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  1. Bectran Support
  2. Bectran User Guide

Bectran User Guide

Approval Workflow

  • Pre-Approval Review

Introducing Bectran UI 5.0

  • Introducing Bectran UI 5.0 for Sales Users
  • Introducing Bectran UI 5.0 for Credit Users

Getting Started

  • How to Add and Assign an Operating Unit
  • Add or Edit User in Bectran
  • How to Reset Password?

The Credit Application

  • Mass Email Application Links
  • Credit Application Link
  • Completing the Credit Application

Credit Decision Support/Workflow

  • Approval by Terms Policy
  • How to Reopen a Closed or Declined Application
  • Credit Decision Options
  • Bectran Credit Scoring Setup

Credit Documents Management

  • Revoking Personal Guarantee(s)
  • Documents Requiring Signature

Electronic Credit Reference

  • Industry/Trade Groups Credit Information
  • Selective Reference Processing
  • References FAQ

Existing Customer Credit Reviews

  • Performing Scheduled Account Reviews on Existing Customers
  • Performing Credit Adjustment Reviews on Existing Customers Within Bectran

Reporting

  • Ability to Schedule Reports
  • Tax Exempt Certificate Management
  • Additional Key Reports

Account Setup Quick Reference

  • Organization
  • Bectran Credit Policy Setup

Enterprise Integration

  • Integration Technology Overview

Portfolios and Collection Units

  • How to Create and Assign a Collections Unit
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