March 1, 2022

1. Custom Approval Authority for Credit Reviews

Credit users now have the ability to build out a custom approval hierarchy that is specific to credit reviews. This feature allows further segmentation of approval authorities, specifically in the event that existing customer reviews and new applications require different approval workflows.

Navigation: Account Settings > Credit Policy > Approval Policy > Advance Policy 

2. Additional Information on Job Sheets Received Report

Users can now access additional job information within the Job Sheets Received Report. This data will be available on the Excel export only.

This information includes:

• Analyst
• Analyst Comments
• Approving Officer(s) Comments
• Credit Limit
• Credit Term

Navigation: Reports > Applications Received > *Select Job Sheet* > Download Report

3. Adding Job Account Type (Secured/Unsecured) on Outbound Job Account Data API

AR Users can now signify if a job account is SECURED or UNSECURED  through the outbound job API.

To enable this functionality, please reach out to your Platform Services Specialist.

4. Payment Option Configuration through an Outbound API

AR Users can now control the payment method a customer can use in the Payment Portal through an external API to ensure customers use the desired payment options.

The different payment options include:

• Credit/Debit Card Only 
• ACH Only 
• ACH or Card
• Additional option: Force customer to sign up for automatic payments

To Configure: Home > AR Mgt. > Customer A/C > Payment Options > Enable Payment Options

To enable this functionality, please reach out to your Platform Services Specialist.

5. Include/Exclude Accounts Payable Contacts in Customer Communication

Users can now flag Accounts Payable contacts to be included or excluded from communication from Bectran. The flag is set to yes by default for all existing and new Accounts Payable contacts. 

Navigation: Account settings > AR Mgt. > Customer Account 

Contacts excluded from communication will be labeled accordingly.