Drill to EFT Screens
For Sage 300
Optimize your Electronic Funds Transfer (EFT) processing workflow with the Drill to EFT Screens feature, a seamless integration designed to enhance efficiency and accessibility. This functionality adds EFT buttons to key areas such as AP Vendors, AP Payment Batch List, AR Customers, AR Receipt Batch List, and AR Refund Batch List screens, enabling users to effortlessly navigate to the EFT Processing screen directly from these locations.
EFT Processing
Adds some EFT buttons to AP Vendors, AP Payment Batch List, AR Customers, AR Receipt Batch List, and AR Refund Batch List, allowing you to directly open the EFT Processing screen from there.
Example 1: Open the EFT Vendor record from A/P Vendors.
Example 2: Open the Create EFT File screen from the Batch List screens, with the batch Type / Number pre-filled.
App Type
Packaged
Provides useful functionality ‘out of the box’. (May require configuration, but not coding.)