Platform upgrade » General questions » Historical data and functionality

Historical data and functionality

Yes, this functionality is available on the new platform.

Yes, you will receive an email notification when an order is booked. If you would like to view or adjust notification preferences, you can do so in Account Settings.

Yes, your past transactions will be accessible on the new platform’s dashboard via Recent Orders or by navigating to Payment History. 

Your data will be available to you automatically on the new platform, including:  

  • Transaction history within the last ten years 
  • Payee/beneficiary information with the status of active, newly created or modified within the last two years 
  • Support case history (if applicable) including all active and inactive cases from the last seven years  
  • Users that have logged in within the last two years 
  • Active approval models (if applicable) models will carry over