

• Cross company data sharing
• Vendor copy accross entities

Multi

• Multiple legal entities
• Multiple bank accounts per supplier
• Multiple countries
• Multiple currencies
• Multiple selection actions in Eftsure menu (Bulk)

Vendor

• Manual creation
• External creation via entities, webservices, ...

Invoices

• Tax invoice journals
• Open vendor invoices
• Vendor invoice automation
• ExFlow invoices
• 3rd party invoices

Payments

• Consolidated payments
• Corpay payments
• Treasury Automation Suite
• Xe payments

Workflows

• Proposed vendor changes workflow
• Vendor bank account workflow

Exclusion & Exceptions

• Enable/Disable legal entiti(es),
• Exclude vendor(s) & vendor group(s)
• Enable/Disbale Payment method validation
• Self-certification

Misc

• Number sequences (Manual & Continuous)
• VendorGroup number sequences

NOT Supported

The following features are NOT supported and may never appear in the roadmap.

Eftsure

• User management
• Onboarding form management
• Onboarding incomplete details

warning

Use eftsure portal to achieve the above actions.