Partner extensions are licensed separately as options to Eftsure inside Dynamics 365 F&O. Each partner product is also sold separately — contact the relevant partner to arrange a demo or purchase.
Interested in becoming a partner? Visit https://www.eftsure.com/partners/.
Available extensions
Eftsure inside ExFlow
Surfaces Eftsure vendor and bank account status inside ExFlow invoice processing workspaces and forms. Powered by Truvio (formerly SignUp Software).
Eftsure inside Microsoft Invoices
Adds Eftsure status icons and menus to Microsoft Invoice Capture invoice forms and the Vendor Invoice Automation Workspace.
Eftsure inside Corpay
Blocks fraudulent payments by surfacing Eftsure statuses on payment journal lines before you send payments via Corpay Cross-Border.
Eftsure inside Treasury Automation Suite
Integrates Eftsure validation into the Treasury Automation Suite payment journal workflow, with exceptions surfaced in the TAS Exception List.
Eftsure inside Xe
Prevents fraudulent payments by surfacing Eftsure statuses on payment journal lines before you send payments via Xe Global Payments.
Eftsure inside ExFlow
ExFlow, part of the Truvio portfolio, processes supplier invoices in D365. The Eftsure inside ExFlow extension adds real-time Eftsure vendor risk signals at the point of invoice approval — giving AP teams visibility of vendor status well before payment time, leaving lead time for vendors to respond to any verification requests. Licensing: ExFlow is sold separately by Truvio. Eftsure inside ExFlow is a licensed option on top of Eftsure inside D365 F&O.What’s added to the ExFlow UI
Four components are added on top of ExFlow screens:
These components appear in the ExFlow supplier invoice management and My supplier invoices workspaces, as well as all import forms, document forms, agreements, and posting proposals.
Vendor and bank account lookups are also extended to display Eftsure status colours and icons, so you can see verification status during record selection — not just after.
The standard Eftsure filter button is also available on all ExFlow screens, allowing you to filter by bank account colour or vendor blocking status.
Activation: Features are visible only for legal entities where Eftsure is enabled. No changes appear for other legal entities.
Eftsure inside Microsoft Invoices
This extension brings Eftsure status visibility to invoices processed through Microsoft Invoice Capture. It adds the same five Eftsure UI components that appear in the standard extension, now available across the core D365 invoice forms. Licensing: Microsoft Invoice Capture is sold separately by Microsoft. Eftsure inside Microsoft Invoices is included out of the box since v4.32.39.1164.What’s added to the invoice UI
These components are available on the Vendor Invoice Automation Workspace, Open vendor invoices, Tax Invoice Journal, Pending vendor invoices, and Tax Invoice Pool forms.
The standard Eftsure filter button is also available on the workspace form parts, allowing you to filter by bank account colour or vendor blocking status.
Eftsure inside Corpay
The Corpay extension prevents fraudulent payments by surfacing Eftsure verification statuses directly on payment journal lines before you send payments via Corpay Cross-Border. Licensing: Corpay Cross-Border is sold separately by Corpay. Eftsure inside Corpay is a licensed option on top of Eftsure inside D365 F&O.How it works
Once the extension is deployed, your payment journal lines are extended with Eftsure statuses:- On errors: Payment journal lines with invalid or unverified payees are highlighted. The Generate Payments and Send to Corpay actions are blocked until all issues are resolved.
- On success: When all payment journal lines are green and valid, payments proceed normally through Corpay.
1
Open a payment journal
Open an existing payment journal containing lines to be paid via Corpay.
2
Review Eftsure statuses
Examine the Eftsure status column on each payment line. Lines with issues are highlighted.
3
Resolve or remove problem lines
Fix validation issues for flagged vendors, or remove problematic lines for later processing.
4
Send to Corpay
Once all lines are green, proceed with Generate Payments and Send to Corpay as normal.
Eftsure inside Treasury Automation Suite
The Treasury Automation Suite extension integrates Eftsure validation into the TAS payment journal workflow. Validation errors from both Eftsure and Treasury Automation Suite are surfaced together in the TAS Exception List, giving you a single place to manage all payment validation issues. Licensing: Treasury Automation Suite is sold separately by Truvio/SKSoft. Eftsure inside Treasury Automation Suite is a licensed option on top of Eftsure inside D365 F&O.How validation works
Before Eftsure validation runs, all payment journal lines have a verification status of None. Attempting to pay any of these lines is blocked until validation has been performed. You can trigger validation in three ways:- Validate → Validate — runs standard validation including Eftsure
- Validate → Eftsure → Payments — runs Eftsure-only validation
- The Eftsure main icon in the top-right corner of the payment journal — runs Eftsure-only validation
Exception List
Validation errors from both Eftsure and Treasury Automation Suite appear together in the Exception List, accessible from the payment journal toolbar. Eftsure errors are highlighted with a light blue background for easy identification. The Exception List has two display modes:1
Open a payment journal
Open a payment journal with existing lines.
2
Run validation
Use Validate → Validate or trigger Eftsure validation via the Eftsure icon.
3
Review exceptions
Open the Exception List and review all errors. Eftsure errors appear with a light blue background.
4
Resolve or remove problem lines
Fix any flagged lines or remove them for later reprocessing.
5
Complete payment
Once the journal is 100% green, payment proceeds normally through Treasury Automation Suite.
Eftsure inside Xe
The Xe extension prevents fraudulent payments by surfacing Eftsure verification statuses on payment journal lines before you send payments via Xe Global Payments. Licensing: Xe Global Payments is sold separately by Xe. Eftsure inside Xe is a licensed option on top of Eftsure inside D365 F&O.How it works
Once the extension is deployed, your payment journal lines are extended with Eftsure statuses:- On errors: Payment journal lines with invalid or unverified payees are highlighted. The Generate Payments and Pay with Xe actions are blocked until all issues are resolved.
- On success: When all payment journal lines are green and valid, payments proceed normally through Xe.
1
Open a payment journal
Open an existing payment journal containing lines to be paid via Xe.
2
Review Eftsure statuses
Examine the Eftsure status column on each payment line.
3
Resolve or remove problem lines
Fix validation issues or remove problematic lines for later processing.
4
Pay with Xe
Once all lines are green, proceed with Generate Payments and Pay with Xe as normal.