Workspace Overview
Explore the Eftsure workspace dashboard in D365
Supplier Onboarding
Invite vendors and collect verified bank account details
Vendor Verification
Verify existing vendor bank accounts against the Eftsure database
Payment Protection
Block unverified payments before they leave your system
What Eftsure does
Eftsure integrates directly into your existing D365 Accounts Payable forms — vendors, invoices, and payments — so your team works in one place with full fraud-prevention coverage.Onboarding
Invite suppliers through a guided digital process. Eftsure verifies their bank account and business registration before they’re created in your system.
Verification
For existing vendors, trigger a bank account verification at any time from the vendor master or bank account form.
Payment control
Eftsure acts as the final checkpoint. Only vendors with a verified status proceed through EFT payment.
Key modules
Eftsure inside D365 FO covers three main Accounts Payable modules:- Vendor management & electronic onboarding — self-service supplier registration with Eftsure verification
- Invoices — real-time risk visibility at invoice time to avoid blocking payments downstream
- Payment protection — prevents incorrect or unverified payments from leaving the system
Get started
1
Explore the workspace
Open the Eftsure Workspace in D365 to see your onboarding pipeline, verification statuses, and pending tasks.
2
Understand the UI
Learn how Eftsure’s icons, menus, and filters appear throughout D365 AP forms.
3
Onboard your first vendor
Follow the onboarding workflow to invite a supplier and have Eftsure verify their bank account.
4
Protect payments
Review payment protection to understand how Eftsure blocks unverified EFT transactions.
For troubleshooting assistance and answers to common questions, see the FAQ.