Dex-1.46

Dispute

Default Dispute Subscription on for All merchants (Dispute Read and Update Permission)

  • Merchant accepts an Invite to Dex automatically subscribe them to the New Dispute notification .
  • For all existing merchant turn their subscription on for the New Dispute notification

Dispute module will have wells as a processor along with Vantiv

Dex Registration:

  • Dex now supports email verification and provide option for mobile phone verification during the registration and forgot  password process.

User:

  • Users to get access to Dex-Sandbox when they are invited to dex-Live.(User accepts a production invite; the invitation should also give users sandbox access )
  • When a user is being invited to dex-Live environment – “Note: By accepting an invitation to Live environment you will also have access to the sandbox as well.
  • When user is deleted from an organization, subscriptions associated with the user for that organization will be removed.
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Dex 1.45

Transaction:

  • Ability to Print receipt via transaction detail page

Payfacs:

  • Ability to filter the Payfac data grid by status.

Application:

  • Ability to get from a merchant organization to the corresponding merchant application.

Dispute:

  • Ability to filter by Credit card bin
  • Ability to sort the grid by the received date.
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Dex:1.44

Sandbox:

  • View mock data in following modules:
    • Transactions
    • Funding
    • Users
    • Customers
    • Schedules
  • Ability to Refresh Data
    • This action allows mock data to return to its original state
    • Will remove any ad-hoc entries entered by the user

Transactions:

  • Ability to add a new transaction from a previous transaction.

Invitations:

  • Dex invitation to corporate merchants has been updated with a new template.

Schedules:

  • Users can now view deleted schedules and scheduled items.

Customers:

  • Users can edit the Phone number and email address of existing customers.
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Dex 1.43

Locations:

  • SWP Settings:
  • Enable/ disable the SWP settings on a location: products and Services tab
  • view SWP code
  • click test code button to open SWP page
  • TS: Copy and test SWP code outside of dex.
  • edit the SWP settings on a location:
    • Main tab
    • Style tab
    • Billing tab
    • Shipping tab
    • Order/Payment tab
  • TS: create a validation builder for my SWP settings.
  • Account Updater:
  • View Account Updater settings in dex
  • Enrollment: enable/ disable Account Updater in dex.
  • Enrollment: edit Account Updater settings in dex: day to run

Users

  • assign additional reseller roles in sandbox (Same roles as live)

Transactions

  • view the response code and description of a credit card transaction.
  • not view “Void in Progress” bar if there is an error with void action.
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Dex: 1.42

All Tabs

•            keep search criteria entered in the search box and filters if switching modules in dex

Organizations

•            search the hierarchy by Organization ID

•            search the hierarchy by Location ID

•            search the hierarchy by Federal Tax ID.

Locations

•            view the AVS settings of a location.

•            edit a location’s Address Verification Settings (AVS).

•            see clear warning and select accept before regenerating.

•            regenerate FTP password.

•            force a password for the FTP.

•            force a password for the Real-Time Password.

Transactions

•            add additional columns to the transactions data grid.

•            customize additional columns across the Dex data grids.

Disputes

•            see due date that is set on government disputes to 10 days from 20.

•            not move back a disputes record type to a prior value.

•            have disputes due date  reset if the record type updates.

•            see combined fields on the datagrid like: Original Transaction Date and Original Amount into the Original Transaction column.

•            not have won and lost as terminal status for disputes.

•            see when disputes are in fulfilled status

•            not accept disputes where the record type is Inquiry

•            have color of the Accepted status updated from green to red.

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DEX 1.41

Transactions

•             Resubmit a transaction: CC (settled), Echeck (funded, rejected)

•             Void transactions in bulk: ready (in progress)

Organizations

•             Billing accounts will be hidden for merchants

•             If the Reseller organization does not have an Enterprise created, and you select “Add to Enterprise”, dex displays message: “There are no Enterprise Organizations created under this Reseller Organization.”

Users

•             Bulk Invite: invite multiple users across organizations at the same time using csv file for users at 10000 level with right permissions

Locations

•             View and edit a location’s Card Verification Value (CVV) settings of a location.

•             Generate the legacy credentials from location’s Credentials tab (Transaction processing password and old API login ID and secure transaction key)

•             If you select a location to move which does not have an Organization with a matching Federal Tax ID within the hierarchy, dex display message: “The selected location(s) does not have a corresponding organization with a matching Federal Tax ID.”

Customers

•             New eCheck card style (looks like a check) in the Payment Methods Tab

•             Ability to see the actions buttons on modals upon big screen resolution

Disputes

•             Authorized Enterprise users will be able to view and manage disputes.

•             Users will have less delays when uploading docs

•             Risk will be able to send Dispute documentation to Vantiv via FTP.

Developer

•             Authorized Enterprise users will be able to generate API credentials if they switch home account from an Enterprise to a Merchant Organization

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Organizations

  • New bank account summary section: assigned activities and locations for approved/added bank account
  • New reseller Hierarchy section for Reseller Organizations
  • See the date a document was uploaded
  • When creating a new Organization, a new dropdown is now available indicating if an Organization already exists when creating merchant Org with same Fed ID,
  • After successfully creating a new Organization, the Organization and location information is displayed  on the summary

Locations

  • View the TID (Transmitter ID) associated with the MID (location)
  • View and edit a location’s Forte Verify settings (matches VT settings)
  • View and edit a location’s Address Verification Settings (AVS) –  Card services only: Postal Code Mismatch, Street Number Mismatch (matches VT settings)

 

Disputes

  • See the date a document was uploaded
  • see the current history card as Chargeback Data
  • see disputes in: exception and recalled statuses (new for merchant and Resellers)
  • Last 4 Of Card column is renamed to Payment Details.
  • see the card brand and last four digits of card in payments details
  • see adjustment type of PARB in Adjustment Type filter
  • see details tool tips when user hovers over the action code
  • change the status of a dispute at any time. Exception: accepted and recalled statuses disputes cannot be changed
  • accepted disputes will no longer move to won or lost
  • view record type/dispute type on datagrid and details card: inquiry, chargeback or chargeback 2
  • submit documents when Dispute is updated from Inquiry to chargeback, or from chargeback to chargeback 2
  • submit for review (action) when Dispute is updated from Inquiry to chargeback, or from chargeback to chargeback 2.
  • submit disputes type inquiry for approval
  • see flag for when a dispute Record Type changes
  • hover over icon display tool tip to get more details about the dispute Record Type changes
  • see status updated to expired when status is Documents Needed, type inquiry, and has not been updated within 31 days
  • view the history of a dispute
  • New Data grid Filters and filter options:
    • New filter funding mode.
    • New filter Record type
    • New status Fulfilled on the dispute status filter
    • New filter option VCR (Visa Claims Resolution) for action codes filter
    • Less filter options for the action code filter: DRFT, RTVL

Rate Plans

  • new UI: new display

Merchant Applications

  • see what date a document was uploaded.

Funding

  • filter by chargeback reversals in the funding log

 

Schedule

  • create a schedule, create customer when creating a schedule.
  • create a schedule, select customer and add a new payment method when creating a schedule.
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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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Dex -1.36

Transactions

  • Filter by the full bank account number in transactions: Account Number
  • Filter by Order Id and Customer ID.

Locations

  • View a locations pricing and billing settings
  • See if a location is on a funding hold: banner
  • View a locations controller/owner(s) information.

Online APP

  • Have changes when ownership structure selected is gov or public: default No-PG MSA selected
  • See compliance changes to Application: Controller updated to Account Controller, and new account controller verification
  • Canadian TRN and address are supported in Application

 

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