August 2022 Release Notes

Portal

New Request More Info page - allows partners to request more/additional documentation or information to streamline the manual boarding review process when something is missed or needs more clarification.
Three new emails have been created for the Request More Info page process. These emails are automatically sent as info is requested or received by the partner. These auto-generated emails can be white labeled similar to merchant signup forms but offer only fields for uploading documents or information.
Merchant emails that are added in the sign-up form will now pre-fill new “Create” and “Edit” Form sections.

Partners can now access merchant notes, documents, and custom field information from the prospective Merchant’s Account Profile page under “Notes” and “Documents” menus.
Three new discretionary fields have been added to the Portal for the Transaction Details sub-page. This allows merchant/customer specific fields will be passed along with the transaction.

Resolved an issue where .csv disbursement information would not completely download.
Resolved an issue where custom document and other custom fields would not appear in both expected locations (Account Profile>Notes / Documents) or (Merchant Underwriting page>Notes / Documents).

New type - disrectionary - added to TxnMetadatas VCORE_REPORTS_FLAT translator to handle client ID data stored for reporting purposes.

Three new discretionary fields have been added to the API for Transaction Details report. This allows further filtering, sorting, and specified information pulls within the Transaction Details report.
Payout secondary descriptor field name added for entity names in the “individual name” field and adjusted name to individualName to match accordingly.
Fee funding, adjustments and profit sharing entry jobs have been moved to a new entries queue to improve processing time and better handle the mentioned entry jobs.

Issue resolved where fees assessed to merchants would not show in the portal after being charged via API call.

Verifone devices are now available for merchants as a point-of-sale device offering additional device options.

“Report Type” column value added to the Report History page list - helping to specify the difference between the Standard Profit & Loss report and the Month-End Profit & Loss report at-a-glance.