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What's new in version 31

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Collections Release 31

New features

DCS translations

Disputes customers can now add translations for:

  • Reasons
  • Department
  • Category
  • Resolution

These translations are available to buyers that submit disputes through an application like eInvoice Connect.

 

Table filtering

You can now filter the document table in Account view! This is just the first of many filtering options being implemented in Collections.  

The filtering is available at the top left of the table:

 

table-filters-accounts.png

 

Users can enter a min and max for numeric values,

 

table-filters-numeric.png



Positive and negative payment behavior

Positive and negative payment behavior typically used for calculating a credit insurance self-assessment is now available to all BT Collections customers.

To count positive experiences:

  1. Select Payment behavior from the Marketplace.

    marketplace-payment-behavior.png
  2. Configure your rules around what constitutes positive payment behavior:

    payment-behavior-config.png

    Configuration

    Number of months to check indicates how many months should be considered when calculating the positive or negative payments

    Use Due Date or Issue Date is when the invoice is due or when it was issued

    Paid within days after date above is the number of days from the due date or issue date (selected previously) that constitutes a positive payment behavior

Once configured, the system will calculate the positive and negative payment behavior as follows:

  • To calculate the positive payments, we’ll count the number of paid (archived) invoices where:
    • Due date > issue date
    • Paid date < invoice date + “Paid within days after date”
    • During the last “Number of months to check”
  • To calculate the negative payments, we’ll count the number of paid (archived) invoices where:
    • Due date > issue date
    • Paid date > invoice date + “Paid within days after date”
    • During the last “Number of months to check”



Enhancements

Account Hierarchy

Enhanced visualization and functionality including:

  • Breadcrumbs
  • Display of procedure steps for the Account Hie
  • Display of new fields in the accounts table
  • Account Hierarchy data in the reporting module
  • Ability to search for parent accounts.

Adding Notes to Multiple Documents

Users can now add notes to multiple documents at the same time.  This enhancements allows users to:

  • Select multiple documents and add a note to all of the selected documents
  • Edit the note for all documents
  • Deleting the note from individual documents
  • Deleting the not from all documents

 

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