Self-Certification is only available to users who hold the Eftsure Self-Certifier permission role in D365. If you do not see the option in the Eftsure menu, ask your system administrator to check your role assignment.
Accessing Self-Certification
Open the Eftsure menu from any vendor-related form in D365 — the All Vendors list, the vendor detail form, or the bank accounts form. Self-Certification appears as a menu option when your role permits it.Certifying a bank account
1
Select the vendor
Open the vendor whose bank account you want to self-certify.
2
Open the Eftsure menu
Select the Eftsure menu from the ribbon or action pane.
3
Choose Self-Certification
Select Self-Certification from the Eftsure menu options.
4
Select bank account(s)
In the self-certification form, select one or more bank accounts to certify.
5
Confirm
Submit the form. The selected bank account icon changes to a green sideways thumb, indicating it is self-certified.
You can certify multiple bank accounts in a single action from the menu. However, bulk removal of self-certifications is not currently available — you must remove them one at a time.
Removing Self-Certification
To reverse a self-certification, open the same Eftsure menu and select Self-Certification again. Choose Remove Self-Certification for the relevant bank account. The bank account status reverts to Orange (Not verified yet).Certification levels
Eftsure supports either a 1-level or 2-level self-certification process. All customers default to 1-level (a single authorised user completes the certification). If your organisation requires stronger dual-approval controls, Eftsure customer support can enable 2-level self-certification through the portal.Two-level Self-Certification
With 2-level self-certification, a second approver must confirm every certification before the bank account status is updated. This prevents any single user from self-certifying without oversight.Configuration
A system administrator must configure the approver groups before 2-level self-certification can be used:1
Open the configuration path
Go to Eftsure workspace > Parameter > Vendor groups > Legal entity > Vendor group > Self-certification.
2
Assign approver groups
Select the Level 1 and Level 2 approver or user groups. All users assigned to these groups must hold the Eftsure Self-Certifier D365 role.
3
Set up an email notification template
If your organisation does not already have an email notification template, use the Create Email Template button to generate a default template. This email is sent to Level 2 approvers when Level 1 completes their certification.
Email notifications are typically not sent from sandbox environments. Coordinate with your IT team when testing the 2-level workflow.
How the two-level process works
1
Level 1 self-certifies
The Level 1 approver follows the standard self-certification process. On completion, a confirmation message is displayed.
2
Level 2 receives a notification
Level 2 approvers receive an email prompting them to review the pending certification. They select Self-Certification - Pending 2nd Approval to open the form.
3
Level 2 approves
The Level 2 approver reviews the bank account details, adds any comments, and submits their approval. The vendor bank account is now fully self-certified.