InfoHub™ Release Notes

InfoHub™ Release Notes

InfoHub Release – 09/19/2023

What’s new in this release:

Improvements to user experience

Based on user feedback, we have:

    • Expanded the character limit for legal business names
    • Enhanced vendor list sort capability
    • Addressed errors impacting information population in certain use cases


InfoHub Release – 09/11/2023

What’s new in this release:

Changes to commercial Method of Payment process

We’ve streamlined the experience for capturing the customer’s Method of Payment, allowing you to get them signed up faster.

Certain payment options, like automatic payment, will now be pre-selected based on application or program type.

Part 1: Vendor Experience

The ‘Method of Payment Authorization’ section on the ‘Create Documents’ screen replaces the previous ‘Method of Payment’ form.

InfoHub method of payment screenshot of dealer view

If direct debit is required, the ‘Automatic Payment’ checkbox will be pre-checked (and may not be unchecked).

If there is no payment due at signing, the ‘Amount Due at Signing’ checkbox will not be checked (and may not be checked).

If there is a specified amount due at signing, the ‘Amount Due at Signing’ checkbox will be pre-checked (and may not be unchecked).

You will be asked, ‘Have you obtained the Lessee’s payment information?’

    • If you select ‘Yes,’ you’ll be asked to enter the ‘EFT Direct Payment’ or ‘Credit/Debit Card Payment’ details.
    • If you select ‘No,’ the Lessee will be prompted to enter their preferred payment method details. (See below for the Lessee Experience.)
    • Either way, you will validate the information by clicking ‘Next’ to move on to the subsequent ‘Create Documents’ confirmation screen.

Part 2: Lessee Experience

The Lessee will receive an email linking them to a landing page where they can:

    1. Review their lease details
    2. Confirm their payment information
    3. Generate and sign documents

method of payment screenshot of lessee view

If direct debit is required, the ‘I authorize TimePayment to automatically withdraw payments due via EFT or Credit Card.’ checkbox will be pre-checked.

If direct debit is not required, the Lessee has the option to authorize automatic payments and submit their information.

If payment is due at signing, the amount due will be indicated.

The Lessee then generates the documents to review and sign.


InfoHub Release – 03/07/2023

What’s new in this release:

‘Request Change’ button

The Request Change button has moved to the top of the page.

new location of request change button

And, now the dropdown includes only the following options:

    • Upgrade Request
    • Application Data Update
    • General Application Request

dropdown options for request upgrade button

‘Documentation’ Section Name Change

The name of the ‘Documentation’ section has been change to ‘Application Progress’ to better highlight the area where you can view your deal activity.

name change to documentation section header

Upload feature renamed and moved

The feature that enables you to upload additional documents to your deals has been removed and replaced with an Add Document button, which is now in the section footer of Application Progress. This change provides you the same functionality as before and more clearly reflects the most efficient pathways for you to provide the supporting documentation needed to fund your deals fast.

new button for uploading additional documents

InfoHub Release – 08/01/2022

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Major Updates in This Release

Login with Email Address

You will now be prompted that your Username has been replaced with your registered user email address. 

Screenshot of instructions to change login email.
  • You will be prompted to convert to using an email address if you try to use a legacy username.
  • New option available for users to change login email under settings.
Screenshot of instructions to change login email.

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Pipeline History Detail Expanded

Pipeline application history results will show your past 6 months of results by default now instead of 90 days.

Screenshot of the application pipeline history details Back to Top

USPS Address Field Validation

All address fields in the apps are now referencing the USPS address database in real-time once the full address is populated, rather than on submit (the address suggestion popup will no longer exist). Data will be autocorrected with warnings to indicate changes made for you or required by you. You will notice the following happening automatically as you proceed to enter any address:

  • Abbreviations replace spelled out street types.
  • Allowed characters extended for streets and city.
  • Suite numbers will automatically be moved to the second street address line if entered in the first street address line.
  • Directional address components will be removed (e.g., NW Main Street changes to Main Street).
  • A yellow icon appears to the right of the address as an indicator any time a part is automatically changed.

Changed address component is highlighted in yellow.

  • A red icon appears to the right of the address as an indicator any time an invalid or unrecognized address can’t be matched.

Example of form errors showing the address missing secondary information.

