August 19, 2024

1. Custom Title for Sales Orders

To increase usability and customer experience, we added an option to customize Sales Order titles for B2B and APAY users. You can enable this under AR settings, creating a custom label to replace “Sales Orders” across the platform. APAY Portal labels are now organized by categories like Invoices, Payments, Reports, and Sales Orders, making title management more intuitive. Categories will contain user-generated titles accessible by drop-down menus, creating even more portal customizability. To change the Sales Order custom title:

AR Settings → APAY Portal Config → APAY Settings → Sales Orders

2. Customer Miscellaneous Data UI Upload

As part of our continuous efforts to support the needs of our credit teams and enable process efficiency, we are introducing a new feature that allows users to create and update miscellaneous customer data via CSV uploads. This update is especially useful for organizations managing data across both legacy and modern systems. Teams can easily upload and update crucial data attributes transferred from older systems with a combination of key/value pairs. Admins will see a new “Customer Misc. Data” upload option to streamline frequent updates while maintaining current functionalities.

Account Settings -> Customer Data Upload -> Misc Data Mapping

3. Advanced Logic for Driver's License Verification with IDM 

This new update increases approval rates for users with delayed IDM and driver’s license verification. If a state does not support driver's license verification services, the an admin user can configure how they would like the system to proceed with credit application approvals. Previously, when a state didn't support driver's license verification, the application would be sent for manual review. This new framework introduces more granular status options through a multi-select list, allowing users to decide whether to proceed with IDM even if driver’s license verification doesn’t return a PASS. New colored badges have been added to quickly identify verification results - Green for PASS, Red for FAIL, Grey for NOT_AVAILABLE, and Orange for SERVICE-FAILURE. This enhancement improves control, reduces delays, and streamlines the approval process.

4. Existing Customer Advanced Search

We’ve improved the customer search functionality with an advanced search feature, allowing users to refine results using additional criteria beyond the legal name. This enhancement addresses the challenges of managing multiple accounts with identical names by enabling filters such as state, address, and DBA name. These refined search options significantly enhance accuracy, making locating the correct account information easier. Selected records integrate seamlessly with customer applications and job sheet links, and users are redirected to the appropriate account page in either Credit Reviews or AR, depending on the supplier.

Existing Customer Search Dropdown -> Advanced Search

5. Parent Ops Management Enhancements

We’re introducing customizable labels for Ops Name, Category, Parent, and Unit Fields within Parent Ops Management to address the challenges of managing multiple branches across different business groups with multiple languages. This enhancement allows users to tailor these labels for each group directly within the Parent Group Ops Management menu, significantly streamlining user provisioning and branch creation while reducing redundancy. Custom labels can be applied to all child sections within the Parent Ops structure and easily edited through a table view for comparison. This update maintains existing functionality while improving efficiency and providing a smoother, more intuitive experience for multi-language operations.

6. Sales Order Document Upload Functionality 

We extended Invoice Detail document upload capabilities to Sales Order Details. Users will now be able to view sales order documents directly on the sales order details page. In B2B, a new “Sales Order” document category can be configured in AR settings under Document Config. The Sales Order Details page includes a section for uploading and managing Sales Order documents, mirroring existing Invoice Document upload processes. The new Sales Order Document API allows for bulk uploads, with seamless integration and display in Sales Order Document section within the page.

For configuration assistance and API documentation, please reach out to your Platform Services Representative.

7. Invoice Document View in APAY

To address the needs of enterprise customers who prefer using their own invoice PDFs, we are introducing a new feature that hides Bectran’s automatically generated invoices when an invoice document is present. This update aims to only show preferred PDFs and simplify end-user experience. In AR settings, users will be able to replace the Bectran invoice view, when enabled, opening an invoice will show the customers PDF alongside a right-side panel with actions like “Pay Now”, “Issues Log”, “Claims” and access to additional documents such as BOLs, for streamlined management and simplified navigation in the payment process.