Portal (Version 26.11.2)
The following sections summarize the Payrix Pro portal changes in this release. For more information, see the Portal Guide.
New Features
Users can now see a pop‑up announcement that helps them discover the new Financial Reports feature. This announcement is displayed once for each user and does not return after dismissal.
Partners and merchants can now schedule financial reports to automatically receive report files by email.
Partners can now access a beta Account Updater dashboard to view billable performance for their portfolio and access detailed billing insights.
Improvements
Added a required Phone Number field to the Beneficial Owner/Controlled Person section on Canada signup forms.
Improved navigation by moving the Value Added Services menu from the Settings page to the Admin section of the main side bar in the portal.
Resolved Issues
Issue resolved where Northwest Territories, Nunavut, and Yukon provinces were missing from Canada signup forms.
Issue resolved where searching for merchants on the Apple Pay registration page failed when entering multi-word search terms. Searching now works correctly across merchant name, MID, and domain fields.
Issue resolved where incorrect chargeback documents were displayed to merchants. The system now displays the correct information.
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 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 |
|---|---|---|
Use Case: Add a Merchant's New Bank Account | add-a-merchants-bank-account | |
Use Case: Balance Daily Disbursements | balance-daily-disbursements | |
Use Case: Reconcile Negative Disbursements with a Disbursement Summary Report | reconcile-negative-disbursements-with-a-disbursement-report | |
Use Case: Reconcile a Withdrawal Disbursement | reconcile-a-withdrawal-disbursement | |
Use Case: Reconcile a Negative Disbursement | reconcile-a-negative-disbursement | |
Use Case: Reconcile Disbursements with a Disbursement Summary Report | reconcile-disbursements-with-a-disbursement-report | |
Use Case: Reconcile Daily Funding | reconcile-daily-funding |
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 |
|---|---|---|
Use Cases: Bank Account Maintenance (archived) | ||
Use Cases: Reconciliation (archived) | ||
Use Cases: Reconciliation (archived) |
Other Improvements
The following table shows new articles and various improvements to existing articles:
Article | Summary of change | New URL slug |
|---|---|---|
Created a new section containing existing procedures on adding and maintaining bank accounts | bank-account-maintenance-partners | |
| Consolidated content with Update a Bank Account and archived these articles | Not applicable |