> ## Documentation Index
> Fetch the complete documentation index at: https://docs.eftsureinsided365fo.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Self-Certification: Internal Bank Account Approval

> Learn how to use Eftsure's Self-Certification feature in D365 FO to internally approve vendor bank accounts when external verification is pending.

Self-Certification lets authorised users internally certify a vendor's bank account directly within D365. Once self-certified, the bank account icon changes to a green sideways thumb, indicating the account has been internally approved.

<Note>
  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.
</Note>

## 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

<Steps>
  <Step title="Select the vendor">
    Open the vendor whose bank account you want to self-certify.
  </Step>

  <Step title="Open the Eftsure menu">
    Select the **Eftsure** menu from the ribbon or action pane.
  </Step>

  <Step title="Choose Self-Certification">
    Select **Self-Certification** from the Eftsure menu options.
  </Step>

  <Step title="Select bank account(s)">
    In the self-certification form, select one or more bank accounts to certify.
  </Step>

  <Step title="Confirm">
    Submit the form. The selected bank account icon changes to a **green sideways thumb**, indicating it is self-certified.
  </Step>
</Steps>

<Note>
  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.
</Note>

## 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:

<Steps>
  <Step title="Open the configuration path">
    Go to **Eftsure workspace > Parameter > Vendor groups > Legal entity > Vendor group > Self-certification**.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

<Note>
  Email notifications are typically not sent from sandbox environments. Coordinate with your IT team when testing the 2-level workflow.
</Note>

#### How the two-level process works

<Steps>
  <Step title="Level 1 self-certifies">
    The Level 1 approver follows the standard self-certification process. On completion, a confirmation message is displayed.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

<Warning>
  Even if the same person belongs to both the Level 1 and Level 2 user groups, **two different Eftsure users** must complete the two actions. A single user cannot perform both levels of approval.
</Warning>


## Related topics

- [Vendor Payments: Eftsure Validation in Payment Journals](/workflows/payments.md)
- [Vendor Group Configuration in Eftsure D365 Parameters](/admin/vendor-groups.md)
- [Frequently Asked Questions — Eftsure inside D365 FO](/help/faq.md)
- [Eftsure Users, Roles, and Duties Setup for D365 F&O](/admin/users-and-roles.md)
- [Icons & Filters: Eftsure Status Indicators in D365 FO](/user/icons-and-filters.md)