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