Dashboard Release Notes

March 5, 2024

  • Filters - "Capture status" added to Payments filter
  • Payment Details - Dispute status can be edited for card dispute simulation purposes (TEST mode only)
  • Business details updates
    - Control person flag can be modified in the member edit window
    - Request signature button added to Documents section of business members
    - Alert message prompts to fill out Annual Transaction Volume in order to submit
  • Reports - Filters added for ACH returns and Forced debit tabs
  • Operator notes allow you to upload an attachment with a note
  • Bug fixes and enhancements

February 8, 2024

January 16, 2024

  • New required fields for KYB now present in the Business details screen:
     - NAICS code (industry designation)
     - Annual Transaction Volume - Business Projections
  • Please note that you must provide data for both of these mandatory fields, before you can Submit the KYB. Please follow these steps to create a business in the dashboard:
     1. Click the Add Business button in either the Business list screen or the Person details screen
     2. Enter all the business details fields including the new NAICS code (lookup codes here), and click Submit 
     3. In the Business details screen, click Edit next to the Annual Transaction Volume field, and enter the projected values for each respective payment form factor. If a payment method is not relevant to the business, enter a zero value, and Save.
     4. Click the Submit KYB button to submit the business for KYB review.
  • Bug fixes

December 14, 2023

December 4, 2023

October 17, 2023

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
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