March 31, 2025

1) Auto-Invoicing Inclusion of Invoice PDF

We’re enhancing auto invoicing emails to include direct PDF attachments, making it easier for customers to manually download their invoices. If more than 10 invoices are sent via auto invoicing to a single customer, multiple emails will be delivered. The PDF attachments will be included by default, and no additional configuration is required.

2) Credit App PDF in IDP-Credit

To improve our users access to credit application data, we've implemented the ability to receive applications in PDF form via integration. This update removes the need to download applicant information manually or store them independently, adding greater efficiencies to customer profile management.

Please reach out to your Platform Services representative for assistance with configuration of this addition.

3) Hierarchy Collections Functionality

This update enhances the consistency of collections strategy for users with Parent (Master) Accounts, by including the ability to execute collections at the Level 01 account level. With this update, users whose invoices are contained within multiple main accounts can now more easily manage their collections operations across all business entities simultaneously.

Please reach out to your Platform Services representative for assistance with configuration of this addition.

4) Additional Options to Resolve Follow-Up Tasks

We’re improving the task closure page for follow-ups by implementing the following options for resolution.

• Send Email
• Send SMS
• Send Voice Msg

Once selected, users will be prompted with a menu to indicate the risk level and appropriate corresponding message template to be delivered. This update improves task closure efficiency and streamlines resolution options for collections follow-up activities.

5) Collections Call Tasks Recording & Transcription/Summary

This update introduces automatic call recordings, transcriptions and AI summaries available in the COLLECTIONS MANAGEMENT & CALL TASKS menu on the Account Level. Users can listen to call recordings from this page and view call transcriptions within CALL DETAILS. This update provides greater oversight into call quality and provides users with a powerful resource for customer relationship management and key follow-up items.

6) Ability to Score Miscellaneous Customer Data in AR

We’re expanding our AR History and Collections scoring functionality to allow miscellaneous ERP data to be scored within new and existing models.

Any miscellaneous data used in scoring models must first be validated and standardized within the VALIDATE MISCELLANEOUS DATA ON ERP LOAD button under the CUSTOMER MISCELLANEOUS DATA menu.

A new menu within the AR History and Collections scoring models allows users to select and include standardized miscellaneous attributes in their models. Simply select ADD MISC DATA ATTRIBUTE TO MODEL and select from the dropdown. Miscellaneous attributes can then be assigned weights and scores, similar to standard scoring attributes.

Please reach out to your Platform Services representative for assistance with configuration of this addition.

7) Consolidated Account Summary View

This update introduces a new Consolidated View option to the account summary page, providing direct access to all key metrics across different levels of accounts. Metrics such as credit limit, balance, net exposure, aging buckets, and account credits for level 01, 02, and job/project accounts can now be easily viewed from one centralized location.

This consolidated view option can be accessed from level 01 accounts linked to level 02 accounts and for level 02 accounts linked to job/project accounts.

When enabled, users will see the following three panels:

• Level 01/02 Account Summary – Consolidated metrics across level 01 accounts and connected level 02 accounts.
• Level 02 + Job Account Summary – Consolidated metrics across level 02 accounts and connected job/project accounts.
• Job/Project Accounts Only Summary – Consolidated view of all job/project account metrics exclusively.

Additionally, an Expanded Transactional View has been introduced to improve user visibility of invoice, order, and payment data. This new feature consolidates transactions into a centralized view, covering both Level 01 and Level 02 accounts, as well as Level 02 and job/project accounts.

This view displays the aggregate dollar amount and details for:

• Open Invoices
• Closed Invoices
• Sales Orders
• Payments

An Account # field in the Consolidated View clearly identifies the account type associated with each attribute. When Consolidated View is enabled, users may also filter by Account # to sort by specific entities within an account hierarchy.

Please reach out to your Platform Services representative for assistance with the configuration of this addition.