Dex-1.38

Users

  • reset the password using email only (new)
  • invite merchant-level user with “Dispute manager” role
  • invite Reseller-level user with “Sales Rep” role

Transactions

  • filter the transactions data grid by:
    • Authorization Number
    • Settlement response code.

Webhooks

  • datagrid upgrades
  • new webhooks detail view
  • new webhooks create and edit modals
  • disable webhooks option

Merchant Applications

  • log in as sales rep:
    • create and view my applications
    • not view other applications

Rate Plans

  • rate plan logo updated
  • log in as sales rep:
    • create and edit my rate plans
    • not view and edit other rate plans

Organizations

  • log in as Forte:
    • view the details for my Add Bank Account ticket – from Bank Accounts tab if it is in review status
    • Create new Gateway Merchant Organization
    • Create new Reseller Organization
  • log in as Reseller:
    • Create new Gateway Merchant Organization:
      • new Fed ID
      • same Fed ID
      • Canadian info and TRN
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Dex-1.37

My Profile

  • view general information
  • view own role and permissions (simplified format)
  • edit personal info
  • change password  (action)

Transactions

  • new general information section
  • new card for details, history and receipt tabs
  • new billboards for relevant info

Funding

  • Clicking on any Funding row entry will open a slider (Modal) on the right
  • view General information (General tab)
  • view related transactions

Disputes

  • new general information card on the left
  • view related transaction
  • new tabs inside details view: items needed, history, comments, …etc

Customers

  • new general information card on the left
  • new tabs inside details view: paymethods, Schedules, Addresses
  • view related transactions button

Schedules

  • new general info card
  • link to customer
  • new schedule items details section
  • View related transaction (completed items)
  • View related PM and additional info (completed items)
  • edit and delete schedules (scheduled items)
  • new billboards for relevant info: last transaction, next transaction, completed summary

API Credentials

  • new general information card on the left
  • new details view: roles and permissions displayed
  • update name of API key set
  • copy Access ID, generate new Secure Key

Webhooks

  • simplified webhooks  Datagrid

Organizations

  • new general information card on the left
  • new tabs inside details view: contacts, bank accounts, attachments, settings, history
  • click to edit details on the cards

Locations

  • new general information card on the left
  • new tabs inside details view: products and services, bank accounts, bill pay, controller/ owners
  • click to expand more details on the cards
  • links to merchant Org and parent reseller org

Merchant Applications

  • new general information card on the left
  • new tabs inside details view: attachments, comments, verification checks (Internal only), underwriting, pricing, owner
  • new billboards for relevant info: received date, updated, assignee
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