Announcements

Where we announce new features, updates, fixes, and other improvements as they come. https://tratta.io/ 

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Payment tracking, made easier!

Improvement

 

Payment Source in Console Reports 📊

We've added new columns to the Transactions, Scheduled Charges, and Payment Plans reports, relieving you of the burden of tracking where your payments are coming from and how they are made.

1. Payment Source now indicates the origin of the transaction’s creation:

  •  Console: This data point summarizes all payments created on the Console side by a User (someone at your company), such as an agent or collector.
  •  Collect: This data point summarizes all payments created by a consumer exclusively using Tratta’s self-service portal. This does not include guest payments or IVR payments. This includes payment plans, scheduled payments, and one-time payments. This is where the real bang for the buck is!
  •  Guest: This category aggregates payments executed via our guest checkout feature for consumers unable or unwilling to establish an account.
  •  IVR: Aggregates payments executed through our payment automated phone platform.
  •  API: For those firms that have integrated their SOR, IVA, or another application to our platform via APIs, this data point will total payments processed by Tratta that were shared with us via your API.

2. Payment Source Name now allows you to track the payment source, whether a User or an API integration, by name. This feature is excellent for creating leaderboards for your agents and seeing how integrated partners perform.

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Console Create Payment 💳

  • Create Payment is now restricted to Parent Accounts only to maintain consistency with the overall system design (payments are allowed only toward parent accounts).
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  • Settlement Offers now allow for agents to set custom discount percentages and amounts. Custom parameters can be set within the default offer setup and full balance.
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  • We've optimized the calculation speed for long payment plans.

 

Bug Fixes & System Maintenance 🔧

  • We removed Customer Status an available status.
  • Further optimized the Users import flow.
  • Optimized search performance across all pages within the Tratta eco-sphere.
  • Addressed various minor bugs 🐛.

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