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Release Notes - January 13, 2025

Portal (Version 24.72.2)

New Features

  • The portal now includes a feature to enable users to specify a default “From Entity” fee modifier for groups.

  • Advanced search options have been added to the Terminal Transaction page for more granular searches.

  • Users can now search by disbursement ID in the global search, improving efficiency for reconciliation questions.

  • The loan widgets have been embedded into the Payrix portal to provide easier access to loan offers.

  • The portal now supports user returning to the previous page of their last session to provide a streamlined workflow on login.

  • The Merchant signup form Save & Return feature is now available, allowing Merchants to save their signup progress and return at a later time.

  • Reporting now completes the generation of a timed-out report, sending an email to the user, even after they’ve left the page.

Improvements

  • The 'Total Sales YTD' on the Merchant Portal Dashboard accurately reflects gross sales volume.

  • The Card-Not-Present / Card-Present Referrer Dashboard tile now loads in seconds.

  • Referrers can now see embedded finance residual payment information from the Withdrawals Details and Disbursement Details pages.

Resolved Issues

  • Issue resolved where the Bank Account not appearing in the Withdrawal Schedule.

  • Issue resolved where the select timespan behavior on the Opportunity Dashboard.

  • Issue resolved where the Deduct Fee dropdown menu for Entity Types in the Add Fee modal would not display correctly.

  • Issue resolved where the year displayed in the date column on the Risk Management Alerts queue was showing as 1970.


Terminals

triPOS

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