Release Notes: May 23, 2024

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Portal (Version 24.51.0)

The following sections summarize the Payrix Pro portal changes in this release. For more information, see the Portal Guide.

New Features

  • The new Entity Custom Fields feature allows Facilitators and Referrers to send multiple identifiers and Risk-requested items in user-configured custom fields, streamlining the process and increasing Boarding Rates. Moreover, this capability can be leveraged from the Risk Decisions tool to establish precise risk criteria for applying Decisions and Policies.

Improvements

  • A new Status column has been added to display the active/inactive status of customer tokens from the Customers page under the Payment Methods menu, and a button to delete or set tokens to inactive, reducing dependency on the platform support team and providing clearer Portal information on the token status.

  • The Role tab on the User Detail Page now uses the updated Access Template User Interface for a more streamlined and consistent user experience.

Resolved Issues

  • Issue resolved where the gross sales chart on the Referrer Dashboard would inaccurately display line data for Month to Date and Last 30 Days selections.


Terminals

triPOS