Client Portal v1.3 Release Notes
8 days ago by Danny Barreto
Release Date: October 21, 2024
Includes enhancements to allow audit tracking, more granular date filtering, tooltips on payout statuses to provide additional information and the ability to directly view e-receipts and a list of invalid batch upload records
- Comprehensive audit trail for tracking all user actions performed in the client portal
- View a list of timestamped records of when a payout was canceled or an email was resent
- View change history on an individual payout
- View change history over a selected time frame
- Filter change history by actions performed
- View e-receipts of completed recipient transfers on transfer detail page
- Admins are able to view the same e-receipt that users are sent after submitting a payout to help provide better support in the event that any questions or issues arise
- Date range selection for more granular data visibility
- View payouts that were created within a selected date range
- Download list of invalid records from imported batches to make it easy to identify which need to be re-uploaded
- When a batch has records that were invalid, admins can download a list of the invalid records to more easily identify what needs to be fixed and re-uploaded
- Enable Latitude emails to have a custom “from name” and “reply-to” email address
- Set a custom email address so users know who they are receiving a message from and so they can reach support more quickly if they have an issue
- Status popovers to provide clarity about what each payout status means
- Hover over a status to see a definition and a link to Latitude's developer documentation for additional information