Added
Balance movement documentation and webhook
about 1 year ago by Felipe Lozano Landinez
We have made several key additions to our dashboard and webhooks to make it easier to track balance movements.
Specifically, you can now:
- See a timeline view in the dashboard (click on "View History" next to the balances) detailing every balance movement
- Download an exportable CSV version of the timeline view
- Subscribe to a new webhook eventName called balance_movement
In addition, there is now a "Statements" section in the dashboard - a few days after month's end, a PDF statement will be auto-generated for all the balance movements of the past month.
All balance movements are grouped at the business account (BUUID) level, regardless of whether it's a Manager or Managed Account.