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PayInsight 0.45 | 2025-04-15

What’s New✨📢

Banking Matrix [PD-1454]

With the introduction of the Banking Matrix, you can easily see which of your banks or EMIs support specific banking, payment agent, and licensing capabilities—all in one centralized view.

The Banking Matrix gives you instant clarity and confidence when making operational, compliance, or partnership decisions.

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IBS Transactions [PDD-494]

If you would like to obtain your IBS Transactions, please contact our support team for assistance.

Vialet Balances [PDD-334, PD-1467]

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Transaction Viewer [PDD-486, PD-1150]

As the initial phase of a broader initiative, we have successfully integrated a PaymentIQ transaction viewer into PayInsight. Currently, this feature presents essential information about transactions along with their latest status.

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Stay tuned for the exciting enhancements that are on the way!

Improvements💡📈

Internal Buy Rates Reconcilaition [PDD-521, PDD-520]

To guarantee the accuracy of the displayed numbers, we have introduced additional reconciliation tools designed to validate that all information is correct.

Commercial Matrix Improvements [PDD-508, PD-1398, PD-1514]

You now have the ability to:

  1. Select which columns to display.

  2. Rearrange columns as needed.

  3. Pin columns to both the left and right sides, similar to the freeze function in Google Sheets.

  4. View the volume of the PSP for the past 10, 30, or 60 days.

  5. View the buy rates from a modal

PSP Settlements - Bank & Date Range Filter [PDD-503, PD-1418, PD-1419]

In the PSP Settlements section, you now have the ability to filter results by Bank and Settlement Date Range. The export function will take these filters into account, ensuring that only the items matching your criteria are exported.

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Finance Landing Page [PD-1399]

You can now designate a default landing page for the finance view. This page will automatically open whenever you click the “Finance” button in the side menu.

Buy/Sell Rates - Chargeback Input Fees [PDD-402, PD-1469]

You can now input the chargeback fees for a PSP in the Buy/Sell Rates section.

Sell Rates - Ability to edit customers [PDD-504, PD-1470]

We’ve added the ability to retroactively edit clients

Sell Rates - Ability to create templates [PD-1551]

Migrate Docs Portal [PD-1303]

Database optimizations [PDD-514, PDD-495]

Finance-related data optimizations [PDD-513]

Whitelisting Engine optimizations [PDD-501, PDD-511]

Bug & Issue fixes🐞🔨

  • [PD-1452] - Fixed an issue where disabled PSPs were being displayed in the Marketplace Info modal.

  • [PD-1597] - Transaction Viewer - Data should reload when the user removes part or all of the search

  • [PD-1590] - Banking Matrix - Export function is not working correctly

  • [PD-1589] - Banking Matrix - PSPs with Bank/EMI types added to the matrix should appear in the Bank/EMI dropdown

  • [PD-1583] - Transaction Viewer - Transaction data does not match the selected date range

  • [PD-1581] - Matrix Page - UI bug in filter section

  • [PD-1580] - Matrix Table - Padding is incorrect

  • [PD-1578] - Slack Notifications - Incorrect message displayed

  • [PD-1575] - Audit Comment is not updating correctly

  • [PD-1573] - Maintenance - Should allow logging of past incidents when the user enters a future date

  • [PD-1571] - Finance Landing Page - Should not auto-fill the Commercial Matrix option when no page is selected and the user clicks Update

  • [PD-1569] - Finance Landing Page - Should retain the current landing page when the user switches brands

  • [PD-1562] - Maintenance - UI breaks when logging past incidents involving all PSPs

  • [PD-1561] - Commercial Matrix - Pinned status should be removed when the user unpins an item

  • [PD-1558] - Commercial Matrix - UI bug

  • [PD-1554] - Vialet Integration - "Test" button does nothing when all required fields are filled and clicked for the first time

  • [PD-1552] - Commercial Matrix - Rolling Reserves do not update after Buy Rate is modified

  • [PD-1545] - CMS - The "Add Existing PSP" modal displays incorrectly

  • [PD-1544] - CMS - Existing PSPs are not found when searching by PSP group

  • [PD-1543] - Sell Rates - Currency in the Original Structure should remain unchanged when switching currency in the New Structure

  • [PD-1542] - Matrix shows incorrect status

  • [PD-1541] - Buy Rates - Chargeback fee field is missing or does not allow input

  • [PD-1540] - Buy Rates - "New Version" button should not trigger the Bulk Edit modal

  • [PD-1536] - Sell Rates - UI bug occurs when editing customer and selecting all brands

  • [PD-1535] - Maintenance - 10-minute notification not received

  • [PD-1534] - Investigate data discrepancy in the QA section for PI

  • [PD-1532] - Canceling planned maintenance should generate a new maintenance entry

  • [PD-1530] - Date Range/Settlements - Should support manual date input without calendar selection

  • [PD-1529] - Date Range/Settlements - "Date To" should default to today when only "From" date is selected

  • [PD-1527] - Maintenance - "Send to All" function is not working

  • [PD-1526] - Maintenance - Unexpected notifications are being sent

  • [PD-1525] - Settlement/Bank Filter - Banks with no data should be removed from the filter list

  • [PD-1524] - Settlement/Bank Filter - Newly added banks should appear in real-time

  • [PD-1523] - Settlement - UI bug in text: "PSP Settlements"

  • [PD-1513] - Z-index issue in Matrix Filter modal

  • [PD-1498] - Notification - Unable to scroll to view detailed report when clicking a notification