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A payment limit is a per-bank-account cap that Eftsure enforces at payment time. Once you set a limit on a vendor’s bank account, any payment above that amount will be blocked for Eftsure-verified transactions. This gives your team an extra control layer to prevent unexpectedly large payments — even when a bank account is fully verified.

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Setting a payment limit

1

Open the vendor record

Navigate to the vendor whose bank account you want to restrict. You can do this from Accounts Payable > Vendors > All vendors or from any form where the vendor is available.
2

Open the Eftsure menu

In the ribbon, select the Eftsure menu to expand the Eftsure action options.
3

Select Payment limit

Choose Actions > Payment limit from the Eftsure menu.
4

Enter the limit amount

Type the maximum allowable payment amount directly into the field, or use the toolbar controls to set the value.
5

Save

Confirm and save the limit. The cap is now active for that vendor’s bank account.
To remove a payment limit, follow the same steps and set the payment limit value to 0. Setting the field to blank is not sufficient — you must explicitly enter zero.

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Payment limit warning icon

When a payment journal line contains a transaction that exceeds the configured limit, Eftsure displays a warning icon directly on that payment journal line. Review payment journal lines for this icon before processing a payment batch to catch any transactions that have breached the cap.

Related topics

Vendor Payments: Eftsure Validation in Payment JournalsEftsure Users, Roles, and Duties Setup for D365 F&OEftsure User Interface: Menus, Icons and ShortcutsEftsure Coverage: D365 Accounts Payable Forms and ModulesFrequently Asked Questions — Eftsure inside D365 FO