Happy new year! We have some release updates regarding disbursements, the partner dashboard, and more. See below for details. 

Zelle Disbursements
We've added Zelle as a disbursement method, providing more flexibility when accepting a disbursement. Disbursements accepted via Zelle will also send receipts automatically.  

Disbursement Expiration 
Disbursements now have a set expiration date once approved. The number of days after approval until a disbursement expires is set at 60 days by default but can be adjusted to your preference. This setting can be enabled by for all disbursements at the firm level or at an individual disbursement level.

The expiration date can also be updated after the disbursement has been approved.

Partner Dashboard
We've released a Beta program for our Partner Dashboard. This Dashboard contains the payments volume at a glance for cards and ACH in the current month, previous months, and all time. 

If you would like us to enable it in your Partner Portal, please let us know.

Disbursements List Pagination
Pagination has been added to the disbursements list page, making it easier to manage and locate records.

Disbursement Webhooks
The disbursement.updated webhook now returns the updated and old fields in the webhook payload.

Disbursements Enhanced Security
Firms can now add Enhanced Security to disbursements for more rigorous checks when disbursing money. This can be enabled in your firm settings by default or enabled for individual, higher risk disbursements.

General System Updates 

• Added transactionsList query. 
  
  
• Added surchargeEnabled to the input for paymentSessionComplete mutation. This allows you to override the default surcharging setting at the time of payment.
  
  
• We now throw an error in the hosted-fields.js sdk if you try to call submitFields but the fields have not fully loaded. This usually came up in end-to-end tests when robots filled in the fields.
  
  
• We’re now posting a message using window.postMessage when the hosted-fields.js sdk is loaded. This makes it easier to know when the script has loaded and the window.confidoHostedFields object is available.

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Partner Resource Center

Are you seeking past Sales Insights or information about the payments industry? You can now find this and much more in the Partner Resource Center, specifically tailored for legal tech teams.

Do you encounter common questions from your prospects? Submit your questions or challenges, and we will incorporate this content into the Partner Resource Center.