Resources

Spotlight - Approving changes to EFT Bank Account details

EFT Processing (Sage 300)
Quick Tips & Spotlights

We demonstrate 2 options for enforcing approval of changes to Customer or Vendor EFT Bank Account details. (2-Step Approvals in EFT Processing, or using Extender Workflow.)

00:00 Overview
01:20 2-Step Bank Detail Approvals in EFT
06:58 Extender Notifications + EFT Approvals
11:02 Extender Notifications & Approvals