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PayInsight 0.4 | 2025-01-08

What’s New✨📢

Side Menu [PD-1032]

With this change, we’re introducing a new side menu! It allows users to expand and collapse the menu, freeing up more space for the page content.

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The change introduces a couple of name changes. Please see list as follows:

  • Dashboard

  • Marketplace (prev Marketplace / Search)

  • Onboarding (prev Marketplace / PSP Matrix)

    • Matrix

    • Roadmap

  • Services (prev Customer Portal / Get in touch)

    • Get in touch

  • Performance (prev. Reports)

  • Finance

  • Customer Portal

  • Notification Engine (new section)

  • Fraud Engine (prev. Whitelisting)

  • Admin

    • Performance Settings (prev. Test users)

    • Marketplace CMS (prev. Marketplace / CMS)

Marketplace Filters UI Update [PD-1052]

We have introduced an updated filter view for the Marketplace to simplify and focus on the most used filters.

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Onboarding Matrix - Tags [PD-1045]

We have introduced a tagging system to the OB Matrix. ´The tags can be filtered using the Filters button.

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User & Groups Page UI Overhaul [PD-980 & PD-982]

The user/groups pages have been vastly improved by introducing a new table with a clearer UI, allowing for searching and filtering for users.

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Additionally, we have updated the UI for access levels, making it easier to see what users have access to:

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IBS Balances [PD-1074]

We have now added the ability to integrate your balances for IBS under the integrations menu.

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This change also introduces a new access level called “Credentials Viewer.”
This is so we can further improve PayInsight's security. You need the role to be able to see and view sensitive information such as API Keys and IBANs.

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Slack Webhook Configuration [PD-1043]

We have now introduced the ability to split further where you want PayInsight to send various notifications.

The client can have a default webhook and then 1 per item, for ex. Matrix updates, Maintenance updates, etc.

Improvements💡📈

Finance - Update % Value fields [PD-1130]

% Value fields now display the full % for better clarity:

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Finance - Bulk Apply [PD-1106]

There is now the option to bulk apply fees in the fee inputs modal

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Finance - First Tier starts with 0 automatically [PD-1103]

The first tier now starts with 0 automatically

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Blacklisting Update [PD-993]

We now track which users and clients have blacklisted users via the Fraud Engine.

Dashboard Improvements [PD-1104 & PD-1084]

We’ve updated the UI for the PIQ Health overview and added default minimum widths to widgets that need vertical space.

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Matrix Widget Name Change [PD-1082]

We renamed the PSP Matrix widget to “Onboarding Overview”

Jira Filters [PD-979]

We’ve implemented a summary search.

Streamlined the Onboarding Matrix Action Bar [PD-1018]

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Improved avatar UI in Onboarding Matrix [PD-1116]

Marketplace Enhancements

Sort [PD-1113]

We updated the marketplace sort to sort by type by default. Additionally, we ensured that locked Marketplace View prioritizes unlocked PSPs at the top of the list.

Info [PD-1078]

We introduced a sideway scroll in the event a PSP Group has a lot of products.

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General loading UI [PD-1123]

Changed loading UIs for various components to utilize the new PayInsight loader.

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Bug fixes🐞🔨

  • [PD-1090] - Fixed an issue where unplanned maintenance dropdowns get cut off.

  • [PD-1112] - Fixed an issue where Finance Admins would get a Forbidden access error.

  • [PD-1099] - Fixed an issue where half-width PSP card items didn’t display at the top of the card.

  • [PD-1091] - Fixed an issue where the tooltips for currencies & countries had duplicated entries.

  • [PD-1080] - Fixed an issue with the Onboarding Matrix where columns didn't save until after a reload.

  • [PD-1079] - Fixed an issue where column actions were cut off in the Onboarding Matrix-

  • [PD-1071] - Fixed an issue with blank Matrix PDF Reports.

Known Bugs⚠️🔍

  • [PD-1141] - Inability to “unfavorite” reports under the performance page.

PayInsight Roadmap🗺️🚀

Starting January 20, the PayInsight DEV team will switch from a 2-week sprint to a 3-week sprint.
This effort is to ensure higher quality releases and the platform's stability as we aim to launch.

Please see below, the updated roadmap for Q1.

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