February 23, 2021 Update

Features/Enhancements:

1. Credit users can now make EFT Forms an in-workflow requirement during the application process.

To enable this configuration for applications:

• Navigate to Account Settings > Organization > Custom Credit App > Click on the App Type (Page 1) > Review/Edit Under EFT in Workflow > EFT Form Required (Switch to YES)

2. Credit users can now make ACH Forms an in-workflow requirement during the credit application process.

To enable this configuration for applications:

• Navigate to Account Settings > Organization > Custom Credit App > Click on the App Type (Page 1) > Review/Edit Under ACH in Workflow > ACH Form Required (Switch to YES)

3. Two-factor authentication using email/text is now available for all users.

Two-factor authentification is now available for all users. This can be enabled at the company level in settings, and will apply to all users (Credit , A/R & Sales). Inactive Days Period can also be configured to require two-factor authentication after a set period of inactivity by user.

To enable this configuration:

• Navigate to Account Settings > Organization > Client Preferences > Edit > Two Factor Authentication > Select YES

• When Two-Factor Authentication is set to YES, you will also be abe to configure Inactive Days Period