Types of Payment Verification Thumb Results
Once payments have been loaded onto the online banking platform, efsture will run verifications through the bank extension link set up. A verification result for each payment in the batch will be returned by the eftsure system.
The following table illustrates the possible payment verification results and explanations by way of different coloured thumb icons.
Please refer to the "How To Manage Red and Orange Thumb Results" help guide for guidance on how to resolve failed payment verifications.
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How to Manage Red and Orange Thumb Results
Duplicates - After scanning a payment file, payee reference codes which have the same bank account number and branch code will be listed together in the "Entity" section. Orange Thumb Alert - This indicates the entity is not yet verified. Red Thumb ...
How to Scan/Check a Payment File
Users are able to load payment files directly using the portal. Once the payment file has been uploaded, the eftsure system will run verifications. Note: The scanning of payments runs directly off the eftsure banking extension to the online banking ...
Payment Limit, Out of Range Payment and Duplicate Payment Alerts
The "Payments" section includes a Red Alert that notifies you of: Loaded payments which are found to be duplicate payments. Payments exceeding the value set as a Payment Limit for a specific vendor. Out of range payments where limits exceed ...
How to Filter the Scanned Payment File Results
The "Filter Payments" function enables you to filter payments based on the different verification results that are returned when verification is run on records. 1. Select the "Payments" option from the left-hand ribbon. 2. Select the "Filter ...
Action Item: How to Set a 'Payment Limit' Alert to an Entity Record
Payment Limits can be set to ensure that you are notified when a payment to a vendor is out of range of the normal amount usually paid to that specific supplier. For records for which no Payment Limit is specified, the efsture system will ...