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PayInsight 0.38 | 2024-12-10

What’s New✨📢

Marketplace Card Overhaul [PD-932]

We have introduced a new design to the Marketplace Cards, improving clarity and adding flexibility.

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PayCC Automatic Whitelisting [PD-1023]

PayCC Automatic Whitelisting is now launched and enabled under Admin > Integrations:

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Filter implementation to Integrations [PD-983]

We have now added the ability to filter the integration page for specific types of integration or specific integration.

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Money Saved Widget [PD-987]

We have added a new widget to the Dashboard that displays the amount of money saved using the Whitelisting Engine.

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Meeting Notes v3 [PD-844]

The release of Meeting Notes v3 introduces several new features for users. You can now select the Optimization Manager, Account Manager, meeting link, and meeting attendees to include in the PDF. A new section has been added above the notes to display previous meeting notes, if applicable. Furthermore, exported PDFs are now formatted as single-page documents.

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Matrix - PSP Group Support [PD-1013]

The Matrix now supports displaying PSP groups in its hierarchy. Most items function as usual, allowing you to comment on them individually and add separate communication links to each.

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QA Calendar [PD-976]

We can now schedule QA reports. By selecting recurrence, day, assignee, reporter, org, and request type, PayInsight will automatically create a QA Ticket on Jira for the assignee with the appropriate due date.

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Improvements💡📈

Removed the old PayDirection Loader for Reports [PD-1017]

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Updated Risk Score text for recent Whitelisting Engine improvements [PD-1028]

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PSP Not Settling Widget [PD-985]

The widget now displays whether a PSP has had a settlement issue within the past 30 days and highlights when the issue has been resolved.

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Matrix Header [PD-991]

We have updated the Matrix Header to be a lot more streamlined and easier to use:

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With the improvement, we introduced the new Filter modal:

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This also allows you to save filters into presets, which you can then re-use for later use cases:

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Roadmap Improvements [PD-992]

You're now able to zoom in and out:

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Bug Fixes🐞🔨

Fixed an issue where the last comment was missing in the PSP Matrix Export [PD-1022]

Fixed an issue where Maintenances could not resolve [PD-1040]

Fixed an issue where users were unable to filter on the Marketplace by multiple select options [PD-1039]

Known Bugs⚠️🔍

PSP Not settling widget showing empty data [PD-1056]

OM Email address overrides AM Email address in Organization page [PD-1053]

Meeting notes - Attendees are not pre-filled with previous attendees and meeting link [PD-1055]

PayInsight Roadmap🗺️🚀

Roadmap December to January:

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