Product Updates: Q1/2024

1. Funding plan & scheduled transactions

The funding plan is one of the core elements of our funding product. Now, customers equipped with a funding plan can access it alongside scheduled transactions through our app. These updates empower you to track your overall financing facility usage, consolidating all transactions seamlessly within our platform.

Customers with funding plans: what’s new?

• New dashboard design
  • Everything at a glance: The new dashboard shows the planned facility usage, the use case, and the costs. You’ll get a better overview, which is easier to digest.
  • Funding request made as easy as possible: above the information about the funding plan, you can see a banner to request the transaction.

• Scheduled transactions
  • To enhance your understanding of your transactions, you now have access to an overview of all your transactions on the transaction page

Customers without funding plans: what’s new?

• New dashboard design
  
  • We've added a more prominent CTA for requesting long-term funding plans. This ensures that requesting a funding plan is now simpler and more accessible for you.
• Improved transaction request mechanism
  
  • There is an automated flow in place for initiating scheduled transactions. There are no more transaction files. After an email trigger from our side, you can directly request a transaction in the app with one click.
• New design for funding request flow
  
  • You’ll get a better overview about the terms of your funding and your payment profile.

2. Statement of payment

The payment statement provides a comprehensive overview of all your payments, along with their conditions and terms. It's invaluable for your accountant or tax advisor whenever you need it.

What’s new?

• You have the option to download your payment statements as PDFs. You’ll find the link on the transactions page.

3. Improved benchmarking chart design

• Simplified information
  • Better overview and quick understanding: we’ve simplified and reduced the financial metrics charts.
• Changed layout of cash flow section
  • Efficiently oversee your cash flow with a single glance. We've enhanced the cash flow section to provide all necessary information in a concise and easily accessible manner.

4. US/CA bank accounts & manual bank accounts

What’s new?

• Add US/CA bank accounts
  
  • You can connect your bank accounts based in the US and/or Canada.
• Manual bank accounts
  
  • You can import your manual bank accounts (e.g., savings account) in the re:cap app via a CSV import.