March 24, 2022¶
1.160, 1.159, 1.158, 1.157, 1.156, 1.155, 1.154, 1.153, 1.152, & 1.151
Cheery Greetings from the Corefy team!
Our dev team continues working on system polishing and enhancement. And over the past weeks, we have accumulated several updates and critical information for your attention.
Please be aware: from April 1, 2022
To optimise data storage, we're limiting the retention of transaction statements to 30 days.
Please be aware: from May 5, 2022
We're preparing to update the Batch payouts file format for data import and processing. We're replacing a semicolon
; as the separator for properties (service fields, metadata) in objects with a vertical bar
|. The column separator will be dynamically defined by the first row (headers) so that you can use either commas
, or semicolons
; (but not both types simultaneously).
You can download file examples at:
Also: from May 5, 2022
We're optimising the Reports, notably changing the column names and their sequence in the row. It may be further modified later if new columns are added. Therefore, to successfully recognise CSV files, you should parse them by the names of columns in the first row (headers).
Please check the changes in names and sequences below. ☟
Changes and differences in updated reports' column headers
Trial Balance report¶
|RU, current sequence||EN, current sequence||EN, new sequence|
|Balance на начало периода||Total Balance (Start of period)||Currency|
|Active balance на начало периода||Active Balance (Start of period)||Total Balance (Start of period)|
|Reserved balance на начало периода||Reserved balance (Start of period)||Active Balance (Start of period)|
|Поступление (SALE)||Net Incoming Volume||Reserved Balance (Start of period)|
|Комиссия (SALE)||Incoming Fees||Net Incoming Volume|
|Вывод (PAYOUT)||Net Outgoing Volume||Incoming Fees|
|Комиссия (PAYOUT)||Outgoing Fees||Payment Invoices|
|Зарезервировано за период||Reserved||Payment Invoices Fees|
|Разрезервировано за период||Unreserved||Deposits|
|Balance на конец периода||Total Balance (End of period)||Transfers (incoming)|
|Active balance на конец периода||Active Balance (End of period)||Net Outgoing Volume|
|Reserved balance на конец периода||Reserved Balance (End of period)||Outgoing Fees|
|Платежи||Payment Invoices||Payout Invoices Fees|
|Комиссия платежей||Payment Invoices fees||Withdrawals|
|Переводы (входящие)||Transfers (incoming)||Reserved|
|Комиссия выплат||Payout Invoices fees||Total Balance (End of period)|
|Списания||Withdrawals||Active Balance (End of period)|
|Переводы (исходящие)||Transfers (outgoing)||Reserved Balance (End of period)|
|RU, Current sequence||EN, current sequence||EN, new sequence|
|reference_id||Reference ID||Reference ID|
|operation_id||Transaction ID||Serial number|
|service_code||Service Code||Service Code|
|customer||Customer Data||Customer Data|
|customer_metadata||Customer Metadata||Customer Metadata|
Organization Trial balance report¶
Please note that columns with bolded names in the 'New sequence' will be added to reports after the update.
|RU, Current sequence||EN, Current sequence||EN, New sequence|
|Balance на начало периода||Active Balance (Start of period)||Date|
|Active balance на начало периода||Active Balance (Start of period)||Commerce Account ID|
|Reserved balance на начало периода||Reserved balance (Start of period)||Commerce Account Name|
|Поступление (SALE)||Net Incoming volume||Currency|
|Комиссия (SALE)||Incoming fees||Total Balance (Start of period)|
|Вывод (PAYOUT)||Net Outgoing volume||Active Balance (Start of period)|
|Комиссия (PAYOUT)||Outgoing fees||Reserved balance (Start of period)|
|Balance на конец периода||Total Balance (End of period)||Net Incoming volume|
|Active balance на конец периода||Active Balance (End of period)||Incoming fees|
|Reserved balance на конец периода||Reserved balance (End of period)||Payment Invoices|
|Зарезервировано за период||Reserved||Payment Invoices fees|
|Разрезервировано за период||Unreserved||Deposits|
|Commerce ID||Commerce Account ID||Net Outgoing volume|
|Commerce name||Commerce Account Name||Outgoing fees|
|Payout Invoices fees|
|Total Balance (End of period)|
|Active Balance (End of period)|
|Reserved balance (End of period)|
- Commerce update: added API Keys generation and overview, displaying parameter for payout routing, extended Merchant profile data
- Card Gateway update: added metrics for Payment routing, filtration by date of creation in the lists, logs for payments
- Customers' details extended in the Merchant application
- Updated Organisation settings: access control
- Other notable improvements
In the details¶
API Keys generation section and overview¶
We've improved an approach to working with API keys to help you manage security and access issues. Now you can create different keys and provide access to integration functions at your own discretion.
To create new keys, go to Commerce → Account settings → Integration. There are two separate sections: for the Private and Public APIs.
Creating new ones, pay attention to Test mode enabling or disabling and setting the key's lifetime because you won't be able to edit it later. Also, be prepared to have only one possibility (right after creation) to copy the created Private API key and save it on your devices.
Then, through the lists of all keys, you can manage keys, activate, or revoke them and change access to API endpoints.
For now, the maximum number of active keys for a Commerce account is 5.
Both previous (set in Commerce → Account settings → General: Integration) and new keys can be used until we're sure all our clients get acquainted with all the changes.
Merchant profile data extended¶
We've also added new attributes for merchant profiles: IBAN and Legal entity ID. To set them up, go to Commerce → Profile and edit Merchant profile (for processing parameters.
Displaying parameter for payout routing¶
A Route external ID is displayed and can be used in payout routing schemes for search.
Card Gateway update¶
Added metrics for Payment routing¶
We've added new metrics about transactions to the list of attributes for payment routing and modifiers schemes:
- Card week successful payments
- Card month successful payments
- Card week failed payments
- Card month failed payments
- Card week all payments
- Card month all payments
Read more about optimising card payments with routing in the related article.
Added filtration by date of creation¶
From now on, you can filter lists by a date of creation in the following sections:
- Payment Invoices
- Payment Requests
- Merchant Accounts
- Payment Schemes
Logging and displaying interactions with payment providers¶
To improve the reconciliation process, we've added displaying Logs for payments and transactions.A list of recorded events' messages shows data with indicated DateTime and operation ID obtained from PSPs.
Click on the logline to expand the transaction details.
Customers' details extended in the Merchant portal¶
We've extended the list of attributes that can be transferred for customer records, both for Payments and Payouts invoices. The new attributes are optional and include country, region, city, address, and a postal code (ZIP code). If transferred, they will be displayed in Payment or Payout invoice overview and in the customer data section, where you can add new or edit existing data.
You can check parameters and examples for transferring customer details on the Checkout reference page.
Organisation settings: access control¶
We've upgraded Organisation settings → Access control: Manage members section, added enabled two-factor authentication as a displayed parameter, filters and search for users by name, email and member ID.
Other performance improvements¶
We've also released the major upgrade of the Dashboard activity log and extended the number of events logged. And vice versa, during the refactoring process, deleted the output of data that didn't have a functional purpose, such as the Routes column in the Payment routing schemes' list and the Public ZeroFee badge option in Commerce settings.
Stay tuned for the next updates!