Audit Logs and Release notes week of January 22nd, 2024
Audit logs for payment profiles and customer settings changes.
Feedback provided was that it can be unclear why a profile is disabled / enabled etc, and who took that action. Was it your staff? Your customer? Now you'll know.
Audit Log for customer and merchant / agent actions on payment profiles and auto pay settings
Need to have an audit log, viewable in the customer's profile in Benji Pays, that shows when/who and what action was taken on a payment profile, or auto pay settings on the customer's profile.
1
We've added a new permissions level - View Reports. These users will be able to access all reports as well as the dashboard, but not process invoices, manage profiles setc.
New Security role for reports access
Need a new permissions role to allow a user to have access to reports without having to be an Admin
0
For future transactions, more details in the transactions results pop up
Include profile detail on processing results flyout
Include some detail about which payment profile in the flyout. For example: Replace: Invoice skipped - profile is disabled. with: Invoice skipped - profile ****8993 is disabled for Auto Processing. This is useful for troubleshooting/gathering detail when there are multiple payment profiles in the same gateway for the same customer. Also would be helpful to include that the profile is disabled for "Auto Processing" instead of just disabled for further clarity.
0
More New:
- Friendly error message for PSA integrations when retreiving invoice PDF and the invoice is not found in the PSA.
Fixed:
- Fixed QuickBooks Desktop PDF dropping tax rate decimals past the second decimal place
- Fix ACH / EFT receipt wording
- Improve details in failed ACH / EFT results in Customer Portal
- Fix issue with some custom PAD agreements not showing in some situations
- Fixes and improvements to clover webhook handling