1. Solid
  2. Dashboard
  3. Developer Tools

Dashboard Release Notes

Updated

September 21, 2023

August 29, 2023

August 24, 2023

July 26, 2023

  • Notifications - ability to filter on payment type, person, business, and IDV
  • Exporting data - new criteria for downloading reports:
    - up to 30k records can be downloaded via email
    - For the same report, next download is restricted for 5 minutes before it can be downloaded again
    - For records <= 200, direct download is available
  • Exporting data - new custom columns available:
    - Payments: Merchant details and "Reason code" fields
    - Cards: "Shipping method" and "Tracking number" fields
  • Persons and Businesses - Solid users, Program Owners, and Operators can edit the phone number for a person or business. An operator note is added to the activity log.
  • New Filters
    - Payments: filter based on "Reason code"
    - Cards: filter based on person ID and account ID
  • Payments:
    - "Dispute Status" field added to payment info
    - "Merchant ID" removed from "other currency" details section
  • Settings - Combined limits for ACH pull and Debit pull added under Transaction settings
  • Bug fixes

June 5, 2023

  • Search - Ability to search for contact names with special characters (@#$%^&**...) 
  • Person details - added "Show all families" link 
  • Filters
    - dropdown options are searchable to select
    - Person or Business ID now listed as a single search field
  • Exporting data - New logic to export is implemented as follows:
    - if records are less than 200 = Direct download.
    - if records are more than 200 & less than 10K = export via email 
    - if records exceed 10K = user is asked to apply filters before export
    - export email contains more context and a "Download file" link
  • Families list
    - details and copy (family ID & family link) buttons on hovering over a family
    - filter on status (active, inactive, deactivated) and 3 new filters (person ID, email, phone)
  • Payments
    - create a Help Desk ticket from payment details screen
    - filter payments list on dispute status (Initiated, Not Initiated, Successful, Declined)
  • Program Settings
    - Onboarding settings added
    - Program events added under Event logs
  • PCI security enhancement - Dashboard session will log out due after 15 minutes of inactivity
  • Bug fixes

May 11, 2023

  • Crypto removed from Person details, Business details, Payments, API log filters, Program settings, and side navigation

May 9, 2023

April 12, 2023

  • Overview - cross-border payments added to the payment section
  • Person Details - document and address data is now masked for member and developer roles
  • Disputes - new button added to the card transaction details screen (auth and authUpdates), which opens a new ticket window with transaction details pre-populated
  • Send a Check transaction details have a new "Check cleared" field to show if and when the check was cashed
  • Transaction details have a new field for Fallback Transaction ID linked to related overdraft transaction
  • Developer Tools - filter for webhook events by resource ID; performance improvements in API logs section
  • Help Desk - New "Transaction ID" field added to ticket creation
  • New Notification for IDV submission  "IDV of <person name> submitted for review"
  • Program Settings - toggles added to expand and collapse the sections on program config
  • Team Members - Owner role permissions have been upgraded to include all the Operator role permissions

March 20, 2023

February 15, 2023

January 17, 2023

  • Crypto: added currency filters to all list views
  • Send Crypto: now showing gas fee and txnHash in transaction info
  • Settings > Branding: new settings for physicalCardTextColor and virtualCardTextColor
  • Bug Fixes

December 30, 2022

  • Approve/Decline IDV in the Person details screen
  • Transactions list can be sorted by transaction or created date
  • Request IDV and Upload document in the Person and Business details screens
  • Crypto > Wallets > filter by currency
  • Owner & Operator can Cancel ACH from payment details screen (before processing)
  • Settings > Account settings > Account Opening Credit is editable (TEST mode)
  • Overview export now includes count of crypto wallets and payments
  • BIN type added to Card details screen
  • Copy Button for copying an object's ID (person, business, transaction, etc)
  • Transaction export now includes business ID
  • Bug Fixes

December 8, 2022

  • Create Accounts > Now you can create accounts of type Card Account
  • Create Cards > Now you can select Credit for the BIN type (linked account must be a Card Account)
  • Bug Fixes

December 1, 2022

  • Overview > added pie chart for cards by status

  • Person list > filter by email > wild card search (eg. *@solidfi.com)

  • Payments list > horizontally scrollable when the page width is not sufficient
  • Bug Fixes

November 24, 2022

  • Personal Identifiable Information (PII), such as phone, email, and DOB, is now masked in the dashboard for Member, Billing Admin, and Developer roles.

November 16, 2022

  • Charts! Click the toggle switch at the top to view by day, week, month, and/or cumulative.
  • Crypto wallet and payments tables added to Overview
  • Search for contacts in Advance by name, email, phone number, or by the associated account number.
  • Notes section added to program config
  • Account number column is added to the payments list
  • Manage SDK ID from Developer > Client ID page

October 27, 2022

  • Location and device information added to Person Details

October 6, 2022

  • Refresh button added to the list views
  • Added check number and delivery status to transaction details for physical check
  • Settings > Team: Program Owners can Reset MFA for team members
  • Hide export button for member and developer roles
  • Payments list: display secondary user under Account Holder Name
  • Developer > Events: added webhook option to filter options
  • Displaying Family name in Account list and Account details
  • Business details > Members: added Copy ID button
  • Bug Fixes and UI enhancements 

September 20, 2022

  • Chat bot to find Help Center answers (lower right corner)
  • Search payments by IMAD, OMAD, or trace numbers
  • Display family name in the Account List
  • Request IDV from Person details page
  • Quicklook for crypto modules
  • Add a card from Account details page
  • Set reCAPTCHA secret key in Developer > Client ID

September 1, 2022

  • Settings > Team > New user role Billing Admin added
  • Cards: Reference number added to quick look
  • Request LIVE Access button added for program user
  • Added toggle switch for light/dark mode
  • Person edit: Change address field to optional
  • Bug Fixes

August 24, 2022

  • Billing module is now displayed under Settings. Program owners can add the payment details (card or ACH) to pay invoice.
  • Cards list: Create a card from dashboard
  • Transaction list filter: Filter by Pending approval type
  • Settings: Operational settings: show flag for Manage card debit pull payments
  • Debit Pull: Program operators can approve/decline debit pull pending payments. This needs to be configured by your CSM.
  • Added new notification settings "Send Card Sms Enabled," "statementEmailEnabled," and "Send Card Email Enabled." These needs to be configured by your CSM.
  • Person/Business list: Now you can filter by ID number (SSN, EIN, etc)
  • Contacts : Show deleted contacts in list view
  • New filter is added under Payments list. This will help you identify payments which are pending operator approval or bank approval. Use this while on Pending tab.
  • Business Export: Add business owner name
  • Test Webhook: Add field for secret key
  • Display of watchdog rules to program users
  • Transaction Details: Export to PDF
  • Card info: Show Card Reference Number for All cards
  • Bug fixes

July 26, 2022

  • Overview: Card credit/debit display fix
  • API Logs - Webhook filter and pagination fix

Articles in this section

Was this article helpful?
0 out of 0 found this helpful