Release Notes: January 12, 2024

Portal (Version 24.34.0)

New Features

• The User creation form now contains a Custom Permissions tab to enable or disable individual features for each user.

• The User creation form now contains an Access Templates option that allows a new modern UI to be visible allowing for the assignment of Portal access capabilities during user setup.

• WellsACH has been added as a new entity route for eCheck processing.

Improvements

• The Disputes page has been updated to include a new Merchant column to allow Referrers and Facilitators to quickly identify the entity associated with the Dispute.

• The Dispute Tracker on the Dispute Details page has been updated to include a more detailed status badge indicating when a chargeback dispute is in Representment or Pre-Arbitration.

• The Dispute Tracker on the Dispute Details page has been updated to include an Evidence Upload due date within the dispute tracker (when applicable).

• The Disputes page has been updated to allow search by Cardholder name for quicker review.

• Disputes and Dispute Details reports have been updated to now offer a Quick Reports generation option for reduced load times.

• The Underwriting page has been updated to include buttons to Release, Review, Reserve, or Decline high-risk Merchants attempting to board or suspicious transactions more quickly.

• The Underwriting page Business Website Smart Card has been updated to display a portion of the entity’s business website in the Portal.

• The Underwriting page has been updated to include multiple search parameter criteria to allow for granular filtering options.

• Risk Decisions have been updated to include multiple selections when applying a No Match sub-decision or conditional rule.

• The Balance Details report has been updated to offer a Disbursement ID filter in the Advanced Filters option to sort and filter by Disbursement ID.

• The Dispute Details page now quickly identifies the Dispute ID, shown on the top of the Dispute Details tab for the Dispute profile.

• The Bank Account Change request process has been updated to include a green checkmark for all automatically approved manual submissions.

• The User creation form has been updated to include a search bar in the Teams section to allow an entity to search by team for quicker assignment of new users.

• The Merchant Profile page has been updated to redirect users to the Disputes page when clicking on listed disputes from the menu.

• The Portal has been updated to remove constantly required location sharing by displaying a Remember Me checkbox at login for 30 days before having to re-share a location.

• The search bar has been improved with a modern UI to simplify the categorizations of available search criteria options.

Resolved Issues

• Issue resolved where the information displayed for Unavailable status disputes in the Dispute Tracker would run outside of the boundaries of the message box.

• Issue resolved for multiple user interface bugs for assigning custom API roles and Portal resources on the Access Templates page.

• Issue resolved where the new Schedule Reports feature produces a 400 error when attempting to generate a scheduled report.

• Issue resolved where the Dispute Tracker page would display Past Due on disputes already decided as Won or Lost.

• Issue resolved where the Credit Report smart card on the Underwriting page would not properly display credit inquiry descriptions, decision codes, or detailed tradeline info.

Terminals

triPOS

• To view release notes for our triPOS terminal integrations, visit the FIS Developer Engine for triPOS.