TABLE OF CONTENTS

• Customer and Supplier Portal Access 
• Autopay Management 
• Hierarchy & Project clarity

Sandbox accessibility 

Customer and Supplier Portal Access 

• Use case: Quick access to the Customer and Supplier portals.

• Summary: By default, sandbox users can access the Customer and Supplier portals. They can easily open portals using the quick access menu by clicking the flower icon. 

Module: Accounts Receivable >> Product theme: Streamlining AR payments 

Autopay Management 

• Use case: As the collector, I want visibility into my customers’ autopay settings to manage my collections strategy properly.   

• Summary of updates: 

  • Additional fields in the Customer profile & table values: Autopay timing, method, and payment details.  

  • Restrict the Invite to autopay action to ‘bill to’ customers only.

• Knowledge base

Module: Accounts Receivable >> Product theme: Management & Prioritization 

Hierarchy & Project clarity

• Use case: As the collector, I need to filter for billing customers and projects. 

• Summary of updates: There are additional columns in the receivables tables and customer profile to indicate customer and billing status type: Project (Y/N), Billing (Y/N).

• Knowledge base