February 5, 2024

1) Legal Address Exclusions from Instant Decisioning Models

Users can choose to exclude applications from the IDM process based on specific values listed in the company description address fields. This update provides scenario flexibility for credit and job applications when specific values contained in the Legal Address Line 1/2 information should be excluded from the instant decision queue. This pre-condition utilizes a DOESNOTCONTAIN (DNC) operator that will scan the address fields and exclude applications from the instant decision queue if the values on the application match any of the user-configured values within the IDM model. 

2) Outbound Invoice Document Load using Bectran's RESTful Batch Architecture

The latest enhancement to outbound invoice documents introduces the ability for users to dispatch invoice documents from ERP systems through a new RESTful Batch API, providing an alternative to the SFTP method of invoice document transfer. This will allow for consistency in system architecture by maintaining the same integration method across invoice data and document transfer.

For additional information and instructions on utilizing this API, please reach out to your Platform Services Specialist.

3) Self-Serve Mass Customer Notification Preferences

With the latest update, admin users can mass update or edit notification preferences at the customer account level for auto invoicing, collections, pre-collections, and month-end open invoices by uploading the details via CSV. This negates manual intervention for enabling/disabling notifications for each customer account at scale.

Account Settings > AR Settings > Data Upload > Notification Preferences

4) Existing Customer Account Notes for Credit Reviews

File notes on ERP customer accounts, which were previously exclusive to customers with the Accounts Receivable package enabled, are now accessible to Credit Review subscribers. Each file note has a maximum character limit of 5000 characters. Additional file note categories can also be configured to promote the organization of notes within a customer account.