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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.