When to use verification
- A vendor was created manually in D365 and their bank account has never been verified.
- You have added a new bank account to an existing vendor record.
- A vendor’s invoice shows different bank account details to those already on record (see Vendor Management for the full change-of-bank-account process).
Verification statuses
View all verification statuses in Eftsure Workspace > Verifications > Legend.Trigger a verification request
You can send a verification request from three different places in D365.From All vendors
From All vendors
- Go to Accounts Payable > Vendors > All vendors.
- Select the vendor you need to verify.
- Click Eftsure > Available in Eftsure > Verification.
From the Eftsure Workspace
From the Eftsure Workspace
- Go to Eftsure Workspace > Vendors > Not verified yet / New supplier.
- Select the vendor you need to verify.
- Click Eftsure > Available in Eftsure > Verification.
From the vendor's Bank Accounts form
From the vendor's Bank Accounts form
- Go to Accounts Payable > Vendors > All vendors and open the vendor record.
- Open Bank Accounts.
- Select the bank account to verify.
- Click Eftsure > Available in Eftsure > Verification.
Bulk verification
You can send multiple verification requests at the same time. Select several vendors before clicking Verification. When multiple vendors are selected, the wizard does not open — D365 sends individual verification emails to each vendor using the default verification email template.Send the verification
1
Open the verification dialog
Select the vendor (or bank account) and click Eftsure > Available in Eftsure > Verification. A dialog box opens showing all the bank account details to be verified.
2
Review and edit contact details
Confirm the vendor’s email and contact details. You can edit these in the dialog if needed.
Any edits you make here are used only for this verification request. They do not update the vendor master file. If the auto-populated information is incorrect, follow the Change Request process to update the vendor master.
3
Optionally link a pending invoice
Select a pending invoice and expected payment date if applicable.
4
Click Send verification
Click Send verification. The vendor’s status changes to Pending.
Verification link expiry
Accepting verification
Once the vendor completes the self-service link, or once the Eftsure verification team confirms the bank account details, the status changes to Accepted. For a full description of all intermediate statuses, refer to the legend in Eftsure Workspace > Verifications.Customer assistance
A verification moves to Customer assistance status when Eftsure cannot complete verification and needs your input. Common reasons include:- The vendor declined to participate.
- Contact information is missing or invalid.
- Eftsure was unable to reach the vendor after 3 attempts over 3 days.
1
Review the assistance reason
Open the verification record and read the Customer Assistance Reason and any additional notes from the Eftsure team.
2
Choose how to proceed
You have two options:Option A — Retry verification:
Click Retry Verification and supply the additional information requested by the Eftsure team (for example, an updated phone number). The status changes back to Awaiting verification and the process restarts.Option B — Cancel and resend:
Click Cancel to cancel the current verification, then trigger a new verification with updated contact details.