Q2 2026 Release Notes
Published: August 2026
Period: April–June 2026
Audience: Fortis customers, partners, and ISVs
Location: Fortis Resource Center
Self-Service and Account Management: More Control, Less Friction
Who This Is For
Merchants, partners, and customer support teams
What’s New
- Guided, step-by-step account change requests
- Support for bank account, legal name, business name, DBA, and other account information changes
- Clearer merchant- and partner-facing status messages
- New APIs and audit visibility for account and signer updates
Summary
Fortis expanded its self-service capabilities, allowing merchants and partners to submit and track account changes through a consistent, guided experience. Each request walks users through prequalification, document upload, verification, review, and submission. Refined status messages and expanded request histories provide better visibility into the progress of each request.
Value
- Faster turnaround for account changes
- Better visibility into request progress
- Less reliance on customer support
Partner Reporting: Insights on Your Terms
Who This Is For
Partners, agents, and ISVs
What’s New
- Configurable dashboards built from a catalog of tiles
- Drag-and-drop reordering, tile resizing, and saved views
- Dashboard and individual chart exports to PNG or PDF
- Expanded reports, including Volume by Agent and Application Lifecycle
Summary
Partners now have greater control over how they view and manage their business data. A new dashboard framework allows users to assemble views from a catalog of tiles, rearrange and resize them, and save multiple named layouts without engineering support. Expanded lead, application, and residual reporting provides timely insight into volume, application activity, and agent performance.
Value
- Self-service, tailored reporting
- Faster access to important business metrics
- Less reliance on custom reporting requests
Merchant Portal: Clearer Reconciliation and Reporting
Who This Is For
Merchants, finance teams, and ISVs
What’s New
- Deposit Reconciliation that connects deposits to their underlying batches and transactions
- Tax on Surcharge support across invoices, PayLinks, checkout, refunds, and terminals
- Subtotals displayed across transactions and reports
- Reusable and shareable report templates
Summary
Fortis made it easier for merchants to reconcile the funds they receive. Deposit Reconciliation connects a bank deposit to the gateway batches, ACH payments, and card transactions that funded it, with consistent columns across detailed views and exports. Merchants in applicable jurisdictions can also calculate and display tax on surcharge amounts across payment channels. Reusable report templates allow teams to save, share, and reapply their preferred reporting views.
Value
- Deposit-to-transaction reconciliation without manual spreadsheets
- Consistent surcharge and tax handling in applicable jurisdictions
- Clearer, more consistent reporting
Boarding and Underwriting: Faster, Smarter Onboarding
Who This Is For
Partners, agents, and underwriting and risk teams
What’s New
- Automatic boarding for approved ACH-only accounts
- Automated underwriting enriched with identity and bank verification data
- Agent-initiated applications with a structured, audited review workflow
- New risk controls and underwriting audit logs
Summary
Fortis continued to make merchant onboarding faster and more efficient. Approved ACH-only accounts can now be boarded automatically, removing a manual step from eligible applications. Automated underwriting incorporates current identity and bank verification data into risk decisions. Agents can also initiate applications on a merchant’s behalf and route them through a structured, fully audited review workflow supported by enhanced risk controls.
Value
- Faster time to board for eligible merchants
- Stronger, better-documented underwriting decisions
- More flexibility for agent-assisted boarding
Payments, Devices, and Gateway: More Reliable Processing
Who This Is For
Merchants, ISVs, and ERP and gateway integrators
What’s New
- Support for onboarding merchants to PayPal International
- Continued PAX terminal application improvements
- Canadian Debit (Interac) support
- Card network compliance and gateway settlement enhancements
- Level 3 data support for Sage Intacct payments
Summary
Fortis expanded payment acceptance capabilities and strengthened processing reliability across channels. Merchants can now be onboarded to PayPal International, while continued terminal application updates improve the card-present payment experience. Additional gateway enhancements support current card network requirements and improve batch settlement reliability. The Fortis integration with Sage Intacct also now supports Level 3 data, helping eligible commercial card payments qualify for lower interchange rates.
Value
- Broader payment acceptance capabilities
- More reliable in-person payment processing
- Potential interchange savings on eligible commercial card payments
Data Hub: A Stronger Data and Reconciliation Foundation
Who This Is For
Enterprise merchants, partners, and data and finance teams
What’s New
- End-to-end deposit traceability from the portal through settlement
- Automated end-of-cycle residual processing
- Expanded alerting, monitoring, and data-quality controls
- Continued consolidation of portfolio data into unified reporting
Summary
Fortis continued to strengthen the data platform that supports partner and merchant reporting. Deposit traceability connects deposits displayed in the portal to their underlying batches and transactions. Automated residual and end-of-cycle processing helps accelerate the monthly close, while expanded monitoring, alerting, and data-quality controls provide more complete and reliable information for reconciliation and analytics.
Value
- More accurate reporting and reconciliation
- Faster monthly close processes
- Fewer data gaps and manual corrections
Q2 2026 at a Glance
- Launched guided self-service capabilities for merchant and partner account changes
- Introduced configurable Partner Reporting dashboards with saved views and exports
- Expanded Merchant Portal deposit reconciliation, surcharge, and reporting capabilities
- Enabled automatic boarding for eligible ACH-only accounts and agent-initiated applications
- Broadened payment acceptance and strengthened gateway and device reliability
- Enhanced the Data Hub foundation supporting reconciliation and reporting
Fortis API Information
Explore the tools, resources, and examples available to help you integrate Fortis into your software at fortispay.com/developers.
