September 21, 2023
- New and improved UI across all pages of the dashboard! Note: If you see missing icons or other UI issues, you'll need to clear your browser cache to fix it
- New drop-down menu for Searching
- Ability to download data from Settings > Reports > Card forced debit
- Account number added to payment exports
- Option to filter Payments list by check delivery status
- 409 error response code added to the status filter for the API logs
- Bug fixes
August 29, 2023
- Wire transaction details: Info icon with "Paid by" and '"Paid to" shows more info
- Bug fixes
August 24, 2023
- Feature Request button added to the top of the dashboard - we want to hear your ideas!
- Performance enhancements to Payments list and API logs
- Bug fixes
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
- Exporting from list views - choose which columns to export - Default columns, All columns, or Custom columns
- Search > More options - search by Contact ID
- Card Payment details - Is captured field added to show capture status; Info button added to Paid to section to view additional merchant details
- Person details - refresh KYC status button added
- Detail views - previous/next buttons added for paging through person/account/card/payment details
- Developer Tools > Webhooks - test webhooks by simulating different webhook events
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
- Notifications feed added to top toolbar
- Label column added to Accounts table in Person and Business details
- Webhook notifications enhanced for Slack Webhooks Integration
- Rate limit settings added to Settings > Information
- Last active status added to Settings > Team
- Export button added to Help Desk list of tickets
- Event logs moved from Developer section to Settings
- VGS keys added to Developer > API key
- Crypto reports removed from Overview screen
- Notable bug fixes:
- DOB showing 1/1/1970 when actual value is null
- Chart month labels incorrect
February 15, 2023
- New tools to Settings > Billing
- Ability to change time zone (in Filters screens)
- Metadata now included in person exports
- Account numbers masked and Export option removed for Member & Developer roles
- Quicklook added to Family list
- Additional filters in API logs
- Reward status displayed in Transaction list in Card details page
- Roundtrip and Elapsed time included in API and webhook logs
- "Credit Blocked" and "Debit Blocked" added to Overview > Accounts
- Transaction object JSON displayed Transaction details
- Bug Fixes
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