Features: 🆕 Balance By Date | 🔧 Check Balance Endpoint | 🔧 Export Transactions

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Balance by Date (New)

Location: Banking > Balance by Date

Feature: View consolidated balances for a selected date range.

Benefit: Simplifies tracking balances over specific periods.

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Check Balance Endpoint (Enhancement)

Update: The Check Balance API now supports specifying a date range.

Benefit: Retrieve balance information for a defined period.

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Export Transactions (Enhancement)

Location: Export Data > Export Transactions

Feature: Export ledger transactions.

Benefit: Provides greater flexibility for data analysis and record-keeping.

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Newly Identified Errors (Enhancement)

Update: The Platform Erros is now updated with few more errors.

Benefit: Improves error diagnosis and handling by offering clearer identification of failure scenarios.

❗️
Minor Corrections
Statement filters issue: The account statement filters were not returning any results. This has now been fixed to restore normal functionality.
CNPJ transfer configuration: A new configuration option can now be enabled to allow transfers to a CNPJ account,
Search filter reset bug: On the Transactions screen, pressing ENTER after typing something in the search or any input field caused all filters to reset. This has been resolved.

❗️
Account digit in Cash out's
Now, the conversion of cashout requests exclusively via bank account details mandatorily requires the account digit. If the digit field is not provided, the operation will fail.
On the other hand, for cashout requests made using a PIX key, the digit field is not necessary, as the transaction is directly linked to the key registered in the banking system.

These updates aim to improve user experience and expand functionality for balance tracking and data management.

Changelog

Release Note | 2025-01-20

Release Note | 2025-01-13