Self certification
This feature will only available if you have Eftsure Self-Certifier permission role.
Self-certification feature can be accessed via Eftsure menu in all vendors related forms.
User has option to self-certify for 1 or multiple bank accounts
If one bank account is selected for self-certification, icon will be changed to Green thumb side way.
To remove Self-certification, use the same option.
Select Remove Self-certification
Bank account status change back to Orange and Not verified yet.
Users can perform multiple self-certification from the menu,
Removing self-certification in bulk is currently not available.
Eftsure allows customers to choose between a 1-level or 2-level self-certification process, offering more control.
By default, all customers are set to 1-level self-certification.
Upon request, customer support can update the configuration to 2 levels through the portal.
Two levels Self-certification
Configuration
Go to Eftsure workspace > Parameter > Vendor groups > Legal entity > vendor group > Self-certification
Choose the Level 1 or Level 2 approver/user group (all users must have the Eftsure Self-Certifier D365 role).
If the customer does not have an email notification template, we recommend using the "Create Email Template" feature to generate a default template.
Once the Level 1 approver completes the self-certification, an email will be sent to the Level 2 approvers.
During testing, please consult with your IT team, as emails are typically not sent from the sandbox environment.
Process
1st self-certification will follow the same process
Once the first self-certification is completed, a confirmation message will be displayed indicating the completion of the first action.
The Level 2 approver will receive an email notification based on the configuration. They can then click on "Self-Certification - Pending 2nd Approval" to proceed.
Same window pop-up with comment section.
The vendor bank account will be Self-certified after this action.
As much as the same user can be in both level 1 and 2 D365 user groups, self-certification task has to be performed by 2 different users Eftsure users.