1) Default Terms for COD Applications
In an effort to provide users with more precise granularity into decisioning, the Bectran platform now allows you to set up default terms for COD (cash on delivery) applications. This functionality is also available at the IDM approval level.
2) Customer Account CSV Load Enhancements/DBA Name Column Added
To enhance user experience and support account oversight, credit users are now able to change a next review date for previously loaded customers through a CSV load. Additionally, a column denoting "DBA Name" has been added to the application workflow when uploading customer data.
Using the "Status" column, users can now deactivate accounts that are no longer needed.
3) Ability to Remove Financing on Job Sheets
Users can now remove the job financing section from the job sheet workflow.
4) Creditsafe Connect API Enhancement
In an effort to provide more detailed reporting, users can now view full Creditsafe PDF reports as well as scored data attributes.