May 12, 2025

1) Consolidated Automated Account Statements Across Account Hierarchies

To ensure central AP teams don't miss critical updates, Automated Statements and Auto-Invoicing emails will now be delivered to APAY contacts at the 01-account level, including all invoices and credit across an associated hierarchy. This change ensures key notifications reach centralized AP contacts.

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

2) Lookup Operating Units by Zip Code in Customer Applications

This update introduces a new search function on page 1 of the credit application, allowing customers to search and validate operating units by zip code. This enhancement reduces the chance of customers selecting the wrong branch. In addition, any branches not immediately located within that zip code will be surfaced by their distance from it.

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

3) Shipping/Billing & AP Contact Application Updates

To simplify the application process, this update further optimizes the Shipping/Billing and Accounts Payable Contact page.

Previously, in order to move to the next page, users had to check off three separate boxes to confirm each section. This update replaces them with a single “Confirm All” checkbox, making it faster and more intuitive to move forward in the application.

4) Include Assigned Analyst Information on Approval & Denial Emails

To provide greater direction and clarity to customers seeking information regarding the approval or denial of their credit application, we have implemented optional dynamic variables to include the assigned officer to the request on email templates. This allows users to include the contact information and signature—among other details—of the analyst assigned to an application. This helps redirect customer queries away from approving officers and to the credit analysts most familiar with their applications.

5) Multiple Manual Collections Templates per Risk Level

To give teams greater flexibility in their outreach, users can now assign and send multiple manual collection email templates to accounts within the same risk level.

This update removes the one-template-per-level rule, allowing users to choose from a dropdown of configured emails when sending manual messages—directly from the Recommended Actions tab.

6) Custom Scoring Model Pre-Conditions Functionality

This update introduces a new section to each scoring component titled “Pre-Conditions" within our users’ custom scoring models. This allows users to identify scoring components that, when unmet, have their weight redistributed among the remaining components. This prevents disqualification and enables a risk score to be determined with insufficient or partial data sets.

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

7) Sales Order Views for Payment Portal

The ability to display Sales Orders in the Payment Portal has been added under APAY’s General Settings. This option allows admins to either display or completely hide sales order pages to APAY users.

Additionally, to align with customer terminology and provide more control over payment portal visibility, sales order titles in the APAY view will now reflect the custom labels configured within APAY General Settings.

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

8) Updates to AR Home - Customer's Pending Activation

To improve visibility and streamline onboarding, this update adds contact and follow-up details to the Customer Pending Activation panel on the AR Home Page.

This panel highlights customers who require access to the payment portal but have not yet completed their activation. Users can click on a customer’s name to view key contact details and send an email directly from the home page, enabling faster outreach and resolution.

9) Updates to AR Home - Failed Payments

To help users spot and act on payments faster, failed payment messages now appear directly on the AR Home Page.

This update surfaces real-time error messages—such as card declines or billing mismatches—so users can quickly identify why a transaction failed and follow up with the customer if needed.