April Release Notes

This month our releases focused on scaling the platform for increased processing volume, as well as preparing to launch some new features in the near future. We are excited to roll out the beta version of a new Portal feature that will make it easier for you to manage your Merchant Portfolio.

Portal Additions

Portfolio Management (Beta) Rolled Out

This new page provides you with a real-time view of all merchants within your book of business. We encourage you to check it out to see we’ve made it even easier to effectively manage your merchants, retrieve relevant information and understand their current status.

Here’s a breakdown of the page:

  1. You can quickly filter Merchant Statuses to view which are Not Ready, in Manual Review, Reserved, Denied, Boarded or Ready, as well as filter for a single status or multiple statuses.













     

  2. With Entity Notes, you have the ability to view Risk responses for accounts in Manual Review and identify additional information required to onboard a merchant.







     

  3. We’ve made it so you can completely customize “New Views” with additional data and reorder the selected columns to create a Portfolio Management page that meets your preferences and needs. You can also save as many different views as needed to improve how you manage and review your merchants.









     

  4. By utilizing the download feature, you can export the entire view in CSV or XLS.






     

If you have any questions regarding our March releases, please reach out to the Payrix Service Desk.

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