CSV file(s):
PESSampleFileVMF
PDF file(s):
eftsure inside D365 F&O Go-Live complete checklist
eftsure inside D365 F&O Go-Live complete checklist-V4
eftsure inside D365 F&O Go-Live complete checklist-V5
Addresses autocomplete - White Paper
AP vendor payment
API Keys - White Paper
Brochure AU
Brochure US
Brochure.2024
Brochure.old
Cheat Sheet
Check a Payee - White Paper
Cloud Outage - White Paper
Configuration questionnaire US
Configuration questionnaire
Cross Company Data Sharing - White Paper
Cross Functional Flows Function
Data Integrity - White Paper
Deployment Guide
Direct email - White Paper
eftsureID
Electronic Reporting - White Paper
Export VMF
External Communication
FAQ
Field Extensions - White Paper
Filter feature - White Paper
Gap Analysis questionnaire US
Gap Analysis questionnaire
Hypercare handover
Key user training checklist
Kickoff Agenda
Kickoff
LCS Release Notes
Maintenance - White Paper
Map APIs - White Paper
OData Reference - White Paper
Pre-approval onboarding - White Paper
Pros and Cons
Release Notes - ACN & ABN
Release Notes - Employee onboarding
Release Notes - UI
Release Notes
Reports - White Paper
SSO
Support - White Paper
System admin training checklist
Technical guide
Template
Upgrade - PESChanges
Upgrade Guide
User guide international
User guide
V5 Upgrade
Vendor Collaboration guide
Vendor Group Number Sequence - White Paper
Vendor Payment - White Paper
Verify new bank accounts
Workflow Diagrams
eftsure inside ExFlow - User guide
eftsure inside Xe - User guide
eftsure portal - Setup Browser Extension
eftsure portal - Setup Company Information
eftsure portal - Setup Email Account
eftsure portal - User Guide
eftsure portal - Workflows
Eftsure UAT Signoff Template
Email Distribution List and Domain Setup_AU_NZ
Sample Comprehensive Audit Report
PNG file(s):
CSVSample
PESIMG_Setup
PESIMG_Setup_DeployablePackage
PESIMG_Setup_SolutionManagement
PESIMG_Upgrade
PESIMG_VendorCollaboration
PESIMGSupplierIntroductionEmail
PESIMGSupplierVerificationEmail
PESPermissionsMatrix
PESPermissionsMatrixCloud
PPTX file(s):
Bank Formats International
D365 Testimonial - RSL Lifecare
Architecture
Brochure.old
Data Sharing
DeployablePackages
Invoice solutions
Kickoff Agenda
Kickoff
Testimonials
USA - MinorityOwned and Ethnicity - Custom onboarding questions
eftsure inside ExFlow in D365FO
SVG file(s):
Cross Functional Flows
PESFlow_ChangeRequest
PESFlow_Onboarding
PESFlow_VendorCollaboration
PESFlow_Verification
VSDX file(s):
Cross Functional Flows
XLSX file(s):
Customer Entity Details - Multiple Entities Template
Before Go-Live checklist
Go-Live checklist
Hypercare checklist
Permissions Matrix
Test script
EINSearch Sandbox data
Supplier Data Import Master Template D365
XML file(s):
PESDelegates
ZIP file(s):
eftsureCSV_DeployablePackage_20201128
eftsureCSV_SourceCode
PES VMF Data Package