Client Portal v1.4 Release Notes
29 days ago by Danny Barreto
Release Date: December 19, 2024
to the Latitude Client Portal user experience, focusing on providing more information around the payout lifecycle and clarity on batch statuses definitions in the Latitude ecosystem:
- Settlement Date and Amount
- Client portal users will now see the settlement amount and date on the payout details screen for payouts that have been completed
- Batch Status Updates
- Batch statuses have been updated to use language that is more intuitive for users and the batch listing page has been updated to more clearly display errors that a batch experiences during upload
- Updated Messaging UX on Payout Details
- Messages for canceled / failed payouts that was previously hard to see has been improved in the payout details screen
- Hide Email Actions if Email Not Enabled
- Email actions such as "resend payout" emails will not be visible in the portal for clients that have not enabled emails to help avoid confusion