Posted on by Nate Christensen

April 7, 2025

What’s New

  • We added the ability to provide a metadata object to transactions made on loan and line of credit accounts. Now, the "metadata" field is included as an option when creating or updating transaction information. Please note that the "metadata" field does not allow for pre-serialized JSON. The "metadata" field is now available for the following transactions:
    • Loan accounts
      • Payments
      • Charges
      • Advancements
      • Credits
      • AutoPays
      • Funding transactions
    • Line of credit accounts
      • Payments
      • Charges
      • Advancements
      • Credits
      • AutoPays
      • Funding transactions
      • Swipes
  • We added the ability to provide immediate destination and origin information when creating and using a Nacha payment processor configuration. Previously, Secure Payments used a Nacha processor’s routing number value as the immediate destination and the company ID as the immediate origin as defaults. Now, immediate destination and origin is configurable.

Bug Fixes

  • We fixed an issue that occasionally caused the Automations tab of the Smart Panel to display as empty. Now, this tab displays available Quick Actions more reliably.
Added