All vendor groups must be configured before you begin onboarding vendors. Applying group settings after vendors have already been onboarded may result in inconsistent behaviour.
Automation
Workflow and automation changes for this vendor group.
Display
Controls how the group appears in the New Onboarding menu.
Forms
Assigns default onboarding and change request forms.
Self Certification
Multi-level self-certification configuration.
Greeting
Per-group onboarding greeting text.
GST Validation
GST fraud validation settings for invoices and journals.
Bank Provisioning Details
Banking options available to vendors in this group.
Automation
The Automation section lets you streamline the onboarding workflow for each vendor group by reducing the number of manual steps required.When a vendor group is excluded from Eftsure verification, Eftsure is fully disabled for new vendors created in that group. This is typically used for employee expense reimbursement groups or intercompany vendor groups where EFT verification is not applicable.
Display
The Display section controls how this vendor group appears in the New menu on the Vendor master form, allowing users to select the right onboarding wizard when creating a new vendor.Forms
The Forms section assigns the default onboarding and change request forms for vendors in this group. You can also control whether users are allowed to select a different form at invitation time.Self-Certification
The Self-Certification section lets you define which D365 user groups are authorised to self-certify vendors in this group. Self-certification allows a vendor to be approved for payment without waiting for Eftsure verification to complete. You can configure up to two levels of approval (Level 1 and Level 2) for each vendor group. To manage user groups for self-certification approval:1
Open the user group
Right-click the Level 1 field name in the Self-Certification tab and select View details, or navigate to System Administration > Users > User groups.
2
Add or remove users
In the user group form, add or remove the users who are authorised to self-certify vendors in this group.
3
Save the configuration
Save the vendor group configuration. Only users in the designated approval group will see the self-certify option for vendors in this group.
If the business requirement is to allow self-certification without any approval workflow (for example, for an employee expense group), leave the Level fields blank and save the configuration. Users with the
PESSelfCertify duty will then be able to certify vendors in this group directly.Greeting
The Greeting section lets you configure the onboarding invitation email text for this specific vendor group, giving you more granular control than the global greeting templates in Eftsure Parameters.Disabling the User can edit option for the Greeting section streamlines the invitation workflow — the wizard drops from three steps to two once the vendor group is selected, because the template is locked and no selection step is needed.
GST Validation
The GST Validation section controls whether ABN/GST fraud validation is enforced for vendors in this group. Validation applies on vendor invoices and on General Ledger vendor payment journals where GST validation is enabled in the journal name setup.
To complete the journal-level setup, go to General Ledger > Journal setup > Journal names and enable ABN/GST Validation on the relevant journal names. The applicable vendor group will be highlighted for reference in that form.
GST Validation only applies to vendor groups for which it is explicitly enabled. Vendor groups with this feature off are not subject to GST fraud checks, even if the journal name has GST validation enabled.
Bank Provisioning Details
The Bank Provisioning Details section defines which banking input options are available to vendors in this group when completing the onboarding form. This overrides the global banking options set in Eftsure Parameters > Onboarding.Disabling User can edit for bank provisioning details reduces the onboarding wizard from 2 steps to 1 step when the vendor group is pre-selected, simplifying the invitation process for users.