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MX

Finances as they should be

Helios 2.26: Release notes — Oct. 2, 2017

Helios 2.26: Release notes — Oct. 2, 2017

What's new:

  • Redesigned Dashboard

  • Improved "Account Details window"

  • Improved Transactions list

  • Improved messaging and flow for WideNet users who sync online banking accounts

  • Enhancements to Popmoney payments


Redesigned Dashboard

The Helios Dashboard has been redesigned to make it even easier for users to navigate.

🆕 Each panel on the dashboard now has a "view" button at the bottom of the panel. It was previously located on the top right.

⬆️ More accounts are now visible when swiping left on the accounts panel.

⬆️ Spacing and design have been improved for a better scrolling experience.

Account Details

🆕 Account metadata — such as minimum payments, APY, APR, etc. — will now be exposed to users on the "Account Details" window.

⬆️ All pending transactions will now appear at the top of the transactions list on "Account Details."

Transactions lists

🆕 Icons now indicate the category of a transaction will. These appear to the left of a transaction. These icons appear on transaction lists throughout the app, e.g., Spending, Budgets, Accounts, etc.

WideNet

🆕 Deep linking is now available for the Helios login/credentials screen. That means clients who build a wrapped WebView into Helios can take users directly back to the login/credentials screen if they choose.

‼️ Deep link URL:  helios://navigate?screen=credential_login

⬆️ We've improved the messaging and flow of the process for syncing online banking accounts to WideNet users. 

‼️ This primarily affects clients who have a path to online banking enrollment built into their WideNet implementation.

Popmoney

🆕 Users can now send money based on an account and routing number. Popmoney transfers were previously limited to SMS and email.

‼️ Using this feature requires that clients have an implementation that includes money movement features.

🆕 When receiving a Popmoney transfer, it is now possible for users to choose which account that money is placed into — even if they have not set a default account.

‼️ Using this feature requires that clients have an MX API connection.
 

MX Widgets: Release notes — Oct. 2, 2017

MX Widgets: Release notes — Oct. 2, 2017

Widgets — August 2017 release notes

Widgets — August 2017 release notes