PayInsight 0.43 | 2025-03-04

What’s New✨📢

Monetum Balances [PD-1133, PDD-299]

The Moneteum integration allows you to have an overview of your current balance with them.

From top to bottom:

The integration name will be your reference name.
API ID & Secret Token is given to you by Monetum
The “Test” button will validate your credentials against Monetum.

Trumo Integration [PDD-252]

We now support getting transactions from Trumo. As this is a reverse integration, please don’t hesitate to reach out if interested. Example report:

Finance Settings [PD-1107, PDD-393]

Besides a UI overhaul, Ability to exclude PSPs from the following notifications:

Cash in Transit
Exposure Overview
Volume Distribution

Finance Reports [PD-1330]

You can now access your finance reports under the Reports section of finance.

Additional PIQ Affiliate ID [PDD-414]

We now have the capability to catch ‘affiliate_id’ in the attributes section as well for PaymentIQ transactions.

Currently supported syntaxes:

aflliateId
affiliate_id

Marketplace Dynamic AR [PD-977]

Under the information section, client-based AR will now be displayed:

Marketplace Info > PIQ PSP [PD-977]

The info page will now display under PaymentIQ PSP, where the PSP is available if applicable.

Improvements💡📈

Updated logic for notification table [PDD-430]

Updated the name of dashboard widgets [PD-1235]

Top remaining settlements → Top pending settlements

Updated standardised grouping logic [PD-1267]

Maintenance Improvements [PD-1220, PD-1162, PD-1221, PD-1244]

Added extra logic to send outs so that the same webhook doesn't get the duplicate maintenance alerts
Improved the date picker so it’s in UTC
Added the ability to edit planned maintenances
Added a reminder that's sent 10 minutes before a planned maintenance is about to start

Introduced an infinite scroll to the commercial matrix [PD-1331]

Add ability to copy fees from one PSP Account to another (Buy Rates) [PD-1245, PDD-430]

Onboarding Matrix Header - Filters [PD-1223]

We have re-added all the most used filters as a part of the main header and moved all less used items under the “Action” button.

Mark notifications as unread/hide notification [PD-989, PD-990]

Settlements Page - Export PDF [PD-1215]

Note: We will add a CSV export in the following sprint

Bug fixes🐞🔨

[PD-1231] - Fixed an issue where the Jira CSV sendouts would be empty.
[PD-1263] - Fixed an issue where the PSP types were not displayed for groups with multiple types.
[PD-1219] - Corrected a misspelling on the settlements page.
[PD-1217] - Fixed an issue where comments would be multiplied on the Matrix
[PD-1240] - Fixed an issue where PSPs could not be deleted from the Marketplace.
[PD-1214] - Fixed an issue where you could not deactivate the Jira sendouts.
[PD-1275 & PD-1273] - Fixed an issue with the label tooltips showing incorrectly.