June 10, 2024

1. Billing Information Addition to the Credit Review Report

We have added full billing entity information within the Credit Reviews Report. Previously, the report included the “Bill to Postal Code.” The latest enhancement to the report expands this to include the complete bill-to address and email. The additional information allows users to more easily and completely verify billing entities.

2. Individual Customer Search on Order Hold Reports

The order hold reports—Customer Summary of Order Hold and Order Hold Summary—now have the additional option of searching for an individual customer. When generating an order hold report, users can select to do so either at the portfolio level as usual or by customer name. The ability to generate these reports for specific customers saves time for users who only need that customer’s information.

3. Customer Legal Address Zip Code Added to Reports

We have introduced zip code fields to several reports. Users can now readily access this information as part of these reports. The updated reports are:

• Apps in Progress
• Collateral
• Apps Received

In addition, the Reviews Report has received a new “Primary Address Zipcode” field along with a “Billing Information” field. The latter captures the full billing entity information, similar to the “Shipping Information” field already on the report.

4. Option to Exclude the Requested Amount on the Manage My Request Page

We have added an option to exclude the Requested Amount from the Manage My Request page. When selected from the Advanced Custom Config menu, this option prevents the requested amount and timestamp from showing on the requests page. Doing so can make the form clearer when users have opted not to display the Approved Amount on that page.