July Product Release: Enhancing PayHelm’s Features and Performance

In July, we celebrated a remarkable milestone at PayHelm with the launch of our latest product release. Our mission has always been to empower businesses with innovative solutions that simplify operations and drive growth. With this release, we’ve taken a giant leap forward in achieving that goal. Let’s delve into the details of the exciting new features and enhancements that are now at your fingertips.

Linking Stripe for Transaction Fee Calculation:
We understand the importance of precise financial tracking in the world of e-commerce. To that end, we’ve introduced a seamless integration that allows merchants to link their Stripe accounts for accurate transaction fee calculations. This feature simplifies accounting and ensures that your revenue calculations are on point. Now, you can effortlessly monitor your earnings and fees in one central location, saving you time and minimizing the chances of financial errors.

Dashboard Speed and Efficiency:
A responsive dashboard is the backbone of efficient business management. In response to your feedback, we’ve invested in improving the speed, data usage, and response times of the Dashboard. We know how frustrating slow-loading pages can be, and we’re committed to providing you with a smooth and efficient experience. With this update, you’ll notice a significant enhancement in the dashboard’s performance, resulting in smoother navigation and quicker access to vital data.

Export to PDF Reports:
Your reporting needs are at the heart of our enhancements. We’ve introduced a feature that allows you to export your reports to PDF format effortlessly. This upgrade makes it simpler to share and archive essential data. Now, generating professional PDF reports is just a few clicks away, making it easy to share insights with your team, stakeholders, or clients.

CSV Download Speed
We’re dedicated to ensuring that you have reliable access to your data. With this release, we’ve successfully increased the CSV download speed. You can now download your data in CSV format without any interruptions or delay, ensuring that your data is readily available for analysis, record-keeping, or any other purposes you require.

Profit in Customer Report:
Understanding your business’s profitability is essential for informed decision-making. To provide you with deeper insights, we’ve added the ‘Profit’ metric to the Customer Report. This new feature empowers you to analyze not only your revenue but also your bottom line, helping you make strategic choices to optimize your business’s financial health.

PayHelm Insurance Enhancement:
Your transaction security is a top priority for us. As part of this release, PayHelm users can now benefit from having the first $100 of their transactions not covered by PayHelm Insurance. This enhancement provides you with greater flexibility and cost-saving options while still ensuring that your transactions are safeguarded.

Payment Status Toggle:
Managing payment statuses is now more straightforward with our new toggle feature. You can easily switch the “Cancelled” payment status on and off directly from the filter menu. This functionality gives you greater control over your payment data and simplifies the process of sorting and analyzing your transactions.

Auto-Insurance for Shipping Cost:
Shipping costs can be a significant expense for e-commerce businesses, and insuring them is crucial. To streamline this process, we’ve introduced a new setting that allows auto-insurance to cover shipping costs. This feature simplifies your shipping insurance management, ensuring that your shipments are protected without the need for manual adjustments.

ShipSurance Integration:
We’re excited to announce the integration of ShipSurance with PayHelm to enhance your shipping insurance options. ShipSurance is a trusted partner that offers comprehensive shipping insurance solutions. This integration allows you to expand your coverage options and tailor your shipping insurance to your specific needs, providing you with peace of mind when it comes to shipping-related risks.

Enhanced Signup Experience:
We understand that the first steps in your PayHelm journey are crucial, and we want to make them as smooth and user-friendly as possible. In this release, we’ve revamped the initial signup process to provide you with a cleaner and more intuitive experience. From creating your account to navigating through the initial setup, you’ll find that the process is more straightforward and welcoming, ensuring you get started on the right foot.

Custom Meta Data Upload:
Data customization is a powerful feature, and we’ve made it even more flexible with the ability to upload custom metadata via CSV. This enhancement allows you to tailor your data management to your specific business requirements. Whether you need to add unique identifiers, categorize items, or include additional information, our custom meta data upload feature empowers you to do so efficiently.

Refunded Shipping Costs and Taxes:
To provide you with comprehensive financial insights, we’ve introduced the capability to track and report on refunded shipping costs and taxes. This enhancement ensures that your financial records accurately reflect any refunds processed, giving you a clear picture of your revenue and expenses.

SKU Filter Enhancements:
Efficient product management is essential for e-commerce success, and our SKU filter enhancements are designed to streamline this process. With the new “contains” option, you can now filter your data by SKU with greater precision. This feature allows you to easily locate and manage products based on specific criteria, saving you time and effort.

Additional Fields in PayHelm:
Flexibility and customization are fundamental aspects of a robust e-commerce platform. To empower you further, we’ve expanded PayHelm’s capabilities by introducing additional customizable fields. Now, you can tailor your data collection and management to match your unique business needs. Whether you want to capture specific customer details, product attributes, or order information, these additional fields provide the flexibility to do so seamlessly.

Stripe Gateway Fee Setup:
Setting up payment gateways should be straightforward, and we’ve streamlined it by implementing Stripe’s gateway fee setup. This feature simplifies your payment processing, making it easier for you to connect Stripe and manage your gateway fees effectively. Whether you’re a new user or an existing one, you’ll appreciate the convenience and efficiency of this enhancement.

UPS OAuth Integration:
Shipping logistics are a critical component of e-commerce, and we’ve taken steps to make it more efficient. We’re pleased to announce the integration of UPS OAuth for shipping label cost retrieval. This integration simplifies the process of accessing and managing shipping label costs, helping you optimize your shipping operations and reduce costs.

Saved Reports Enhancements:
Your saved reports are invaluable tools for monitoring your business’s performance. With this release, we’ve made improvements to ensure that your saved reports respect the selected report timeframe. This means that your data will always reflect the specific timeframe you’ve chosen, providing you with accurate and up-to-date insights. Whether you’re tracking monthly trends or analyzing yearly performance, your saved reports will be more reliable than ever.

Our July product release embodies our dedication to enhancing PayHelm’s features and performance to meet your evolving needs. We’re committed to providing you with a comprehensive e-commerce solution that empowers you to manage your business efficiently and effectively. Stay tuned for more exciting updates in the future as we continue to innovate and deliver value to our users. Thank you for choosing PayHelm!