Overview

Felix lets Organisation users manually start Eftsure verification for payment details that weren't sent to Eftsure automatically. Felix's Eftsure integration usually sends eligible payment details to Eftsure for verification automatically, but some payment details are never sent, for example if they were submitted before your organisation turned Eftsure on. For these cases, Felix gives Organisation users a Start Eftsure verification button so you can trigger verification yourself, without waiting for the vendor to resubmit their details.

Prerequisites & Permissions

The Start Eftsure verification button and its alert banner only appear on a payment detail's page when all of the following are true:

Organisation-level requirements:

• Your organisation has the Record Matching workflow enabled for the Eftsure integration (see "Record Matching" Workflow for the Eftsure Integration for background). If Record Matching isn't enabled yet, talk to your Customer Success Manager.
• The Eftsure feature is switched on for your organisation.
• The Eftsure integration is set up and enabled in Felix.

Payment detail requirements:

• The payment detail is eligible for Eftsure: a domestic Australian or New Zealand bank account using the EFT payment method.
• The payment detail is Active.
• The payment detail's status is Pending.
• The payment detail hasn't already been sent to Eftsure.
• The payment detail isn't already flagged as a possible Eftsure duplicate.
• The vendor isn't an internally managed profile.

User requirements:

• You have the Manage Payment Details permission.

If a payment detail doesn't meet these conditions, the payment detail can still be reviewed and actioned manually using the Approve Payment Details and Decline Payment Details buttons at the bottom of the payment detail page.

How to Manually Start Eftsure Verification

1. In the main menu, select Vendors and open the vendor whose payment details you want to verify.
2. Open the vendor's Payment Details tab. If your organisation also uses Payment Profiles, select Payments, then Payment Details.
3. Select the specific payment detail you want to verify.
4. If the payment detail is eligible (see Prerequisites above), you'll see a banner: "Eftsure verification available for these payment details", with the text "You can start the Eftsure verification process now, or review the payment details manually using the controls at the bottom of this page," and a Start Eftsure verification button.
5. Click Start Eftsure verification. The next step depends on whether your organisation uses Eftsure Entities:
   1. Entities off: the button disables itself immediately, shows a loading spinner labelled "Starting Eftsure verification," and Felix pushes the payment detail to Eftsure. The page updates automatically once Eftsure responds.
      
   2. Entities on: the entity selection screen appears immediately in place of the banner, with no loading step. Select one or more entities and continue through the usual entity assignment steps, including any record matching, to complete the push.
      

What happens next?

Once Eftsure responds, the payment detail's status updates to one of the following:

• Pending (yellow): Eftsure is still processing the verification. No email is sent at this stage.
• Approved (green): Eftsure has verified the payment detail. The vendor and your organisation both receive a confirmation email (subject to each side's notification settings).
• Review (red): Eftsure couldn't verify the payment detail, including cases where Eftsure finds the account details correct but the account name doesn't match. The vendor and your organisation both receive an email. The vendor needs to update and resubmit their payment details before the payment detail can be verified again. The vendor must enter the same account details that Eftsure holds on record, or Eftsure rejects the payment details. If the vendor needs to update their details in Eftsure (for example, to change the account name), the vendor needs to follow the Supplier's Change Details Process in the Eftsure help centre.

Troubleshooting

Issue	What to do
The banner and button aren't showing on a payment detail I expected to see them on.	Check every condition listed under Prerequisites & Permissions above. The most common causes are the payment detail already having an Eftsure status recorded, Record Matching not being enabled for your organisation, or the payment detail not being a domestic Australian or New Zealand EFT payment.
I clicked Start Eftsure verification and got an error.	Felix shows the message "Something went wrong. Please try again." The error means the push to Eftsure failed (for example, a timeout or network error). The Start Eftsure verification button returns to its normal state so you can try again. If the error persists, contact Felix support.
The payment detail shows a Review status after I pushed it to Eftsure.	The Review status means Eftsure couldn't verify the details as submitted, including the case where the account details are correct but the account name doesn't match Eftsure's records. Ask the vendor to check and resubmit their payment details from their Felix Memberships > Payment Details page.

Related Resources

• "Record Matching" Workflow for the Eftsure Integration
• Viewing and managing payment details with Eftsure
• About the Eftsure Verifications Integration
• Using Eftsure entities in Felix payment details workflows