Orange Thumbs in the Payment File

Orange Thumbs in the Payment File

Orange Thumbs in the Payment File

In eftsure, an orange thumb in the Payments section flags a verification issue with a payment record. Below are common causes and the steps you can take to address them

1. Entity Not in Vendor Master file

If an entity has an orange thumb with a message indicating that it is not in the master data list, it means the entity is not currently included in your verified records. To resolve this issue:

  • Option 1: Quick Add the Entity
    • If you have all the necessary details, you can quickly add the entity to your Entities list.
    • Once the entity is added, rerun the payment screening. The verification status will update accordingly.


  • Option 2: Create an Onboarding
    • If you don't have all the details, initiate an onboarding process for the entity to upload the information themselves.
    • Once the onboarding is complete, the entity can be verified.

2. Entity Not Verified Yet

If the entity could not be verified and displays an orange thumb:

  • The entity's bank account may not be automatically verifiable as the bank does not fall part of eftsure's automatic verification. 
  • To resolve this, contact eftsure support to either rerun the verification or perform a manual verification.

3. Company Registration/ID Number Not Provided

If an orange thumb appears with the message "Company registration/ID number not provided," it means there isn't enough information available to complete the verification process:

  • Add the missing registration/ID number to the entity’s record:
    • Click the Actions button, then select Manage Entity.
    • This will take you to the Entities section, where you can edit the entity record if you have the Entity Manager user right.
  • After updating the information, rerun the verification to update the status.

By addressing these orange thumb alerts, you can ensure accurate and complete verification of payment records in the eftsure platform.


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