New in October: Dashboard and Bank Console Updates
This month it’s all about the dashboard — the Developer Dashboard and Bank Console that is. We’re rolling out a bunch of functionality to enhance both of these experiences to help you extend more program access to all stakeholders.
Looking for more updates? Check out the Changelog.
Dashboard and Bank Console Updates
We know that as your team grows, a wider variety of stakeholders need the ability to manage your program and access its data. This is the driving motivation behind our ongoing front-end improvements. Keeping those stakeholders in mind, we released several enhancements to our Developer Dashboard and Bank Console.
The enhancements listed below apply to both the Developer Dashboard and Bank Console unless otherwise indicated. Stay tuned for more front end improvements to come!
Manage Check Issuing
You can now view and manage checks issued from ledger accounts in the Developer Dashboard and Bank Console. From the Check Issuing page in both environments, users are able to view a list of all issued checks, and expand each record to view information pertinent to the transaction.
Developer Dashboard users are able to request cancellation of pending checks or to stop payment of checks that have already been printed. Bank Console users can change the status of checks directly in the Console. Please note that this specific functionality is available only if it has been enabled by your organization and bank partner.
Previously check management was only accessible via the API. With this improvement, checks can be managed by both technical and non-technical stakeholders.
Export Transactions in CSV Format
Transactions can now be exported in CSV format directly from the transactions tab of any given account page. Simply click “Export View” to download all the transactions currently visible on the page.
IMAD & OMAD Details
Wire pages now display IMAD and OMAD data. A wire IMAD/OMAD number is a unique number given to wire transfers executed via FedWire and can be used to track and investigate the payment associated with the IMAD/OMAD.
Note that IMAD/OMAD numbers are included in wire confirmation files by the receiving or originating bank. If a bank does not include an IMAD/OMAD in the wire confirmation file, the data cannot be surfaced by the Treasury Prime API and therefore will not be visible in either the Developer Dashboard or the Bank Console.
Money 20/20 Cheat Sheet for Fintechs and Embedded Finance Companies
Going to Money 20/20? Here’s our guide to the top sessions at this year’s event and tips for getting the most out of the conference. We’ve even created a cheat sheet of the must-attend sessions that you can download for free.
In addition to Money 20/20 sessions, don’t miss Treasury Prime’s user conference, Activate, which we’re hosting concurrently at the Venetian (no badge required) with a dynamic line-up of fintech CEOs from Tint, Cable, Unit21, Sardine and more to discuss AI in banking, embedded finance, and the regulatory landscape. Dive into insightful discussions, gain fresh perspectives, and connect with experts. Can't make it to Vegas this year? No worries, you can also sign up to attend Activate virtually from the comfort of your own space.
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