New Features
- Account Hierarchy
Manage procedures and reporting at the parent and/or child level to get paid as quickly as possible.
- Run procedures at the parent and/or child level
- Escalate to parent
Click here for how to configure and use this feature.
- Coface Integration
Ensure AR receivables are appropriately insured to minimize loss.
- Retrieve and visualize Coface Products
- Order New Products
- Update Credit Limit
- Transform/Delete Products
- Company.Info Integration
Monitor accounts to identify and address:
- Insolvencies
- Liquidations
- Change in legal form of company
- Change in ownership and management
- Paragon Printing
Customers are able to create a file that goes to Paragon for print and mail.
Enhanced Features
- Dispute Widget Enhancements (US Only)
Improve the usability of the Dispute Widget in BT Collections including:
- Pagination for readability and performance
- Sorting and searching to easily find disputes
- Clean-up of the dispute details window
Click to configure Enhanced Disputes:
- Feature & Functionality Guide - Configuring Enhanced Disputes in Platform
- Feature & Functionality Guide - Configuring Enhanced Disputes in BT Collections
- Feature & Functionality Guide - Using Enhanced Disputes
- Atradius API
Upgrade from Webservice to API
- Channel Enhancements (EU Only)
Improve the functionality and user experience by:
- Allowing external email addresses
- Add replaceable tags for case comments
- Create action to automatically assign case
- Create action buttons for workflow steps in channel email templates
- Add fields to channel reporting
Click here for how to configure and use this feature.
- Requested Enhancements & Ideas
Enhancements that improve the customer or implementation experience.
- Translated columns for exported reports
- Add columns to archive page and DIP to document overview
- Allow forwarding/replying to emails without a from address
- Add status codes for the remaining standard statuses
- Fix dashboard spacing in platform
- Running procedures - history of processed steps
- Filter out inactive users
Send weekly/monthly account statements