Setup
Eftsure Setup Card
Update API URL and credentials received from Eftsure.
Developer Mode: Enable to check the raw responses from Eftsure APIs to assist developers in debugging.
Manual Mode: Enable to make Eftsure actions visible on pages that otherwise would be run using job queues in the background. This is to facilitate on-demand requests.
User Setup
Every Business Central user can use the Eftsure related functions. However, most of them will be done by automation through Job Queue Entries. Specific sensible functionality requires additional setup in the User Setup. These are to control administrative actions like Self-Certification, Activation and De-Activation of Vendors in Eftsure.
Setup Vendor/Supplier Onboarding forms
Multiple vendor onboarding forms can be created and customised in Eftsure depending on the category of vendors, country etc.
Eftsure API Timestamps
Logs the timestamp for API calls to Eftsure. Used in job queues to only retrieve changes since the last update.
Workflows [Planned]
This feature has not yet been released.
Workflows can be created and set up to automate the manual actions that we covered above.
Examples:
Supplier Onboarding:
If a vendor is created/changed in Business Central and mandatory fields like Name, Email, Payment Method Code etc. are filled in, a workflow can be configured as below to send an onboarding request to the supplier automatically.
Payment verification:
Payment journals are created by the user and once the entry is completed, the user can trigger the below workflow by an action to verify the payment.
Note: A manual action is required in this scenario so that user can confirm that he has entered all the journal lines and is ready for verification.