Product update—Monthly financial reports, Auth0 for recurring payments & more

This month’s updates are all about saving you time and giving you more control over payments. From monthly financial reports to seamless zero-amount authorizations, we’ve made it easier to track finances, manage subscriptions, and streamline workflows in the HUB.

Let’s dive into what’s new.

New features

Monthly financial reports for easy reconciliation

Managing your settlements just got easier: now, you can access a detailed breakdown of your monthly financial activity directly in the HUB. Our new reports help you track payments across providers effortlessly and reconcile settlements faster.

Key benefits

• One-click access to a detailed breakdown of your previous month’s financial activity directly in the HUB.

• Simplified settlement reconciliation across multiple providers makes tracking and verifying settlements easier.

The functionality is currently available for Checkout, Maverick, and Mentom Payments, with more providers coming soon.

Learn more in our documentation

Improvements

More flexibility with zero-amount authorization for recurring payments

Previously, recurring payment requests required a non-zero amount. Now, you can easily initiate zero-amount authorizations without charging customers upfront. This gives you greater flexibility in managing subscriptions, top-ups, and one-click payments.

Key benefits

• Seamless migration: Move subscriptions to Solidgate without triggering unintended $1 authorizations.

• Custom trial pricing: Set up free trials or charge a custom trial price using our recurring endpoint.

• Flexible subscription changes: Easily transition users to different plans with a free trial, ensuring a smooth customer experience.

Find more details in our documentation.

Smoother workflows with UX enhancements in HUB 

We’ve introduced a few UX enhancements to help you find information faster, reduce accidental errors, and easily track key payment details.

What’s new?

• Bank MID filter in payment analytics: Gain deeper insights into your transactions by filtering Bank MIDs more effectively. Now, you can receive detailed analytics for each Bank MID, making it easier to track performance and trends.

• Quick search for bank MIDs: Find the right MID faster by filtering your bank MIDs by legal entity or descriptor. It ensures a streamlined search when you need to locate specific transaction data.

• Enhanced modal behavior: HUB modals now close only when you click the designated button, preventing disruptions if you accidentally click outside the modal. No more lost progress due to accidental clicks.

• Filter card disputes by last update date: You can now filter Card Disputes by the date of the last update, ensuring you never miss important changes or critical updates that could impact your operations.

You can try it in the HUB.

Thanks for checking out this month’s updates. We’re always working to make payments smoother and more efficient for you, so stay tuned for more improvements next month.