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5/4/2026 Release

13 days ago by Clay Hefner

This release introduces multi-connection boarding forms, webhook delivery visibility in the transaction detail view, customizable transaction log columns, and a check-anatomy disclosure on the boarding banking step.

Jump to: New Features | Improvements | Bug Fixes

New Features

Dashboard

Webhook Deliveries in Transaction Detail

A new Webhook Deliveries tab in the transaction detail view shows every webhook attempt for a transaction, with status pills (Delivered/Failed), event type, attempt ID, and timestamp. Each row is expandable to inspect the raw request and response, and any attempt — failed or successful — can be resent to the customer's endpoint without leaving the page.

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Webhook delivery details and resend are available for 15 days after the transaction. Attempts older than 15 days do not persist request/response details.

Customizable Transaction Log Columns

Users can now hide or show columns on the Transaction Log using a new column selector. Column preferences are saved to the user's profile and persist across sessions, devices, and platform switches.

Boarding Form

Multi-Connection Boarding Forms

A single boarding form can now onboard a merchant to multiple processor connections at once. The form wizard dynamically generates a separate Terms & Conditions step per connection, the review step submits to all selected connections in a single action, and the Forms tab on Merchant Detail displays every connection associated with a form.

Banking Step Check Anatomy Helper

The Banking Information step now includes a collapsible "Where do I find these numbers?" disclosure with an annotated check illustration. The illustration adapts to the selected bank country, helping merchants enter the correct routing and account numbers without leaving the form.

Improvements

Dashboard

  • Auto-dismissing notifications now display a thin countdown progress bar so users can see how much time is left before a toast disappears.
  • Merchant Detail header has been polished for cleaner visual hierarchy, proper containment, and improved data readability.

Boarding Form

  • File uploads now show a clear loading overlay with the filename while a file is uploading, and dropzones visually highlight when a file is dragged over them.
  • Performance has been improved by eliminating redundant GET requests, caching attachment lists, and coordinating the Review step's loaders so the form feels snappier.
  • Mobile attachments keep the delete icon accessible even when the filename is long, so merchants can replace files without switching to a desktop.
  • Navigation buttons ("Back", "Save Draft", "Save & Continue") now render in sentence case for better readability and screen-reader behavior.
  • GreenSky requirements templates now support a dedicated primary business category field.

Bug Fixes

Dashboard:

  • Fixed the CardPointe icon rendering as a squashed wordmark (or appearing missing entirely) across plans, connections, merchant detail, and other dashboard areas.
  • Fixed CardPointe not appearing as a selectable connection in the Create Plan and Edit Plan drawers, which prevented customers from configuring custom CardPointe plans.
  • Resolved dark-mode color issues on the Platforms, Reports, and Token Management pages, where hard-coded colors caused white backgrounds and unreadable text.
  • Fixed Transaction Log column alignment shifting when togglable columns were hidden (e.g., the "Type" column rendering as right-aligned after hiding "Tax").
  • Fixed user preferences (theme, transaction log columns, vault columns) silently reverting after switching platforms, navigating to a merchant, or saving the user profile.
  • Fixed Transaction Log column preferences being wiped whenever a user toggled between test and live mode.

Boarding & Templates:

  • Fixed the browser tab briefly displaying "BoardingForm" before the merchant's branded title loaded.
  • Fixed GreenSky boarding inflating reported revenue, finance volume, and average ticket figures by 100x due to a cent-to-dollar conversion gap in the boarding payload.
  • Fixed Greensky requirements templates being uneditable because the ownershipDate field was missing from the supported parameters response.
  • Fixed the requirements-template edit screen not rendering toggles for fields that were added to a connection's supported parameters after the template was first created.