We are introducing a brand-new feature under Console → Settings → Notifications that now empowers you to manage customer notifications. This update lets you preview, test, and customize email and SMS notification templates that your customers receive.

Key Features:

• Access a comprehensive list of all available notifications.
• Configure sender email addresses.
• Set universal footer text for all email communications.
• Easily preview and edit individual notification templates.
• Disable/Enable individual notifications.

Customer Portal Updates 🚀

• Update the Creditor Field for customers with multiple Creditors accounts merged into one parent account. Such customers will be able to review creditors in the Summary of Account(s) section (previously named “Creditor Accounts”)

• Support for multiple guest sessions at once
• Simplified verification process: Customers can now verify against parent debt account external IDs without needing to type the "p_" prefix.

 

Bug Fixes 🔧

• Fixed a bug affecting transaction preview on the search page.
• Resolved API throttling issues, allowing for user-defined limits set through Nova.
• Other various bug fixes 🐛

Console settings - now easier to use 👌

We've significantly reorganized the Console settings for enhanced usability. Now, thanks to our organized categories, including General, Manage Users, Branding, Customer Portal, Settlement Offers, and Legal Policies, you can effortlessly find the section or specific setting you're looking for.

We've meticulously reviewed the structure of each section in our settings to ensure all fields and actions are logically grouped, making settings management a hassle-free experience for users. This is just the start. We did it so we can expand this area with even more valuable tools.

Console - Search Enhancements 🔎

We've updated the search feature to display the Parent-Child hierarchy in search results, both in the floating search and the search page, while also refactoring some search components for better performance.

We’ve improved how you search for consumer names.

IVR updates 📞

• IVR system now supports debt account external numbers, if enabled by rules.

• IVR now permits payments even if the Account balance is lower than the Min Payment Amount Rule.

Other updates:

• Console: Added Activity Logs to Payment Plan Charge and Scheduled Payment Plan Charge
• Now, when archiving an account, we'll quietly update the current balance so it doesn't temporarily switch to the paid_off state but goes directly to the archive state.

Bug fixes 🔧

• 🐞 We've fixed a bug that prevented the Charges page from loading when Lauded was enabled due to missing transactions on the resource.

• 🐞 Other minor bugs were fixed.

Customer Portal - Suggested Payment Plan Options 🔥

We've unveiled a new feature allowing customers to easily select from suggested Payment Plan options, providing an instant view of potential payment amounts, frequencies, and payoff periods for each choice. The option to configure a custom plan remains available for a more personalized approach.

Other updates 🚀

• Added API and Mail usage tracking

• Our payment IVR system now adopts the correct property names, such as account number or reference number. This customization will personalize the information communicated to callers.

• We've added a badge to Console reports to indicate when a report is scheduled, preventing users from accidentally saving over it.

• We've added Suggested Payment Plans to the event log, enabling enhanced analytics and displaying these actions in both the Customer and Account Activity logs on the Console.

Bug fixes 🔧

We’ve rolled out various bug fixes.

Email with Key Performance Report 📊

We're excited to introduce a new feature for our Console users - the ability to receive an email with the most important performance indicators for their Organization. Now, you can effortlessly track both Payments and Payment Plans in terms of volume and amount, directly in your inbox.

Simply enable this notification in your Console profile settings to start receiving valuable insights!

Bug fixes 🔧

We’ve rolled out various bug fixes and minor system optimizations.

Console: Activity log

We’ve introduced the Activity Log feature to the Console Customer and Debt Account pages! Now you can easily monitor events and changes related to the Customer or Account activities right at your fingertips (Payments, Customer sessions, Data changes, Failed actions and others).

With the activity log displayed in chronological order, tracking the history of changes has never been more straightforward.

🚢 Coming Soon

• Filtering by Event Type

• Sorting options: from newest to oldest and vice versa

• Event Log v2.0 / Timeline (with more readable event labels, enhanced events log structure, and separate full-page view)

Security Update: 2FA Verification for Console

We introduced an additional layer of security for our Console users – two-factor authentication (2FA). Now, when logging in from a new device for the first time, users will receive a verification code via email. This added protection helps ensure the security of user accounts.

Other updates:

• We've introduced support for remote capture check payments, including comprehensive updates to our database, Collect payment flows and account views, Console reports and detail views, email templates, API, and other related components.

Bug fixes 🐞

Various bugs have been fixed. Rest assured; no ladybugs were harmed in the process.

Settlement Offer Configuration update

We added the ability to configure multiple Settlements Offers based on the account balance flexibly. As well as account filters. Now it’s easy to target only needed accounts!

Console updates 🛰️

• Added `Sub Account External Ids` on Dispute Report

• We optimized Scheduled Export functionality.

Other updates:

• Our payment system has undergone optimization, ensuring the ability to work with multiple gateways.

Bug fixes 🔧 

We’ve rolled out various bug fixes.

We released the industry's most configurable, beautiful, visually appealing online settlement feature for consumers before the tax season. Still, we wanted to wait till we released our Console side until we announced it publically.

The settlement feature is fully configurable so that you can match every required to every level. And it's easy to set up!

Tratta has recently updated its API documentation to include a new feature that allows users to create payment plans without specifying a payment method. This update provides greater flexibility for customers who may not have a payment method at the time of plan creation or who may want to add a payment method later on.

One potential use case for this new feature is creating a payment plan via the API and then creating a customer session link. Users can then send this link to their customers via text message or email, allowing customers to complete the payment plan themselves. This added flexibility and convenience can help businesses streamline their payment processes and improve the customer experience. The new functionality is now available for all Tratta API users.

You can find the new documentation here: https://docs.tratta.io/payment-plans.html#create-payment-plan 

We have also released informative help docs for the administrative side of our app to help you navigate new features on the console. These help docs will make it easier for you to get up to speed with the latest updates and make the most of our app.

You must be logged into Console, found at app.tratta.io

We have expanded our Payment API docs to provide even greater integration capability. This will make it easier for you to integrate Tratta with other systems and platforms and streamline your debt recovery process even further.

API Docs are public and the newest update can be found here: https://docs.tratta.io/charges.html