Accepted / Design
Okta/Microsoft SSO support
Allow backoffice users to authenticate with existing crednetiials - supporting Okta or Microsoft (Entra ID) [rimairly.
Linear 1 day ago
Accepted / Design
Okta/Microsoft SSO support
Allow backoffice users to authenticate with existing crednetiials - supporting Okta or Microsoft (Entra ID) [rimairly.
Linear 1 day ago
Accepted / Design
sync flavor transaction rights to payrecs
A new setting to sync the q2 flavor customer/user to payrecs - one way. don't allow updates on the payrecs side. make sure that syncs on sso for all users
Linear 1 day ago
Accepted / Design
sync flavor transaction rights to payrecs
A new setting to sync the q2 flavor customer/user to payrecs - one way. don't allow updates on the payrecs side. make sure that syncs on sso for all users
Linear 1 day ago
Accepted / Design
FI Revenue Report updates
FI Revenue - a same day rejected DIFF - shouldn't it show here, since FI Revenue was generated? The FI revenue shows on the RETURNED report https://share.zight.com/Z4u8gXO5 EOD Settlement report - Column T - show a sum total at the bottom EOD Settlement report - add fiFxRevenue and fiMarkupBp to the end of the report. Sum fiFXRevenue Bonus EOD Settlement allow for customization of the report columns - basically anything that is available in the predefined report, allow us to enter an array/list of column names in the partner.config report specification that will use those columns and the order of the columns to change out the report file is outputted ensure that SUM columns still sum (technically they are not required to show though)
Steve Habegger 15 days ago
High Priority
Accepted / Design
FI Revenue Report updates
FI Revenue - a same day rejected DIFF - shouldn't it show here, since FI Revenue was generated? The FI revenue shows on the RETURNED report https://share.zight.com/Z4u8gXO5 EOD Settlement report - Column T - show a sum total at the bottom EOD Settlement report - add fiFxRevenue and fiMarkupBp to the end of the report. Sum fiFXRevenue Bonus EOD Settlement allow for customization of the report columns - basically anything that is available in the predefined report, allow us to enter an array/list of column names in the partner.config report specification that will use those columns and the order of the columns to change out the report file is outputted ensure that SUM columns still sum (technically they are not required to show though)
Steve Habegger 15 days ago
High Priority
Accepted / Design
incoming - improvements
Don’t cut off MT messaging add incoming tab to partner portal show sender name on incoming tab and MCA history
Linear About 2 months ago
Accepted / Design
incoming - improvements
Don’t cut off MT messaging add incoming tab to partner portal show sender name on incoming tab and MCA history
Linear About 2 months ago
User limit remaining balance and User remaining count visuals
Add a visual within the payment wizard or the UI that shows the amount remaining in a companies daily limit and or the companies remaining Count limit for that day. Also we could include visuals for back office within the company profile showing the same. This can reduce end user errors when limits are hit and also allow for back office to troubleshoot end user reach out.
michael About 2 months ago
User limit remaining balance and User remaining count visuals
Add a visual within the payment wizard or the UI that shows the amount remaining in a companies daily limit and or the companies remaining Count limit for that day. Also we could include visuals for back office within the company profile showing the same. This can reduce end user errors when limits are hit and also allow for back office to troubleshoot end user reach out.
michael About 2 months ago
Completed
Partner user Payments hub time duration - user preferences
Allow a user profile to save their preference by adding a "make this my default" checkbox in the time duration form. When loading the payments hub, check the user preference for time duration and load it. if they uncheck the "make this my default" - make the preference null if the user resets, or chooses a different value, uncheck the "make this my default" and if they check it, update that preference.
Linear 3 months ago
Low Priority
Completed
Partner user Payments hub time duration - user preferences
Allow a user profile to save their preference by adding a "make this my default" checkbox in the time duration form. When loading the payments hub, check the user preference for time duration and load it. if they uncheck the "make this my default" - make the preference null if the user resets, or chooses a different value, uncheck the "make this my default" and if they check it, update that preference.
Linear 3 months ago
Low Priority
Completed
support multiple return emails
Only a single FI email can be configured to receive return notifications. Add the ability to support more than one.
