> ## 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.

# Eftsure Admin Setup Guide for D365 Finance and Operations

> Hub for core admin configuration in Eftsure inside D365 F&O: Connections, Batches, License, Go-Live steps, and configuration best practices.

Eftsure inside Dynamics 365 Finance & Operations requires a structured setup before your organisation can protect payments. As an administrator, you work across several configuration areas — linking your D365 environment to the Eftsure cloud, scheduling background synchronisation, activating your license, and completing the Go-Live checklist for each legal entity. This page gives you a concise orientation to each area so you know where to start and what to tackle next.

## Connections

The Connections area links your D365 F\&O environment to the Eftsure database via the Eftsure API v2. From version 5.0 onwards, authentication uses OAuth 2.0 Client Credentials (a `clientId` and `clientSecret`) rather than basic authentication. You generate these credentials in the Eftsure customer portal under **Partner API Credentials**, then enter them in **Eftsure parameters** in D365.

Once credentials are configured, use the **Ping** and **Login** buttons to validate connectivity. Additional API settings let you select the TLS security protocol (1.2 or 1.3), configure a request timeout in seconds, and set a `UserAgent` string that matches your environment URL to assist with API log tracing.

<Note>
  TLS 1.3 is only available on Windows Server 2022 and later. Some development
  boxes may require IIS Crypto to enable TLS 1.3 cipher suites manually.
</Note>

## Batches

Eftsure ships with a set of background batch jobs that keep D365 and the Eftsure cloud in sync. The **Batches** tab in Eftsure parameters is where you configure alerts, incremental batch reset dates, and the service account that receives notifications.

Use the **Check Batches** function (available in **Eftsure parameters** or **Eftsure Workspace > Admin > All batches**) to let Eftsure read your configuration and automatically schedule the appropriate jobs. Run Check Batches after every deployment to ensure new jobs are created and obsolete ones are removed.

Key recommended recurrences:

| Batch job                   | Recommended recurrence                 |
| --------------------------- | -------------------------------------- |
| Sync form(s)                | Every morning                          |
| Sync onboarding(s)          | Every hour during business hours       |
| Sync verification(s)        | Every 15 minutes during business hours |
| Sync vendor(s) from Eftsure | Every hour during business hours       |
| Expiring Documents          | Every 7 days                           |
| Check license               | Monthly                                |
| Clean batch(es)             | Daily                                  |
| Clear cache / Charts cache  | Every 24 hours                         |

<Note>
  Always assign a dedicated service account (one that never expires or resigns)
  as the **User ID** for batches and alerts.
</Note>

## License

The Eftsure for D365 F\&O license is independent of your Eftsure portal license. To check or renew your license, go to **Eftsure parameters > License** or **System Administration > Setup > Eftsure > License**. Click the **License** button to trigger an automatic renewal. A batch job created during Check Batches handles monthly license renewal automatically.

<Note>
  License file updates no longer require a deployment and are independent from
  Microsoft Dynamics 365 F\&O license artefacts.
</Note>

## Go-Live checklist

The **Go-Live** tab lets you enable Eftsure protection per legal entity. Work through the steps from left to right for each entity you want to protect:

<Steps>
  <Step title="Exclude vendors">
    Run the **Exclude** task to mark vendors (such as those in excluded vendor
    groups like employees) as outside Eftsure verification scope. These vendors
    can be re-included at any time.
  </Step>

  <Step title="Init">
    Run **Init** to calculate all `supplierCode` values on bank accounts, giving
    Eftsure a single identifier per vendor-bank combination. Use multi-thread
    mode for larger data sets.
  </Step>

  <Step title="From Eftsure">
    Run **From Eftsure** to download the latest verification data from the
    Eftsure cloud, including any verifications completed before Go-Live.
  </Step>

  <Step title="To Eftsure">
    Run **To Eftsure** to push any vendors created since the vendor master file
    was originally sent to Eftsure, ensuring D365 and the Eftsure cloud are fully
    in sync before Go-Live.
  </Step>

  <Step title="Enable">
    Click **Enable** to activate Eftsure verification for the legal entity.
    Eftsure will check that Init has completed first; if not, it will complete
    Init in a single thread before enabling.
  </Step>
</Steps>

<Warning>
  Only use **Disable** or **Reset** when directed by Eftsure Support. **Reset**
  removes all Eftsure data for a legal entity, including supplier codes,
  onboardings, and verifications.
</Warning>

For a multi-phase rollout, consider enabling one or more legal entities at a time and activating payment methods after your first phase is stable.

## Configuration best practices

Before going live, review the following D365 General Ledger setting:

* **Allow multiple transactions within one voucher** — Eftsure recommends keeping this **off** in General Ledger Parameters. Enabling it can create voucher-numbering inconsistencies that affect payment processing. See the [Microsoft Docs — One voucher](https://learn.microsoft.com/en-us/dynamics365/finance/general-ledger/one-voucher) article for full details.

Following this recommendation ensures that voucher numbers remain unique and traceable across your payment journals.


## Related topics

- [Troubleshooting Eftsure inside D365 Finance & Operations](/help/troubleshooting.md)
- [Eftsure Users, Roles, and Duties Setup for D365 F&O](/admin/users-and-roles.md)
- [Supplier Communication Tools in Eftsure Inside D365 FO](/user/supplier-communication.md)
- [Payee Check: Quick Vendor Lookup & Onboarding in D365](/user/payee-check.md)
- [Security Architecture and Configuration in Eftsure](/admin/security.md)