EFT Web Screens

Requirement! Web Screens for EFT Processing are only available if you have a valid subscription license for EFT Processing.

Web Screens for EFT Processing are only available if you are running Sage 300 version 2022 and above.

Watch video EFT Web Screens launch

Available screens

With the July 2023 release, the following screens are available in the web screens:

EFT Setup

  • Options

  • Banks

  • Customers

  • Vendors

  • E-mail Messages

EFT Transactions

  • Create EFT File

EFT Transaction Reports

  • Transfer Details

  • Transfer Created

  • Print Advices

  • Audit Log

  • Receipt Batch Audit Report

  • Update Invoice Due Date Audit Report

EFT Periodic Processing:

  • Delete inactive records

  • Receipt Batch Audit Log (July 2023)

EFT Setup Reports

  • Banks

  • Customers

  • Vendors