March 27, 2023

1) RESTful Invoice Data Load API

This update allows users to load multiple invoices in bulk. This feature saves you time during the onboarding process, as you can mass upload data into Bectran, where invoices are seamlessly applied to the corresponding customer accounts. 

2) Audit Log Entry for Disabling AutoPay on Multiple Payment Failures

APAY users will now receive audit log entry details when autopay is disabled after three payment failures. This enhancement provides visibility and record keeping for actions completed in the portal.

AR Mgt. Home > Search for ERP Customer > Audit Log

3) Email Notifications for Scheduled Reports

In order to save valuable time and to avoid having to navigate back and forth to Bectran, users will now receive an email notification once a report is generated and ready for download. 

Home > ERP customer A/C > Account Hierarchy Report > Generate Report

4) View/Edit Your Card Billing Address

APAY users can now view and update their billing address for existing payment methods to avoid having to set up new payment methods in the future. This update will eliminate having to complete duplicate steps in the process.

Payment portal > Payment Methods

5) Ability to Upload Financial Statement PDF Along with Audited FS Data

Users now have the option to upload a corresponding paper document immediately after providing data in the financial statements request screen to ensure enhanced organization of documents.

Credit app > Manage my Request > Financial Statement 

6) AR Risk Metrics at the Portfolio Level

AR users can now view and analyze business group level metrics at the portfolio level, allowing you to view metrics at a specific level rather than having to take multiple steps to view data. This update supports a more comprehensive overview of accounts.

AR Mgt. > Risk Metrics > Select Business Group