Accounts Receivable Credit Management App version 1.0.21 (2023-08-11)

Enhanced for greater compatibility with typical corporate policies

• We’ve added support for a parent-child credit account hierarchy, with transactions and sales orders views on the parent account level, and consolidated credit scoring and prioritization of the parent accounts.
• The app displays customer details in the local currency instead of the reporting currency.
• Users can now maintain multiple credit approval matrices, grouped by credit control area.
• The app now supports multi-level credit limit approval workflows and has extended support for parallel and sequential approval flows.
• We’ve added an email workflow to enable external approver actions.
• When you’re configuring a workflow, you can now use approval groups to assign multiple approvers to the same review at the same time.
• We’ve enhanced the configuration UI that business users (like Finance Controllers or senior Credit Team members) use to manage and change the Credit Approval DOA matrix.
• We’ve optimized the credit exposure calculations.

For the app documentation, see Credit Management App.