Features/Enhancements:

1. Bectran Inbound IDP API now supports Client credentials Grant Type using OAuth 2.0.

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2. Credit users can now automatically notify customers of credit limit changes immediately following the completion of a Credit Review.

To configure this setting:

• Navigate to Account Settings > Organization > Message Templates > Credit Review Approval Notification
• Then, navigate to Account Settings > Organization > Message Templates > Credit Review Decline Notification

Note: When performing Credit Review, you must select this option in order to notify the customer.

*see images below for additional guidance

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3. Customers are now able to generate, view and print reports of any open, closed or past due invoices from the Self-Service Payment Portal.

To use this feature:

• Log in to Apay Portal > Select Export to Excel

*see images below for additional guidance

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4. Reports Dashboard for Credit and AR has been enhanced to allow filtering by report category.

To use this feature:

• Navigate to Credit/AR Reports > Filter Report > Select Report Type 

*see images below for additional guidance

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5. Credit and AR users can now search by transaction number on the Error Monitor page.

To use this feature:

• Navigate to Account Settings > Enterprise Package > Select Transmission Method (SECURED FTP Outbound XML Credit/AR) > Error Monitor > Search By Trxn #

*see images below for additional guidance

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6. Credit users are now able to require a Job Account Number on job sheet approvals.

To configure this setting:

• Navigate to Account Settings > Organization > Business Group > Advanced Configuration > Credit Management Workflow > Require Job Account # Entry on Credit Approval

*see images below for additional guidance