Location-Based Payment Plan Rules 🔥

We’re introducing a powerful new addition to Payment Settings! Our latest update adds a Payment Plan Rules subsection, allowing you to set tailored payment plan rules for specific locations (creditors name/codes or other product types). Do some clients prefer no payment plans, or require specific maximum plan durations? Now you can set these preferences with ease.

To get started, go to Settings > Payment Settings > Payment Plans Rules and create your first rule. Each rule lets you select one or more locations (just like in Settlement Offers) and apply tailored settings:

• Enable/Disable Payment Plans

• Set Maximum Allowed Duration (in months)

We’re excited to expand these settings further - your feedback is always welcome!

💼 Legal Policies Settings

• We’ve added a new toggle in Legal Policies to enable checkboxes in the Legal Policies popup (Settings > Legal Policies).

📁 Documents Search Update

• Enhanced Documents Search now supports searching by Email Subject or Document Name. Use the full or partial (beginning) Subject or Name to locate specific emails or documents.

🏦 Locations

We've added new columns to Locations list in Settings:

•  Active Accounts: Displays the number of active accounts per location.

•  Has Settlement Offer: Indicates "Yes" or "No" based on whether the location is selected in at least one offer setup.

More updates are on the way - stay tuned!