Workspace

Navigation tabs

The wizard will display, by default, the following tabs, depending on configuration and user roles.

Section	Description
Charts	Overview info for all menu tab presented in charts.
Dashboard	General overview of the entire VMF, quick links, pending tasks.
Onboardings	Overview of onboardings and details requests.
Verifications	Overview of verifications.
Vendors	Overview of vendors by verification status.
Registrations	Overview of vendors by registration status.
Collaboration	[Only applicable when Vendor collaboration is activated] Overview of prospective vendors and vendor requests by registration status.
Tools	Eftsure key user menu with before and Go-Live tasks.
Admin	Overview of Eftsure Administration items.
Help	All end user support documentations, guides and manuals.

All workspace main tabs will follow same pattern. A chart is a direct link to all status, followed by Process flows, Legend and sub-tab filtered by specific status.

Features and actions

(1) Eftsure : Redirect to Eftsure portal.

(2) Communicate with Eftsure team.

(3) Total count of vendors' default bank account verification status. existing in selected legal entity. This count will match the count by status group which are listed in sub tabs.

(4) Summary status by vendor account across all enabled entity -- refreshed every 15 minutes.

(5) Key features (more details in Eftsure icons).

Note

Count on left hand side and table grid is refreshed every minute however, total count on header will be refreshed every 15minutes. If you want to see instant change, click on the (i) icon and select Begin update now.

At first time log-in time, refresh the Charts for instance update. Once Charts tab is refreshed, total count will be updated.

Key features

Feature	Button	Feature description
Feedback		Customer Feedback. Please share any feedback with us.
Urgent verification		Prepares an urgent verification support ticket for the selected vendor if it's verification status is "Awaiting verification" or "Awaiting approval".
Support		Support form with mandatory information to log an issue.
Refresh		Refresh current form information.
Payee check		Perform a live check against any Payee ABN and Bank account details before actual vendor is created * (more details in ABN section).
Parameters		System administration setup and configuration for Eftsure inside D365.
Projects		Direct link to project dashboard.
Sync		Synchronise D365 with Eftsure.
Delete		Delete selected record.
Onboarding		Detailed onboarding values as completed by the selected vendor.
Workflow		Eftsure actions to process the current onboarding : Cancel (before synchronise with Eftsure ), Incomplete, Reject, Accept.
Filter		Filter by Bank Account status or Vendor hold status.
Advanced Filter		Advance filter with multiple criteria.
Alert		Create alert rule for single vendor modification, status change.
Export to excel		Export grid content to Microsoft Excel file.
SQL Query		Access to SQL Query.