Portal (Version 24.15.0)
Facilitators can now identify the Value Added Services enabled for different Referrers and audit them.
OmniToken has been added to the list of Value Added Services.
Express TriPOS has been added to the list of Terminal Types drop down for a merchant’s Account Overview page.
The Referrer Dynamic Dashboard now features an introductory walkthrough video the first time it is enabled to allow Referrers to quickly learn upon enablement.
Referrer-level Quick Reports now allow the selection of all merchants within the applicable dropdown with the new ‘Select All’ option.
The Referrer Dynamic Dashboard access toggle has now been consolidated into a single ‘Try Me’ toggle in the page banner.
The Access Templates page now features a ‘Try Me’ toggle within the page banner to enable to new dynamic user experience.
The ‘Merchant Applications’ smart tile for the dynamic dashboard now includes a line and bar graph displaying the previous 6 weeks of merchant boarding with number of merchant applications.
The 'Current Month Txns” smart tile for the dynamic dashboard now includes a line and bar graph displaying the previous 6 months of transaction volumes and number of transactions monthly.
Access Template creation page for Referrers and Facilitators has been updated to include a brief introductory tutorial and some pre-set options to assist in the deployment and learning.
Access Template creation page for Referrers and Facilitators has also been updated to include more human-readable explanations of access and roles for users.
When Merchants attempt to change their bank account information, either on Account or Withdrawal pages, a prompt will be shown to the merchant identifying that changing their account will prompt a review to validate authenticity, which may cause up to a 5 business day delay in your next disbursement.
Issue resolved where the contents of the “Boarded Today” smart tile from the Dynamic Dashboard would not align within the borders of the tile, causing overflow.
Issue resolved where clicking on the link for the Safer Payments within the Value Added Services section would not open the expected merchant list for sub-menu.