Documentation Updates
As part of an ongoing effort to improve your Payrix Pro documentation experience, the following sections summarize the latest content updates.
Renamed Articles
Renamed multiple articles to improve clarity, useability, and search results. The following table shows the previous and new name and new URL slug of affected articles:
Previous article name | New article name | New URL slug |
|---|---|---|
Reporting | reports-and-reconciliation | |
Financial Reports (in the Implementation Guide) | create-and-manage-financial-reports | |
Available Portal Reports | available-standard-reports | |
Map Standard Reports to New Reports | map-standard-reports-to-financial-reports | |
Report History (in the Partner Administrator Guide) | manage-partner-report-history | |
Financial Reports (in the Merchant User Guide) | generate-merchant-financial-reports | |
Report History (in the Merchant User Guide) | manage-merchant-report-history | |
SaferPayments | enable-saferpayments | |
Using Decisions for Risk Mitigation | use-decisions-for-risk-mitigation | |
Using the Risk Management Page | use-the-risk-management-page | |
Plaid Integration Guide | plaid-link-registration |
Relocated Articles
Relocated multiple articles to improve navigation and make content easier to find. The following table shows where each article was moved:
Article | Previous section | New section |
|---|---|---|
All articles in the Reports and Reconciliation section, including: | ||
Risk Management (Partner Administrator Guide) |
Other Improvements
The following table shows new articles and various improvements to existing articles:
Article | Summary of change | New URL slug |
|---|---|---|
2024 Release Notes | Archived the 2024 Payrix Pro Release Notes | Not applicable |
Partner Pre-Implementation | Archived this article | Not applicable |
Added a new Bank Account Requirements section to specify regional and currency requirements for Canadian partners and merchants | Not applicable | |
Consolidated content between Reports (in the Partner Administrator Guide) and Create and Manage Reports (previously in the Implementation Guide) | create-and-manage-standard-reports | |
Consolidated content between the Financial Reports articles that are in the Partner Administrator Guide and previously in the Implementation Guide | create-and-manage-financial-reports | |
Reports (in the Merchant User Guide) |
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