Buttons	Show	Features
New		[STANDARD] • New vendor: New vendor creation with standard process. [EFTSURE] • New onboarding: Send an new Eftsure onboarding invitation. [ONBOARDING SHORTCUT(S)] • Employee onboarding: Onboarding workflow for Vendors identified as employees.
Eftsure		[LOCAL ONLY] • Invite exisiting vendor: Send an Eftsure onboarding invitation to a D365 vendor that doesn’t already exist in Eftsure. • Exclude : Include or exclude vendor(s) from Eftsure synchronisation(s). [AVAILABLE IN EFTSURE] *• Request details (): Send Eftsure request for more details to supplier: e.g. Bank account information, Address, Contacts, Custom fields etc. • Verification: Send bank account verification request to vendor for existing vendor. • Urgent verification: Send notification to Eftsure for verification status. [ACTIONS] • Email: Send an email to supplier. • Payment limit: Set payment limit per transaction line for vendor’s bank account(s). • Self-certification: Set self-certification level to approve bank account and issue payment to selected supplier. • Expire: Set bank account expiration date to selected date, changing status to inactive in Eftsure and preventing payments from both Eftsure and D365. • Comment: Add an authorised comment to the interaction history message within bank account > Eftsure section. [SYNC] • From Eftsure (System admin): Retrieves the current vendor definition from Eftsure by manually synchronising information from Eftsure to D365. • To Eftsure (System admin): Send the current vendor definition to Eftsure ensuring information in D365 is the most up to date. [OPEN] • Vendor: Display the vendor matching your selection. • Bank accounts: Display all bank account related to selected vendor. • History: Shows all recorded activity for selected supplier. [EFTSURE PORTAL] • Suppliers / Onboardings: Open Eftsure portal in new window. • OTRS: For admin use only. [CONTACT US] - Support:** Log support ticket.

tip

(*) Feature disabled when no default bank account is selected for the vendor.