Added new space settings that were previously only visible by DAKCS Support.

Space Settings Enhancements

We have added a number of new settings for configuring the Consumer Portal. Previously, some of these features were hidden and could only be enabled by contacting DAKCS Support. We have removed this restriction and they can now be configured on DAKCS Hub. Each of the new settings are explained in detail below. The settings that have been improved are:

• Consumer Options - contains multiple settings to control what features are available to a consumer when logged into the portal.
• Disputes - An existing feature allows you configure how disputes can be submitted through the consumer portal. This is an existing feature and has not changed, but no longer must be enabled by DAKCS support.
• Consumer Portal State Disclosures - An existing feature for uploading state disclosures for a consumer to view on the portal. This feature has also not changed but no longer must be enabled by DAKCS support.

Note: All the settings listed have been automatically configured to the same values as they were prior to this release. This means any features in use will remain as they were and any features that were disabled will remain disabled until you switch them on.

• I.E. If you already had Payment Schedules enabled, they have remained enabled. If you had payment schedules disabled, they have remained disabled.

In short, the Consumer Portal will function exactly the same as it did prior to this release until you decide to make changes.

---

Consumer Options

All the new settings can be enabled or disabled independently. The new settings are as follows:

• Adjustable Payment Date
  • Allows consumers to select what date they want to schedule a one-time payment. When enabled, the payment date will show up in blue and can be clicked to select a date.
    

• Repeat One-Time Payments
  • After a consumer inputs the amount they want to pay in a one-time payment, if they do not also already have an existing schedule setup, they will be prompted if they want to repeat that payment when clicking “Next”.



• Payment Schedules (Pay over Time)
  • Allows consumers to select the Pay Off schedule option when making a payment. This option is only visible if the consumer does not have already have a existing payment schedule or existing repeat-payment schedule setup.



• Allow Saving Payment Methods
  • When a consumer makes a one-time payment, they are given an optional checkbox to save their current payment method for future payments.
  • This also allows consumers to manually update their payment information from the “My Info” screen.

• Allow updating Contact Information
  • Allows a consumer to modify their Personal and Contact info from the “My Info” page.
  • Consent is automatically set to “granted” if a consumer updates their phone and/or email.



• Allow downloading Account Summary Statements
  • Allows consumers to download an account summary statement as a PDF.
  • A total summary can be downloaded by clicking the “document” button from the main account summary page or a summary for a specific account can be downloaded after clicking into an account.

---

State Disclosures

The State Disclosure space setting now has an additional setting. Similar to the other settings this was previously a hidden setting only configurable by DAKCS support but has been made available to all DAKCS Hub users.

• Require viewing State Disclosure

When enabled, the Consumer Portal login page will show a link to view the state disclosure and an additional checkbox that consumers confirming they read the disclosure before they can log in. Note: The checkbox will only appear if a state disclosure document has been uploaded.

---

Dispute Settings

We previously added a feature to the consumer portal that allowed consumers to submit a dispute for an account. This was a feature that was hidden in the consumer portal until it was enabled by DAKCS Support but this made it difficult to know the Dispute feature was available. The Disputes feature is now now available to all DAKCS Hub Users by default.

• If you are already using disputes on the consumer portal, there will be no changes you need to make.
• If you are not using disputes and would like to, you can now set them up. Please contact DAKCS Support for questions on how to configure disputes on the Consumer Portal.

Note: The Dispute feature requires a Beyond Server running at least version X.X.X is required to use.

---

Changed

Resolved issue with loading communication history report.

Some users were encountering an error when viewing the communication history report on the DAKCS Hub. This has been resolved.

Fixed

Payment and Transaction Details Enhancements

We’ve updated the Consumer Portal to make it easier for consumers to view how payments are applied and to take quick action directly from key pages within the Portal.

---

Payment Details Page

The Payment Details page has been enhanced to show a breakdown of how the payment was applied and to which invoice(s) it was applied to. The breakdown is shown in the screenshot below. A list of transactions are now shown under the payment with details of how the payment was applied to each invoice. The name of each transaction is now clickable and allows consumers to easily navigate to the corresponding Invoice Details page for more information. After clicking the name of an invoice, the invoice detail page will be shown.

---

Make a Payment Footer

To create a more consistent experience across the portal, we’ve also added the Make a Payment footer to the bottom of both the Payment Details and the Invoice Details page. This allows a consumer to make a payment without having to navigate back to the Account Summary page. The new footer can be seen in the example screenshots shown above.

Changed

Show interest correctly on invoice statement

In the consumer portal, the invoice statement has been updated to show the correct interest amount in the payment history.

Fixed

We are now using your company logo for the favicon on the payment portal

The favicon (the icon on browser tab) for the consumer payment portal was previously set to the DAKCS logo. Moving forward, we are using a small version of the logo provided for whitelabeling the portal. If no logo has been provided, we will continue using the DAKCS logo as the default.

New

Client Debtor Number was added to the Account Summary on the Consumer Portal

The Client Debtor Number will now appear on the Consumer Portal in the Account Summary List with the label “Original Reference” If the Account is missing the Client Debtor Number, the “Original Reference” will be hidden for that Account in the Summary List.

New

Use correct date an account summary statement

The downloadable account summary statement has been updated with the correct date of service. This date was sometimes off in the past due to different time zones.

Fixed