Eftsure menu
The Eftsure Menu can be reached from the Eftsure workspace as well as from the All Vendors form.
When clicking on the Eftsure button 
, the following options are available:
| 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.