1. Re-design of the Bectran Account Settings
Account settings have been restructured to provide a simplified user experience. Corporate Registration Verification, Job Sheet Lien Tracking, ACH Verification and UCC Filings Package have all been consolidated into sub-menus within the menu item Fraud/Security Management.
Country Risk Model Configuration has been moved under Account Settings and renamed “International & Multi-Currency Mgt.”
App Link Management has been moved to the main Account Settings menu, enabling users to manage application links, customize application content, and define and customize message templates all in one place.
Fax service will now appear as a separate menu item under Bureau & Fax Service. To view the Authorized Email, select Update Service.
2. Externalize Account Credit Type Configuration
AR users can now configure the types of account credits that will be used within AR Management to match source system credit types and create a more seamless user experience across systems.
The default account credit types include:
To Configure: Settings > AR Settings > AR Policy > Account Credit Type
***Internal code can be referenced in account credit API
The new account type can be selected when adding a new account credit within AR Management
3. Additional Customization Options within Payment Portal
AR users can now apply custom titles to dashboard metrics and choose to exclude account credits from the customer view within the payment portal.
To configure: Settings > AR Settings > AR Policy
To Configure Titles:
View within payment portal:
To configure account credits:
View without Account Credits:
View with Account Credits:
4. Payment Options Configuration through an Outbound API
AR Users can now control the payment method a customer can use in real-time through an external API to ensure customers use the desired payment options within the payment portal.
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
This API impacts the below settings:
To use this API, please reach out to your Platform Services Specialist.
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