Dashboard Release Notes

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
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