Statements
- We have made improvements to our Statements feature for ledger customers.
- In transaction descriptions, we have replaced “ACH Credit” with “ACH Withdrawal” and “ACH Debit” with “ACH Deposit” to clearly indicate the direction of the transaction.
- “ACH Withdrawal” signifies that money came out of the account, while “ACH Deposit” signifies that money was put into the account.
Please note that this change is backwards-incompatible.
1099-INT Generation Feature
- We have improved our 1099-INT generation feature.
- Ledger customers now have the ability to create and file corrected 1099s if the initial 1099-INT filing contained incorrect information.
- This can be done by posting to the same endpoint.
- To learn more about 1099-INT generation and corrections, please visit our API Reference page.
KYC Endpoints
- We have added new parameters (provider,provider_full, and provider_result) to our KYC endpoint.
- These parameters are used to define the name of the third-party KYC provider for person or business applications.
Third-party KYC evaluation submission is currently only available to certain organizations.
- To confirm its availability for your organization, please contact your Treasury Prime Account Manager.
- For more information, please visit our KYC API Reference page.