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Eftsure inside Dynamics 365 Finance & Operations does not require you to learn a separate application. Instead, it embeds directly into the AP forms you already use — vendor records, invoices, and payment journals — adding a set of consistent UI elements that give you real-time risk signals and fraud-prevention actions without breaking your existing workflow. This page explains each of those UI elements and how to access them.

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Finding the Eftsure Workspace

The Eftsure Workspace is your single entry point for all Eftsure-related activity in D365. You can find it in the standard Workspaces menu alongside all other D365 modules.
1

Open Workspaces

In the D365 navigation pane, select Workspaces.
2

Select Eftsure

Locate and click the Eftsure tile.
3

Mark as favourite (optional)

Click the star icon next to the workspace name to pin it to your personal workspace list for quicker access in future sessions.

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Personalising your home page

You can rearrange where the Eftsure tile appears on your D365 home page so it’s always in the most convenient spot.
1

Open personalisation settings

On the D365 home page, go to Settings > Personalise.
2

Select Move

Choose the Move option from the personalisation toolbar.
3

Drag the Eftsure tile

Select the Eftsure module tile and drag it to your preferred position on the home page.

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Pinning workspace data to your dashboard tile

You can configure the Eftsure dashboard tile to surface your most critical information at a glance — so you see it the moment you land on the D365 home page.
1

Go to the Eftsure Workspace

Open the Eftsure Workspace from the Workspaces menu.
2

Open personalisation

Select Settings > Personalise from within the workspace.
3

Use the Select function

Choose Select from the personalisation toolbar, then click the specific counter or data element you want to show on the tile.
4

Pin to dashboard

Activate the Pin to dashboard checkbox for that element, then save your settings.
Once configured, your home page will display the Eftsure tile with the most important status counts visible without opening the workspace.

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The Eftsure Menu

The Eftsure Menu is an action-pane button present in the Eftsure Workspace and in all vendor, invoice, and payment forms. It is the primary way to trigger any Eftsure action from within a D365 form. Clicking the Eftsure button opens a grouped dropdown with the following sections:
Local only (D365-side actions)
  • Invite existing vendor — sends an Eftsure onboarding invitation to a D365 vendor that doesn’t yet have an Eftsure record.
  • Exclude — includes or excludes a vendor from Eftsure synchronisation.
Available in Eftsure (platform actions)
  • Request details — sends a request to the supplier asking them to provide or update information such as bank account details, address, contacts, or custom fields. (Disabled if the vendor has no default bank account.)
  • Verification — sends a bank account verification request for an existing vendor.
  • Urgent verification — notifies Eftsure to prioritise the verification status update.
Actions
  • Email — sends an email directly to the supplier.
  • Payment limit — sets a maximum payment amount per transaction line for the vendor’s bank account(s).
  • Self-certification — sets the self-certification level, approving a bank account and enabling payments for the selected supplier.
  • Expire — sets a bank account expiry date, marking the account inactive in Eftsure and blocking payments from both Eftsure and D365.
  • Comment — adds an authorised comment to the interaction history within the bank account’s Eftsure section.
  • From Eftsure (System admin) — pulls the current vendor definition from Eftsure into D365, overwriting D365 data with the latest Eftsure record.
  • To Eftsure (System admin) — pushes the current D365 vendor definition to Eftsure, ensuring Eftsure holds the most up-to-date information.
  • Vendor — opens the vendor record matching your current selection.
  • Bank accounts — displays all bank accounts linked to the selected vendor.
  • History — shows the complete recorded activity log for the selected supplier.
  • Suppliers / Onboardings — opens the Eftsure portal in a new browser window.
  • Support — opens the support ticket form so you can log an issue with the Eftsure team.
Most actions in the Eftsure Menu support multi-record selection. You can select multiple vendors and trigger actions like verification requests or email in bulk.

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The New record menu

The New button in the Eftsure Workspace and vendor forms has been extended with Eftsure-specific options alongside the standard D365 new vendor option.

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Status icon bars

Eftsure adds a row of status icons to AP forms so you can read the risk picture for a vendor or bank account at a glance — without opening any additional panels. The icons appear in the top-right corner of the form when you have a record selected. The icons displayed depend on the form you are working in:
Hover over any icon to see a tooltip with additional detail on potential blocks or the reason for the current status.
Eftsure uses four categories of status icons across AP forms:

Verification status

Shows whether the vendor’s bank account has been verified by Eftsure. Uses the same colour coding as the Eftsure portal: green (verified), orange (pending), red (failed or mismatch).

GovCode / ABN status

Shows the status of the vendor’s government registration number (e.g. ABN in Australia). Highlights discrepancies between what the vendor provided and the public register.

Tax registration status

Shows the status of the vendor’s tax registration as validated by Eftsure.

Email validity

Shows whether the email address provided by the vendor during onboarding passed Eftsure’s validity checks.
Status icons in grids (for example in vendor lists) show the bank account verification status for each individual row, making it easy to scan a list and identify vendors that need attention.

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Eftsure toolbar shortcuts

A dedicated Eftsure shortcut menu appears in most form toolbars, next to the standard Office button. It provides quick navigation without opening the full Eftsure Menu. The shortcut menu is divided into three sections:
Direct navigation shortcuts to the most-used features:
  • Onboarding (or new onboarding shortcuts)
  • Payee check
  • Workspace
  • Parameters
  • Support

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Filters

Eftsure adds a Filter button to the action pane of all applicable AP forms, sitting next to the Eftsure Menu. It lets you narrow the grid to vendors or bank accounts matching a specific status — without writing a custom query. What you can filter by:
  • Any Eftsure bank account verification status (e.g. Verified, Awaiting verification, Failed)
  • Vendor on-hold status
For payment journals, an additional filter option is available for payment lines (not just vendor bank accounts).

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Showing and hiding the filter

The Filter button is enabled for all users by default. Each user can choose to hide it on a per-form or global basis:
  • Hide from a single form — open the filter menu and choose the hide option. The button disappears from that form only.
  • Hide from all forms — go to User Options > Reset Filter button and set the Hide option to Yes. To re-enable, change the setting back to No.
To restore the filter after hiding it from a single form, go to User Options > Usage data and either Delete or Reset your usage history. The filter button will re-appear.

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Display modes

You can control how the Filter button looks and how much detail it shows:

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Filtering by Government Code status

The Filter button intentionally omits government code (ABN) status to keep the menu concise. To filter vendors by government code status, use either:
  • Eftsure Workspace > Registrations > All Vendors by registration, or
  • The standard D365 advanced filter or column sort on any vendor list form.
Government code status filtering is not available through the Eftsure Filter button. Use the Registrations tab in the workspace or the native D365 advanced filter instead.

Related topics

Eftsure Coverage: D365 Accounts Payable Forms and ModulesFrequently Asked Questions — Eftsure inside D365 FORelease Notes — Eftsure inside D365 FO (2024–2025)Partner ISV Extensions for Eftsure Inside D365Eftsure inside Dynamics 365 FO: Payment Fraud Prevention