MX Connect Ideas

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MXC Partner Set up - Add bypass function for Credit Report in Auto Page

Add the ability to bypass the Credit Report fields (See screen cap) on the "Auto" tab in the Partner Setup. For specific Land Lord Station partners, the fields associated with the Credit Report will not be required and therefore the user will need to bypass the associated Credit Report fields to this section.

By allowing the bypass, the partner is not requiring Credit Reports to be pulled for the merchants boarded however still utilizing the auto approval logic within this tab.

Therefore any accounts boarded under this partner will not have their credit reports run and bypass the auto approval logic as part of the approval.

NOTE: This request is to allow a bypass, not to eliminate for all partners added.

Please add Bill Christensen as SME for this idea.

Navigation to this section is: SETTINGS/PARTNERS/AUTO (tab)/ CREDIT REPORT

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  • Dec 14 2020
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  • Disissi Disissi commented
    April 07, 2021 09:33

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