Q3 2025 | Release Notes

Dashboard

A Unified Onboarding Checklist for Faster, Clearer Verification

Previously, you might have found pending actions for customer verification scattered between a notification banner on the "Details" page and an "Action Needed" pop-up modal.

Our new, dedicated "Onboarding" tab consolidates all these items into a single, easy-to-read checklist under "Actions Required to Onboard." Instead of hunting for information, you now have a clear, centralized view of every pending requirement for any customer type. In addition to the verification directives that we were already showing, we show action items for the statuses themselves. This provides some guidance if a customer is in Retry but doesn't have any specific verification directives.

Clearer, More Detailed Customer Document Feedback

We’ve rebuilt the Customer Documents page to make resolving verification issues faster and more intuitive, allowing you to quickly diagnose and fix any document failures and onboard your users with less friction.

• The redesigned tab now shows all the document failure reasons at once for more efficient troubleshooting.
• Document statuses are clearer and more closely aligned with the API.
• Failure reason comments are now coming directly from the API and provide more details.
• Beneficial Owner documents are split by owner instead of appearing in one combined table.

-1.png?width=800&height=757&name=4%20(Customer%20Documents%20page)-1.png)

An Enhanced Workflow for Viewing Transfers

We originally launched the Funds Flow Overview page in 2024, and since then we’ve been receiving your feedback about how it could be improved. These workflow changes are based on that feedback!

• The Transfers list page has an improved filtering design and new, easier-to-read status chips.
• When you select a transfer from the list, a Transfer slide-out panel appears on the right side of the screen without navigating to a different page.
• For a more comprehensive look at any transfer, you can go to our redesigned Transfer Details page by clicking the Open in New Tab icon in the top right corner of the slide-out panel or the View Transfer Page link at the bottom of the slide-out panel.

Once on the Transfer Details page, you can see the complete Funds Flow Overview and get a high-level picture of the entire transfer. Improvements to this page include:

• The details for the specific transfer leg you originally selected on the Transfers list page will remain conveniently displayed on the right side of the page.
• The funding sources in the top overview card are now linked so you can navigate to their details pages in a new tab.

A More Discoverable and Transparent Mass Payments Experience

We’ve overhauled the Mass Payments experience to provide greater transparency and make finding specific transfers faster than ever. These enhancements allow you to search for and troubleshoot high-volume payouts with greater speed and precision.

• The new status chips make payment status obvious at a glance.
• You can search by Correlation ID to quickly find specific transfers, which saves you from endless clicks or custom API integrations.
• Direct links to individual transfers enable you to view the details of any transfer within a batch with a single click.
• A new summary card sits at the top, giving you the essential information for the whole batch front and center.
• You can view new fields, including Correlation ID, Funding Source Name and Metadata.

.png?width=2162&height=1640&name=3.2%20(Mass%20Payment%20items%20page).png)

Other Dashboard Improvements

• Kapa AI Search on the Dashboard Home Page: You can now use our AI-powered search to get answers right from the Dwolla Dashboard homepage. Simply ask our AI assistant, and it will search through Dwolla's comprehensive documentation for the information you need.
• Status Indicators for Customer Notifications: No more guessing whether or not a customer has received an email notification! The Customer Notifications tab has a cleaner design and crystal-clear status indicators.
• A Fresh Face for Customer Details: This cleaner, more modern layout makes it easier for you to find what you’re looking for. We’ve also enhanced the editing functionality with improved field validation to help ensure details are entered correctly from the start.
• Webhooks Retry Available Within Resources: Gone are the days of digging through a hard-to-find Applications page to manually locate and re-trigger a failed webhook. This new feature makes handling webhook failures simple and intuitive.
• Better Filters for Funding Sources: We’ve added a new Funding Source Type filter to the Customer Funding Sources page, allowing you to more easily find the bank account or virtual account you’re looking for.
• Monitoring Nacha Return Rates: We’ve updated our ACH Return Rates report to align with the rolling 60 day window you need for tracking compliance with Nacha return thresholds.
• User Interface Update: The Downloads page has a refreshed and more intuitive user interface.

Balance

Broaden Your Instant Payment Reach with FedNow

Building on last quarter's launch, our enhanced instant payment orchestration, which routes payments through the RTP® network or the FedNow® Service, is now fully available to all clients.

The most significant update this quarter is the remarkable growth of the payment ecosystem. The FedNow Service has expanded rapidly, with over 1,500 financial institutions now participating in the network. This growth means a greater number of recipients are reachable via FedNow.

Given this expanded reach, we want to highlight the flexibility you have through instant payments with Dwolla. For consistency with existing payees, our system defaults to sending instant payments via the RTP network when both networks are available. That said, you can choose to prioritize the FedNow Service instead if that works better for your end users and use case. As always, our API will automatically select the best available network for any given transaction.

To adjust the default prioritization to FedNow, please contact your Relationship Manager or our support team.

Support Portal

Introducing the Redesigned Support Portal Experience

We’ve launched a redesigned Support Portal experience that makes every interaction smoother and more intuitive. The new landing page provides a cleaner and more user-friendly starting point. Also, support content is now organized in a clearer and more logical structure, which helps you find the answers and resources you need more quickly and easily.