Eftsure verification for older payment details

Available for: Vendor Management (Eftsure integration)

When the Eftsure integration is enabled, Felix automatically sends eligible payment details to Eftsure for verification as your Vendors submit them. Payment details submitted before that point had to be reviewed manually. 

Those earlier payment details now show a "Start Eftsure verification" button when they are eligible. Clicking it sends the payment details to Eftsure, so your team does not have to review them manually.

Note: this feature requires that your organisation is using the "Record Matching" workflow for the Eftsure integration. If you would this enabled, please talk to your Customer Success Manager.

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Surface Contract insights through Felix Dashboards (beta release) 

Available for: Contracts 
 
In the reporting space, we most recently brought to you Vendor Management Dashboards – we’re now excited to bring you the second collection of visual reports with Contracts Dashboards. 
 
Designed to give procurement teams insights across all their contracts in Felix, Contracts Dashboards help you: 
 

• See your contract repository at a glance: Understand value, quantity and status across all of your contracts  
• Track key dates and reminders across the portfolio: Get visibility into uptake, coverage and ownership. 
• Monitor compliance and performance for contracted spend: See how vendors under contract are tracking across your organisation  
• Balance workload across teams: Understand how work is spread across contract owners  

Turn centralised contract records into more clarity, action, and control – all in one view. 
 
As this is a Beta release, we're actively gathering customer feedback. Please reach out to your Customer Success Manager to enable Contracts Dashboards.