Bectran User Guide

Getting Started

• How to Reset Password?
• I have signed up, how do I set up my account?
• My account is set up, what next?
• How to turn on/off email notices?
• Managing the credit request process– How to?

The Credit Application

• Credit Application Link
• Completing the Credit Application
• Customization: Interface, Content, Multiple Links

Credit Decision Support/Workflow

• How do I approve credit?
• Credit Decision Options
• How can I remove an application?
• Removing Existing Approving Officer.
• Bectran Credit Scoring Setup

Credit Documents Management

• Documents for Upload
• Documents Receipt Tracking
• 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

• Performance and Management Reports
• Tax Exempt Certificate Management
• Credit Review Reporting
• Additional Key Reports

Account Setup Quick Reference

• Add or Edit User in Bectran
• Organization
• Bectran Credit Policy Setup

Enterprise Integration

• Integration Technology Overview
• Development Process/Requirements