Steve Habegger 3 months ago
Completed
support multiple return emails
Only a single FI email can be configured to receive return notifications. Add the ability to support more than one.
Steve Habegger 3 months ago
Completed
dupe payment warning
this asks if you want to continue but only provides "Accept" as an option. Change language: Top: "We detected a possible duplicate:" Bottom: "Are you sure…" Button: "Continue"
Linear 3 months ago
Low Priority
Completed
dupe payment warning
this asks if you want to continue but only provides "Accept" as an option. Change language: Top: "We detected a possible duplicate:" Bottom: "Are you sure…" Button: "Continue"
Linear 3 months ago
Low Priority
Completed
Scheduled Payment Retry
Problem/Feature We are seeing user login errors at Q2 on FT during a mass submission of scheduled payments. Scope Reattempt the scheduled payment for specific known errors.
Linear 3 months ago
High Priority
Completed
Scheduled Payment Retry
Problem/Feature We are seeing user login errors at Q2 on FT during a mass submission of scheduled payments. Scope Reattempt the scheduled payment for specific known errors.
Linear 3 months ago
High Priority
In Progress
Partner User - Company Search - Slow Performance and Blanking Screen
For partner users, the company search on the home page is very slow in production and the screen goes blank between each letter
Linear 4 months ago
Low Priority
In Progress
Partner User - Company Search - Slow Performance and Blanking Screen
For partner users, the company search on the home page is very slow in production and the screen goes blank between each letter
Linear 4 months ago
Low Priority
Completed
Additional Recipient Details
Recipient detail needs to show Classification: (Individual or Business) Type: SWIFT or EFT in the detail for end user, FI backoffice and PayRecs operator
Linear 4 months ago
Low Priority
Completed
Additional Recipient Details
Recipient detail needs to show Classification: (Individual or Business) Type: SWIFT or EFT in the detail for end user, FI backoffice and PayRecs operator
Linear 4 months ago
Low Priority
OB Approval Widget
Payments and recipients can be approved directly in online banking without navigating to PayRecs
Linear 4 months ago
High Priority
OB Approval Widget
Payments and recipients can be approved directly in online banking without navigating to PayRecs
Linear 4 months ago
High Priority
Completed
PayRecs transaction type sync
When Q2 Platform has PayRecs International enabled, sync that entitlement. Currently this requires manual enablement on PayRecs side.
Steve Habegger 4 months ago
High Priority
Completed
PayRecs transaction type sync
When Q2 Platform has PayRecs International enabled, sync that entitlement. Currently this requires manual enablement on PayRecs side.
Steve Habegger 4 months ago
High Priority
Completed
Verafin File Format update
Currently FAIM is the format for end of day Verafin wires. We have a spec for Fed ISO from Verafin, and need to confirm its suitability: 1) validates correctly 2) can be imported by Verafin 3) carries the “International” flag correctly
Steve Habegger 4 months ago
High Priority
Completed
Verafin File Format update
Currently FAIM is the format for end of day Verafin wires. We have a spec for Fed ISO from Verafin, and need to confirm its suitability: 1) validates correctly 2) can be imported by Verafin 3) carries the “International” flag correctly
Steve Habegger 4 months ago
High Priority
Request for information flag
When more information is requested from a downstream bank, flag the recipient so that future payments will warn the user that extra information is required . Today, if an invoice is attached, that flag automatically sends the attachment to the bank, but doesn’t account for additional questions.
Steve Habegger 4 months ago
High Priority
Request for information flag
When more information is requested from a downstream bank, flag the recipient so that future payments will warn the user that extra information is required . Today, if an invoice is attached, that flag automatically sends the attachment to the bank, but doesn’t account for additional questions.
Steve Habegger 4 months ago
High Priority
Completed
XAA Report billing account for MCA
for mca originated payments -> use billing account if billing account is undefined, use existing MCAxxxx designation for dda originated payments -> use dda
Sam Mancini 4 months ago
Completed
XAA Report billing account for MCA
for mca originated payments -> use billing account if billing account is undefined, use existing MCAxxxx designation for dda originated payments -> use dda
Sam Mancini 4 months ago