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