V7.56.0 - Enhanced Deposit Experience: Greater Configurability, Greater Clarity

Learn about all the details of all our recent CRM updates here.

Released Date - 29 September 2025

This release introduces more flexibility and clearer client guidance across the CRM’s deposit journey. Brokers can now fine-tune how deposit amounts are displayed and entered, surface more useful account and currency context at the point of funding, and personalise key payment visuals for a more intuitive experience. Together, these enhancements help reduce deposit friction, minimise selection mistakes, and support varied funding preferences—without disrupting existing operational workflows.

Key Function Highlights

  1. Customisable "Payment Currency" Icons: Brokers can now upload custom icons for each currency option shown in the deposit interface (displayed alongside the text label). This makes currency selection faster and clearer—especially when clients scan multiple choices.

  2. Account Type & Balance Display: When selecting which trading account to fund, the deposit screen now displays both "Account Type" and "Current Balance". This added context helps clients pick the right destination account and reduces avoidable funding errors.

  3. "Actual Deposit Amount" & "Payment Amount" Display Preferences: Brokers can control the deposit layout by choosing which value appears first: "Actual Deposit Amount" or "Payment Amount". You can also decide which field is editable, with the other auto-calculated based on applicable fees and/or FX conversion. This supports a smoother deposit experience aligned with different client behaviours and funding expectations.

  4. Fireblocks Deposit Currency Label Customisation: For Fireblocks-supported currencies, brokers can now configure more descriptive display names on the deposit page—such as including the blockchain network identifier (e.g., ETH – Sepolia). This reduces ambiguity and helps clients deposit to the intended asset/network with greater confidence.

1) Customisable "Payment Currency" Icons

You can now upload custom icons for each currency option shown in the deposit interface (displayed alongside the text label). This makes currency selection faster and clearer—especially when clients scan multiple choices.

To configure the payment currency icons, follow these steps:

1

Permission Settings

  1. Before configuring payment currency icons, ensure the appropriate permissions are enabled:

    1. Read Payment Currency Icons – Allows view-only access to payment currency icons.

    2. Update Payment Currency Icons – Allows editing of payment currency icons.

  2. Once enabled, the “Payment Gateway Icons” menu will be visible under “Transaction Settings”.

2

Configure Payment Gateway Icons

  1. Go to "Settings" > "Transaction Settings" > "Payment Gateway Icons".

  2. You will see a list of all currencies currently configured under your payment methods.

    1. Default currency icons will be displayed.

    2. Any newly added payment currencies will automatically appear in this list.

    3. If a payment currency is removed from your payment methods, it will also be removed from this list.

  3. Locate the currency you wish to customise and click the "Edit" icon.

  4. Upload your desired icon. Please note:

    1. Recommended size: 200 × 200 px

    2. Background: Transparent

    3. Supported format: PNG

  5. Click "Save" to apply the changes.

  6. The updated icon will be reflected immediately, and the "Update Time" will be recorded in the system.

3

Application

  1. When clients proceed to deposit funds, the configured payment currency icons will be displayed according to your settings.

2) Account Type & Balance Display

When selecting which trading account to fund, the deposit screen now displays both "Account Type" and "Current Balance". This added context helps clients pick the right destination account and reduces avoidable funding errors.

3) "Actual Deposit Amount" & "Payment Amount" Display Preferences

A) Deposit Layout

You can control the deposit layout by choosing which value appears first: "Actual Deposit Amount" or "Payment Amount".

To configure the display order, follow these steps:

1

Go to Payment Method Settings

  1. Navigate to "Settings" > "Transaction Settings" > "Deposit Settings".

  2. Under "Payment Method Settings", locate the payment method you wish to configure and click the "Edit" icon.

2

Configure Preferred Arrangement

  1. Under "Deposit Fields", you will see an "Arrow" icon beside "Payment Amount".

  2. Click the "Arrow" icon to move "Payment Amount" above "Actual Deposit Amount".

  3. This will display "Payment Amount" before "Actual Deposit Amount" on the deposit page.

  4. The arrow icon will then appear beside "Actual Deposit Amount".

  5. Click it again if you wish to move "Actual Deposit Amount" back to the top position.

  6. Click "Save" to apply your changes.

3

Application

  1. The order of "Actual Deposit Amount" and "Payment Amount" on the deposit page will reflect your configuration.

B) Editable Fields

You can also decide which field is editable, with the other auto-calculated based on applicable fees and/or FX conversion. This supports a smoother deposit experience aligned with different client behaviours and funding expectations.

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This feature applies only to Paysafe, ChillPay, PayPal, and any other PSPs integrated via OpenAPI.

To configure the editable fields, follow these steps:

1

Go to Payment Method Settings

  1. Navigate to "Settings" > "Transaction Settings" > "Deposit Settings".

  2. Under "Payment Method Settings", locate the payment method you wish to configure and click the "Edit" icon.

2

Configure Editable Fields

  1. This configuration is available only when "Show Actual Deposit Amount" is enabled.

  2. Under the editable field configuration, select one of the following options:

    1. Actual Deposit Amount Only – Clients can input the actual deposit amount. The payment amount will be calculated automatically.

    2. Payment Amount Only – Clients can input the payment amount. The actual deposit amount will be calculated automatically.

    3. Either Amount Fields (Default) – Clients may input either field, and the corresponding amount will be calculated automatically.

  3. Click "Save" to apply your changes.

3

Application

The deposit page behaviour will reflect your selected configuration:

  • If set to "Actual Deposit Amount Only", clients can only enter the actual deposit amount.

  • If set to "Payment Amount Only", clients can only enter the payment amount.

  • If set to "Either Amount Fields", clients may enter either amount, with the corresponding value calculated automatically.

4) Fireblocks Deposit Currency Label Customisation

For Fireblocks-supported currencies, you can now configure more descriptive display names on the deposit page—such as including the blockchain network identifier (e.g., ETH – Sepolia). This reduces ambiguity and helps clients deposit to the intended asset/network with greater confidence.

To configure the currency display name, follow these steps:

1

Edit Fireblocks Settings

  1. Navigate to "Settings" > "PSP Settings" > "Fireblocks Settings".

  2. Click the "Edit" icon to modify your Fireblocks configuration.

2

Configure Currency Display Name

  1. Enter the desired display name for the respective currencies. You may include network identifiers where applicable, e.g. USDT – ERC20.

  2. Click "Save" to apply the changes.

3

Application

  1. The configured currency display names will be reflected on the client side during deposits.

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