Release V2.1

🚀 Updates

New Features

Credit Policy Feature

• The new credit policy settings gives organisations more control when managing account vetting and approvals, ensuring compliance whilst managing risk.
• Workflow allows designated users to be able to approve accounts even if credit policy rules are breached, these approvals are logged.
• Custom policy can be configured under the policy and workflow tab

Application Approval Acknowledgement Tracking

• Customers now receive approval emails with an Acknowledgement button.
• Acknowledging shows a confirmation screen and logs their response.
• The acknowledgment message can be fully customised.
• This can be enabled and managed under the application tab of the organisation settings.

Improvements

Enhanced Application Workflow

• Applicants can view all current and past applications in one place.
• Streamlined workflows reduce confusion and eliminate unnecessary steps.
• Easy to see application progress
• Applications can be edited or restarted after submission.

Collaborative Applications

• Multiple users from the same organisation can collaborate on applications.
• This improves turnaround time and reduces communication gaps.

Full Activity Logs

• All actions are now timestamped and recorded during the application process.
• This ensures visibility and accountability for all teams involved.

Tools for Credit Controllers

• Monitor application progress in real time by clicking on the (i) icon on the application page or account page.
• Resend application links at any point in the process.

Updated on: 04/06/2025