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Verification

The video below shows a complete Dynamics 365 verification workflow:

  • An existing vendor is selected.
  • User selects Verification option in Eftsure menu
  • Verification screen is automatically populated with existing vendor information
  • User can amend vendor details
  • Verification is sent to the supplier
  • Vendor completes verification in the background
  • Verification is manually synchronised (no time to wait for batches to run)
  • Verification is automatically accepted and vendor bank account is updated with green Verified icon!