> ## 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. # Vendor Group Configuration in Eftsure D365 Parameters > Configure automation, display, forms, self-certification, greeting templates, GST validation, and banking options per vendor group in Eftsure. In Microsoft Dynamics 365, a **vendor group** categorises vendors that share common characteristics — such as payment terms, location, product types, or default ledger accounts. Assigning vendors to groups streamlines data management, applies consistent rules and policies across similar vendors, and simplifies financial reporting by using the group's default parameters as a template for new vendors. In Eftsure inside D365 FO, vendor groups take on an additional role: they let you configure onboarding automations, display settings, form assignments, self-certification approvals, greeting templates, and banking options independently for each category of vendor. To configure vendor group settings, navigate to **Eftsure Parameters > Vendor Groups**. 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. The following sections are available within each vendor group: Workflow and automation changes for this vendor group. Controls how the group appears in the New Onboarding menu. Assigns default onboarding and change request forms. Multi-level self-certification configuration. Per-group onboarding greeting text. GST fraud validation settings for invoices and journals. 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. | Section | Field | Description | | -------------- | ----------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Automation** | Exclude from Eftsure (on creation only) | Excludes vendors in this group from Eftsure sync at the point of new vendor creation only. Eftsure verification is disabled for the group, and no bank account for newly created vendors in this group will be verified. | | **Automation** | Accept onboarding(s) on Review status | Automatically advances onboarding status from Review to Accepted, removing the need for a manual review step. | | **Automation** | Insert or Update Vendor on Accept onboarding(s) | When an onboarding is accepted (and the vendor group has an auto number sequence configured), automatically creates or updates the vendor record in D365. If disabled, the user must accept the onboarding and then manually create the vendor. | 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. | Section | Field | Description | | ----------- | -------------------------------------------- | -------------------------------------------------------------------------------------------- | | **Display** | Custom label (Wizard and menu item captions) | The label that appears in the New creation menu for this vendor group. | | **Display** | Show in workspace New menu | Controls whether this vendor group's onboarding option is visible or hidden in the New menu. | | **Display** | Order | Sets the display order of this vendor group in the New menu relative to other groups. | ## 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. | Section | Field | Description | | -------- | --------------------------- | ----------------------------------------------------------------------------------------------------------------------------- | | **Form** | User can edit | When enabled, the user sending the invitation can choose a different onboarding or change request form for this vendor group. | | **Form** | Default onboarding form | The form that appears by default when sending an onboarding invitation to a vendor in this group. | | **Form** | Default change request form | The form that appears by default when sending a change request invitation to a vendor in this group. | | **Form** | Default First name | The default first name pre-populated on both forms. | | **Form** | Default Last name | The default last name pre-populated on both forms. | ## 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. If your business requires two-level self-certification approval, you must first contact Eftsure Support to enable this in the Eftsure portal **before** configuring the levels in D365. To manage user groups for self-certification approval: Right-click the **Level 1** field name in the Self-Certification tab and select **View details**, or navigate to **System Administration > Users > User groups**. In the user group form, add or remove the users who are authorised to self-certify vendors in this group. 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. | Section | Field | Description | | ------------ | ------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Greeting** | User can edit | When enabled, the user sending the invitation can select a different greeting template for this vendor group. When disabled, the onboarding wizard reduces from 3 steps to 2 steps once the vendor group is selected. | | **Greeting** | Invite text | The email template used for onboarding invitations to vendors in this group. | | **Greeting** | Change request text | The email template used for change request invitations to vendors in this group. | | **Greeting** | Preview | A read-only preview of the selected template, visible after saving. | 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. | Section | Field | Description | | ------------------ | --------------- | ---------------------------------------------------------------------------------------------------------------------------- | | **GST Validation** | Vendor invoices | Enables GST validation on vendor invoices for this vendor group. | | **GST Validation** | Ledger journals | Enables GST validation on GL vendor payment journals that have GST validation turned on in their journal name configuration. | 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. | Section | Field | Description | | ----------------------------- | ---------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | | **Bank provisioning details** | User can edit | When enabled, the user sending the invitation can modify the default banking options for this vendor group. When disabled, the onboarding wizard reduces from 2 steps to 1 step once the vendor group is selected. | | **Bank provisioning details** | Get EFT details directly from bank | When enabled (and the only option selected), the vendor must connect to their bank portal to supply account details. | | **Bank provisioning details** | Enter EFT details manually | Allows the vendor to type their BSB and bank account number directly into the onboarding form. | | **Bank provisioning details** | Allow cash / cheque / BPAY / other | Allows the vendor to select a non-EFT payment method during 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. ## Related topics - [Self-Certification: Internal Bank Account Approval](/user/self-certification.md) - [Troubleshooting Eftsure inside D365 Finance & Operations](/help/troubleshooting.md) - [Supplier Onboarding: Invite and Verify New Vendors](/workflows/onboarding.md) - [Eftsure Workspace: AP Control Centre in Dynamics 365](/get-started/workspace.md) - [Configure Onboarding Settings in Eftsure Parameters](/admin/onboarding-config.md)