Accessing Payee Check
You can open Payee Check from two places in D365:- Eftsure shortcut menu — select Payee check from the Eftsure dropdown
- Eftsure workspace — select the Payee check tile from the workspace home
Searching for a vendor
Australian vendors
Enter a vendor name or a valid ABN in the search field. Payee Check looks up the Australian Business Register (ABR) and returns matching registered entities with a relevance score alongside their government registration number.ABN lookup requires your organisation to be registered for the ABR lookup option in the Comfort Pack. If you do not see ABN results, contact your system administrator.
International vendors
For international vendors, fill in all mandatory fields:- Vendor government country code
- Vendor name
- Account Code Type
- Banking details
International vendor lookups require an International licence. For full details on the Account Code Type and international banking field requirements, see the International User Guide.
Reading the bank account status
After entering valid bank account details, Payee Check performs an instant search against the Eftsure verification database and returns the bank account verification status icon next to the account. If the vendor is not yet in the Eftsure database, you can use the Onboarding button to start the verification process directly from Payee Check.Searching for duplicates
Before creating or onboarding a vendor, use Search for duplicates to check whether a record already exists in your vendor master. The duplicate search matches on:- Business name
- Government code (ABN or equivalent)
- Bank account name
- Bank account details
Searching across all legal entities
Use the Search for Vendors button to view the searched company across all legal entities with additional search criteria. Results show all matching vendor records that exist in D365. You can change the search criteria at any time using the same button.The Search for Vendors function requires Vendor ratings to be enabled under Licence configuration. Check with your system administrator if the button is not visible.
Creating a vendor from Payee Check results
If you want to create a new vendor or customer record from the search results, select the appropriate template using the + Vendor or + Customer button. Payee Check pre-fills the new record with the information it has already collected — name, government code, and bank account details — so you only need to add remaining fields such as address and contact details.The default fields carried over depend on your selected template. You may need to manually update fields such as currency to match the new vendor’s requirements.
Onboarding from Payee Check
If the vendor is not yet verified, select Onboarding to launch the Eftsure onboarding form pre-filled with the vendor details you entered in Payee Check — including government code details. Complete the remaining fields and submit to start the Eftsure verification workflow.Configuration requirements
Australia — ABR lookup
ABN search requires a valid ABR Registration GUID configured at: Parameter > VAT Number checks > Australia > ABR Contact your system administrator to confirm this is in place.International — licence
Your organisation needs an International licence to select country codes outside Australia. Contact Eftsure if you need to enable this.Vendor and customer templates
If you are not using the Eftsure onboarding workflow and want to create vendors or customers directly from Payee Check, you need vendor and/or customer templates configured in D365.Creating a vendor template (Australia)
1
Create a blank vendor
Go to Accounts Payable > Vendors > All vendors and create a new blank vendor. Fill in the mandatory fields (vendor name and group).
2
Open Record info
Select Options > Record info from the top ribbon.
3
Choose template type
Select either User template (available only to you) or Company accounts template (available to all users).
4
Name the template
Enter a name and description for the template and save.
- A User template is only visible to the person who created it.
- A Company accounts template is visible to all users, but only system administrators can edit or delete it.
Creating a vendor template (International)
Follow the same steps as above, but when creating the blank vendor, leave out any vendor-specific details such as government country code, address, and contact information. Only include mandatory and common fields that apply to all international vendors (name, group, method of payment, etc.).Creating a customer template
Go to Accounts Receivable > Customers > All customers, select a customer record, then choose Options > Record info. Select either System template (all users) or User template (single user only).Managing custom templates
Delete a user template
Go to User options > Usage data > Record templates to delete templates you have created.Edit or delete a company template
Go to Common > Setup > Record templates (requires system administrator access).In some cases, even a system administrator cannot edit a company template if it has ValidTimeState enabled. In that situation, the only option is to delete the template and recreate it.