We released enhancements to our Ledger Account and Ledger Account Categories UI's, and have planned upcoming releases across Ledger and Platform.

Recently Released

📚 Ledgers

UI Balance Search by Date

Ledger Account and Ledger Account Category UI’s now have the ability to review their respective balances over a range of dates. After customers select a date range, they are able to review the Available Balance in the embedded chart or select the ‘Table’ option to review all balances over the chosen time frame.

Upcoming Changes

🧑‍💻 Platform

(Anticipated Release 8/18/2025) Reduced Data Retention for Request Logs
Data retention for Request Logs searchable from the UI will be lowered from 4 months to 1 month. Request Logs older than 1 month will continue to be available via CSV export.

📚 Ledgers

UI Timezone Filters

All date filters in the Ledgers UI will have timezones as an option to select and edit. The timezone utilized will be considered when calculating balances and fetching Ledger Transactions or Ledger Entries.

Ledgers Sandbox Updates

Enhanced sandbox experience with embedded documentation, tutorials, and product guides to support your Ledgers exploration and enhance your testing experience.