Added
Balance movement documentation and webhook
12 months 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.