# Eftsure inside D365 FO

## Docs

- [Configure Onboarding Settings in Eftsure Parameters](https://docs.eftsureinsided365fo.com/admin/onboarding-config.md): Configure the Onboarding tab in Eftsure Parameters — defaults, banking options, addresses, forms, greeting templates, and document management.
- [Configure Eftsure Verification for D365 Payment Methods](https://docs.eftsureinsided365fo.com/admin/payment-methods.md): Configure which payment methods Eftsure validates in D365, set default EFT methods, and manage verification statuses that allow payment generation.
- [Security Architecture and Configuration in Eftsure](https://docs.eftsureinsided365fo.com/admin/security.md): Understand Eftsure's security architecture — secrets encryption, TLS, OAuth 2.0, antivirus scanning, and role-based access control in D365.
- [Eftsure Admin Setup Guide for D365 Finance and Operations](https://docs.eftsureinsided365fo.com/admin/setup.md): Hub for core admin configuration in Eftsure inside D365 F&O: Connections, Batches, License, Go-Live steps, and configuration best practices.
- [Eftsure Users, Roles, and Duties Setup for D365 F&O](https://docs.eftsureinsided365fo.com/admin/users-and-roles.md): Configure Eftsure users, assign D365 and portal roles, manage duties and permissions, and keep both systems in sync for consistent access control.
- [Vendor Group Configuration in Eftsure D365 Parameters](https://docs.eftsureinsided365fo.com/admin/vendor-groups.md): Configure automation, display, forms, self-certification, greeting templates, GST validation, and banking options per vendor group in Eftsure.
- [Eftsure Coverage: D365 Accounts Payable Forms and Modules](https://docs.eftsureinsided365fo.com/get-started/coverage.md): Eftsure extends the Vendors, Invoices, and Payments modules in D365 with real-time risk visibility and fraud controls across your procure-to-pay process.
- [Eftsure User Interface: Menus, Icons and Shortcuts](https://docs.eftsureinsided365fo.com/get-started/user-interface.md): Eftsure extends your existing D365 AP forms with menus, icon bars, toolbar shortcuts, and filters — so fraud prevention fits into your normal workflow.
- [Eftsure Workspace: AP Control Centre in Dynamics 365](https://docs.eftsureinsided365fo.com/get-started/workspace.md): The Eftsure Workspace is your single hub inside D365 for vendor verification, onboarding pipelines, and AP risk management — all in one place.
- [Frequently Asked Questions — Eftsure inside D365 FO](https://docs.eftsureinsided365fo.com/help/faq.md): Answers to the most common questions about deploying, configuring, and using Eftsure inside Dynamics 365 Finance & Operations (D365 FO).
- [Release Notes — Eftsure inside D365 FO (2024–2025)](https://docs.eftsureinsided365fo.com/help/release-notes.md): Notable changes, new features, and fixes in Eftsure inside Dynamics 365 Finance & Operations for 2024 and 2025, plus the forward-looking roadmap.
- [Troubleshooting Eftsure inside D365 Finance & Operations](https://docs.eftsureinsided365fo.com/help/troubleshooting.md): Step-by-step guidance for diagnosing and resolving common issues in Eftsure inside D365 FO, for both end users and administrators.
- [Registering API Keys for Eftsure Inside D365 F&O](https://docs.eftsureinsided365fo.com/integrations/api-keys.md): How to register and configure API keys for government code and maps providers — VIES, HMRC, ABN, NZBN, UEN, TIN, Google Maps, Mapbox, and Azure Maps.
- [Comfort Pack: Government Lookups and Address Tools](https://docs.eftsureinsided365fo.com/integrations/comfort-pack.md): Optional Comfort Pack tools that improve data entry in D365 — government registry lookups, real-time validations, address autocomplete, and maps.
- [Integration Tools in Eftsure Inside D365 Finance & Ops](https://docs.eftsureinsided365fo.com/integrations/overview.md): Discover the integration tools in Eftsure inside D365 F&O — data entities, actions, business events, change tracking, and enumerations.
- [Partner ISV Extensions for Eftsure Inside D365](https://docs.eftsureinsided365fo.com/integrations/partners.md): ISV partner extensions that surface Eftsure fraud prevention signals inside ExFlow, Corpay, Xe, Treasury Automation Suite, and Microsoft Invoices.
- [Eftsure inside Dynamics 365 FO: Payment Fraud Prevention](https://docs.eftsureinsided365fo.com/introduction.md): Eftsure embeds real-time vendor verification and payment fraud prevention directly into Microsoft Dynamics 365 Finance & Operations.
- [Icons & Filters: Eftsure Status Indicators in D365 FO](https://docs.eftsureinsided365fo.com/user/icons-and-filters.md): Reference guide for Eftsure icons covering bank verification, GovCode, tax registration, and email status, plus AP filter controls in Dynamics 365 FO.
- [Payee Check: Quick Vendor Lookup & Onboarding in D365](https://docs.eftsureinsided365fo.com/user/payee-check.md): Use Payee Check in Eftsure for Dynamics 365 Finance & Operations to quickly search, verify, and onboard Australian and international vendors.
- [Payment Limits for Vendor Bank Accounts in Eftsure D365](https://docs.eftsureinsided365fo.com/user/payment-limit.md): Set a maximum payment amount per vendor bank account in Eftsure inside D365 FO to prevent oversized payments at the time of processing.
- [Self-Certification: Internal Bank Account Approval](https://docs.eftsureinsided365fo.com/user/self-certification.md): Learn how to use Eftsure's Self-Certification feature in D365 FO to internally approve vendor bank accounts when external verification is pending.
- [Supplier Communication Tools in Eftsure Inside D365 FO](https://docs.eftsureinsided365fo.com/user/supplier-communication.md): Use Eftsure's Comment and Email tools in Dynamics 365 Finance & Operations to contact suppliers, apply message snippets, and track history.
- [Change Request: Update Verified Vendor Bank Details](https://docs.eftsureinsided365fo.com/workflows/change-request.md): Send a change request when a verified vendor needs to update their bank account or other details, keeping the vendor responsible for submitting changes.
- [Supplier Onboarding: Invite and Verify New Vendors](https://docs.eftsureinsided365fo.com/workflows/onboarding.md): Invite a new vendor through the Eftsure onboarding wizard, track the invitation through verification, and accept the record into D365.
- [Vendor Payments: Eftsure Validation in Payment Journals](https://docs.eftsureinsided365fo.com/workflows/payments.md): Understand how Eftsure blocks unverified EFT payments, what journal line status icons mean, and how to use self-certification for urgent payments.
- [Vendor Management: Lookup, Create, and Verify Vendors](https://docs.eftsureinsided365fo.com/workflows/vendor-management.md): Use Payee Check to verify bank details before creating or onboarding vendors, then follow colour-coded status guidance to complete the vendor master.
- [Verification: Verify Existing Vendor Bank Accounts](https://docs.eftsureinsided365fo.com/workflows/verification.md): Send a verification request for existing or newly added vendor bank accounts, track statuses, and handle customer assistance escalations.