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Updated Equipment Type Options

The equipment types listed have been updated to fit the wider variety of equipment types supported currently. You will notice more options to choose from.

  • Agriculture Other
  • ATM
  • Audio/Visual
  • Auto Accessories
  • Auto Body/Spray Booths
  • Auto Other
  • Auto Tools
  • Bankcard
  • Buildings Other
  • Cleaning & Maintenance Other
  • Coffee
  • Copier
  • Dental
  • Desktops
  • Dishwashers
  • Drone
  • Dry Cleaning
  • Embroidery
  • Energy Mangement
  • Engraving
  • Event Décor
  • Fitness
  • Food & Beverage
  • Fork Lift/Material Handling
  • Furniture Fixtures & Equipment
  • Garment Other
  • Generators
  • Grooming
  • Heavy Machinery
  • HVAC
  • Industrial Equipment Other
  • Irrigation
  • Janitorial
  • Lab & Analyzers
  • Laptops
  • Lasers
  • Laundry
  • Lawn Care
  • Machine Tools
  • Medical Other
  • Mortuary
  • Office
  • Office Furniture
  • Office Other
  • Optometric
  • Ovens
  • Peripherals
  • Phone
  • Photography
  • Physician
  • POS
  • Pottery
  • Printing
  • Recreational
  • Refrigeration
  • Routers/Hubs
  • Salon
  • School & Daycare
  • Security
  • Servers
  • Signage
  • Software
  • Software Construction
  • Software Maintenance
  • Sweeper/Scrubber
  • Technology Handhelds
  • Technology Other
  • Trailers
  • Vending
  • Water Dispensing
  • Water Other
  • Woodworking

Events and Messages replaced by Pending Requirements with new Workflows

For each deal you will see a list of pending requirements, their status, and the latest comments. Each type of requirement has new built-in workflows to streamline the review and improve communication on details for completing.

  • Request Change button in Pending Requirements section replaces Request Upgrade or Changes.
  • Change requests will add a new Requirement to the Pending Requirements list.
  • Upload files option is only available by requirement type
  • Options to complete requirements are customized for the requirement types (e.g., text field for business phone number requirement; upload link for proof of ownership).
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Other Changes, Enhancements, and Improvements:

  • General Session Expire Time – Enhanced security time-out is now default throughout InfoHub. Open sessions will expire after 30 minutes of inactivity, with a 30 second countdown warning. Any activity in InfoHub will reset the timer to 30 minutes.

  • Dealer Code Popup Removed – No longer checking that a dealer has programs on login. Users will not be allowed to submit an application without an active dealer program.

  • Change Login Email added to Header Navigation – A new option to change the user’s email login now appears under User Settings. Previously it was not possible to change an email address tied to the account.

  • My User Profile Options Updated – Changing name and email address has been moved to a new section since it is now the identity key. Security questions are no longer used. 

  • Password Security – new password requirements for enhanced security.

  • Lessee Industry Field – the entire dropdown list is now organized alphabetically.

  • Dealer Information Update – the Office listed in the Dealer/Equipment Info section may be replaced for dealers that only have relationships to payees in the current offices table. Office and Salesperson fields will not show in the app for the dealers who are not configured for multiple locations or salespeople associated with specific locations. Dealers configured for multiple locations will see the same names and labeling as before. 

  • Desired Product – the descriptions of the product options have been updated to be more clearly organized and in plain language.

  • Tax Calculator Updates – the following has been changed to the sales tax calculator form and results:

    • Street address is required now along with the city, state, and zip code.
    • Equipment Type is a new required field.
    • Lease Term is now a text box instead of a drop-down.
    • Sales Tax and Property Tax Rate no longer appears as a percentage. 
  • Lease Calculator Updates – you must now select an Industry and Sub-Industry from the drop-down lists for those fields to calculate a payment.

  • Customer Quote Tool Updates – the quote tool will no longer pre-populate with the application number and program selected when the application is submitted. Product names have been simplified and options for each display as applicable (advanced payments, deferred, etc.).

  • Application Summary – the Dealer, Office, and Salesperson Header information is moved to a new dedicated section for Dealer Info.

  • Dealer Info – this is a new section where the dealer code, name, office, salesperson, and payee codes are available to view. The office, salesperson, and equipment vendor fields are editable.

  • Cancel Application Dropdown Update – the option “Not moving forward with deal” has been removed.

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