Dashboard Management
Setting Up
- Unit Dashboard login issue- I forgot my password / can't login
- 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?
- See all 8 articles
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?
- See all 15 articles
Accounts
Information Update
Accounts
- Can we update the name on the check for a closed business account from the business name to a personal name?
- How to get a list of Counterparties for a customer?
- 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?
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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?
- See all 10 articles
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?
- Can card orders be shipped internationally?
- See all 17 articles
Payments
General
Check Payments
Check Deposits
- Check deposit return reason "Signature Irregular"
- Check deposits with the words " SIGNATURE NOT REQUIRED" written on them.
- Is it possible to approve a check deposit that was rejected?
- Check Deposit Rejection reason is Internal Error.
- Check deposit rejection reason "FL- FI Prohibited Item"
- At what point does the check-writing bank confirm the check is legitimate?
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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?
- Managing Unauthorized ACH Debit
- If a customer is reporting that an ACH Sent to Wrong Account or Routing Number
- Can I cancel originated ACH payment?
- See all 21 articles