> ## Documentation Index
> Fetch the complete documentation index at: https://docs.eftsureinsided365fo.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Configure Eftsure Verification for D365 Payment Methods

> Configure which payment methods Eftsure validates in D365, set default EFT methods, and manage verification statuses that allow payment generation.

Payment method configuration controls which EFT transactions Eftsure validates before allowing a payment file to be generated. Getting this right is one of the most critical steps in deploying Eftsure — it determines exactly where the payment fraud prevention layer is enforced across your accounts payable processes.

## Payment Methods

Eftsure can enforce verification on any number of payment methods. Each electronic payment method in D365 can be individually toggled to require or bypass Eftsure verification.

**Recommendations:**

* Create at least one method of payment per country or currency.
* Enable Eftsure verification on **all** EFT payment methods by default.

**Exceptions:**

Key users may configure specific payment methods to bypass Eftsure verification for legitimate exceptions — such as employee expense reimbursements, intercompany payments, or petty cash. These exception methods should be clearly named and documented to maintain accountability.

### Enable or Disable Eftsure Verification

You can enable or disable Eftsure verification for a payment method from two locations:

1. **Accounts Payable > Payment Setup > Methods of Payment** — locate the payment method and tick or untick the **Eftsure verification** box.
2. **Eftsure Parameters > Payments** — available from version 1129 and above; provides a consolidated view of all payment methods and their Eftsure verification status.

All electronic methods of payment are displayed with a status indicator:

* **Green** — Eftsure verification is enabled for this payment method.
* **Orange** — Eftsure verification is not enabled for this payment method.

<Steps>
  <Step title="Navigate to payment methods">
    Go to **Accounts Payable > Payment Setup > Methods of Payment**, or open **Eftsure Parameters > Payments**.
  </Step>

  <Step title="Locate the payment method to configure">
    Find the EFT or electronic payment method you want to protect.
  </Step>

  <Step title="Enable Eftsure verification">
    Tick the **Eftsure verification** checkbox to enable verification for that method. The status indicator will change from orange to green.
  </Step>

  <Step title="Repeat for all EFT methods">
    Repeat for each electronic payment method that should be protected by Eftsure.
  </Step>
</Steps>

<Warning>
  During an Eftsure server outage, you can temporarily turn off Eftsure verification at the payment method level to allow your organisation to continue processing payments until the outage is resolved. Re-enable verification as soon as the service is restored.
</Warning>

### Standard D365 Payment Setup

Use the following standard D365 menus to create payment bank accounts and associate new payment methods:

* **Cash and Bank Management > Bank Accounts > Bank Accounts**
* **Accounts Payable > Payment Setup > Methods of Payment**

## Default Methods of Payment

The default EFT payment method is applied automatically when a new vendor is created in each legal entity. Configure this default to ensure all new vendors are set up with the correct EFT method from the start, without requiring manual selection on every new vendor record.

<Tip>
  Set your primary EFT method as the default for each legal entity to ensure Eftsure verification is applied to new vendors automatically.
</Tip>

## Verifications

The **Verifications** tab lets you specify which Eftsure vendor statuses are considered valid for payment generation in D365. Only vendors with an approved status will be allowed to proceed to payment file generation.

The recommended default valid statuses are:

* **Cross-matched**
* **Self-certified**
* **Verified**

You can add additional statuses — for example, to allow a quick payment to a new supplier that an Accounts Payable manager has manually reviewed — but this should be done with care.

<Warning>
  Allowing unsafe statuses in the Verifications tab **may permit payment files to be generated for unverified vendors**. This setting only affects D365 journals and payment file generation — it does not affect payment highlighting in your bank portal by the Eftsure browser extension. Use this feature with caution, as it can bypass the core protections your organisation implemented Eftsure to provide.
</Warning>


## Related topics

- [Vendor Payments: Eftsure Validation in Payment Journals](/workflows/payments.md)
- [Configure Onboarding Settings in Eftsure Parameters](/admin/onboarding-config.md)
- [Frequently Asked Questions — Eftsure inside D365 FO](/help/faq.md)
- [Troubleshooting Eftsure inside D365 Finance & Operations](/help/troubleshooting.md)
- [Vendor Management: Lookup, Create, and Verify Vendors](/workflows/vendor-management.md)