March 4, 2024

1) Navigation Context Menu for Claims Management

With our latest update to the Claims Management module, navigational context menus have been added to enhance the module's user experience as a whole. Users can now easily navigate between All Claims, My Portfolio Claims, and Assigned Claims using the left-side menu.

2) Additional Customization Options for APAY Portal

To enhance customer experience while utilizing the Payment Portal, we have delivered the ability to configure and display customized messages on multiple sections of the portal. This new functionality allows users to deliver tailored messages to their customers within the payment process, making the payment experience more user-friendly. The sections where this functionality can be configured include the below:

• Open Invoices
• Short-Pay Claims
• Payment Methods
• Pay on Account
• Invoice Review (prior to payment)

3) Operating Unit Search Functionality in Task Console & User Home Screen

As a part of our recent performance upgrades, users will now be able to search for the respective operating units within the existing filter functionality on the Task Console page. This update enhances the performance of the Task Console including reduced navigation delays and faster load times.

4) Lien Tracking with NCS or Handle

Customers will have the option to send job data to NCS or Handle (depending on who are contracted with for Lien Tracking) upon approving Job Sheets. A project ID is returned by the Lien Tracking service, which users can use to track the project/job sent to the respective service provider.

At approval, job data can also be auto-sent to NCS or Handle, given that the basic criteria is met. The ability to set pre-conditions and checks prior to sending data to NCS or Handle is also available through our “GENTAP” process.

5) Option to apply Discount Terms on the Total amount or Sub-total amount

Customers will now have the option to apply discounts at the gross total or the subtotal amount. In the instance where discounts are to be applied after any necessary adjustments (sales tax, shipping & handling charges, and discounts), the discount can be applied at the sub-total level. If the discount is to be applied against the total amount before any adjustments, the option to apply the discount at the gross total is also available now.

The new option to apply discount terms on the (gross) total will provide the flexibility to avoid applying multiple discounts in case there is another discount applied on the invoice total.