Dashboard Management
Setting Up
- How can I reset my password for the Unit Dashboard?
- Login to your sandbox account
- How can I delete my account from the sandbox environment?
- What is the time zone displayed in the Unit Dashboard?
- What are the available Unit Dashboard user roles?
- How to filter transactions in the main page
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Applications
Applications
- Which file types can be uploaded as verification documents on application?
- Navigating Applications
- Does Unit offer address validation?
- What can I tell an applicant about why their application was denied?
- Does Unit or the bank send a denial letter to the applicant when their application is denied?
- Can an application have an international address?
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Accounts
Information Update
Accounts
- Write-off transactions
- Request to archive an account
- Will closing an account cancel any pending payments from the account?
- Do you store account statement for closed account and can we access them after the account is closed?
- When are the monthly statements generated?
- Can closed accounts be reopened?
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Cards
Interchange
Card Transactions
- Card decline for "Exceeds stand in limits"
- What happens to transactions for a card that is reported lost or stolen
- What is the difference between cards transaction and card purchase?
- What is Stand-In?
- Can a return be processed on a closed or frozen card?
- Can we cancel a pre-authorization if it is fraduluent?
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Card Transactions Disputes
ATM
Business Charge Cards
Card Management
- Card status
- Is it possible to customize the content in the debit card mailers?
- Visa Prohibited Countries list
- A customer is unable to add their card to their mobile wallet (Apple Pay, Google Pay)
- Does Unit support payments through mobile wallets like Apple Pay and Google Pay?
- How can my customers activate their physical cards?
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Payments
General
Check Deposits
- Check deposit rejection reason "FL- FI Prohibited Item"
- At what point does the check-writing bank confirm the check is legitimate?
- How can we have a check deposit successfully processed?
- Can check deposits be accepted from a Canadian bank?
- Check deposit returned with the return reason "Refer to Maker", what does that mean?
- Does Unit support Remote Deposit Capture (RDC)?
ACH
- What is a clearing period and how is it affected by banking holidays?
- Updating Incorrect ACH Payment Information When Verified Through Plaid
- Why was an ACH transaction not successful if the micro-deposit went through?
- Can I cancel originated ACH payment?
- What will happen if a CCD ACH would be sent to a personal bank account?
- Can you identify if a recipient's bank account is business or personal before sending an ACH transfer based on the routing number or other account properties?
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