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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Dex-1.35

Funding :

Users now have the ability to search the Funding data grid by Location ID.

Location:

To make it more convenient for the user now can view Bank Card for each of their Location.The card will call “Bank Accounts”

Customer:

Users have the ability to view the location under the organization when adding a customer.

Dispute:

A new status “Accepted has been introduced”

When a dispute is Accepted by a user the status should be updated to Accepted. This Status Differentiate between Dispute Accepted by Merchants vs Dispute rejected by Vantiv.

Application: 

User will be able to to see if the application was manually or auto-decision from the data grid.

 

 

 

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DEX -1.33

 

  • API Keys:
    • In addition to REST API, dex keys now work for Forte Checkout as well
  • Location: (Existing UI changes) :
    • New Search field has been added. Now you can search by Location Id
    • We have removed the filter for  Location ID and added a new filter called “Services”
    • Brand new columns to Locations Data Grid
  • Customers
    •  Now you can view routing number and bank name Payment method e-Check
  • Transactions
    • We have added new transaction data grid with export and filter capabilities
  • New Schedules tab:
    • You can now Search schedule by “company name”
    • New Filter and Export schedules
    • We have added new schedule data grid:
      • Add new schedule
      • Edit Schedule details
      • Suspend active Schedule
      • Activate suspended  Schedules
      • Permanently Delete Schedule

 

 

 

 

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Dex -1.32

 

The dex Convair release is now live, here’s what you can now do:

 Schedules:

  • Export schedules from data grid – CSV format
  • view schedule and schedule items details 
  • filter schedule items by status

 

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Dex -1.31

Locations:

We’ve made keeping track of all your processing endpoints easier by enabling users to export up to 10,000 location records from the Locations data grid.

Schedule:

Need a quick way to keep track of recurring transactions? Our new Schedules data grid lets you view, search, and filter your customer’s schedules, so you’ll always know when a recurring transaction occurs. To help you find specific schedules, we’ve added:

  • Search functionality that enables you to search for schedules by Customer Name, Customer ID, or Customer Token.
  • Filtering options where you can narrow the displayed Schedules data grid by Date Created, Status, Location ID, Method, Frequency, and Schedule Type

Disputes:

To make disputes easier to process, we’ve made the following enhancements to the Disputes data grid:

  • Our new dispute status, Expired, denotes dispute records that have remained in “Draft” status for 31 or more consecutive days.
  • The expanded view now includes when a disputed record was last updated.
  • We’ve also added the last updated date to exported dispute records.
  • We’ve made it easier for you and your users to create and reply to dispute comments without needed Dispute – Update permissions.

Merchant Application:

  • Partner users with the appropriate permissions can now directly navigate to their merchant’s organization record from the Merchant Application detail page

 

 

 

 

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Dex -1.30

Our newest DEX release makes viewing and updating your data easy and simple.

Organization
  • We’ve improved the UI/UX of the Organization Details screen, making it easier for you to update your organization’s legal information, localization settings, and contact details.
Location             
  • Searching for a specific location is now more efficient because we’ve added the Status, State, and Postal Code filters.
  • Once you found that location, you’ll be able to see more details about it, because we’ve added the following data cards to the Location Details screen:
    • General card – With the appropriate permissions, you can see the general details about your merchant location, including name, address, phone number, time zone settings, and parent organization setup.
    • E-check Services card – This card gives you a glimpse into your ACH/EFT processing setup, including hold days, supported entry class codes, cut-off times, and any Forte services (like Forte Verify) to which your merchant location is currently subscribed.
    • Card Services card – This card provides details on your credit card processing setup, including the credit cards you’re currently accepted, the processing platform, the cut-off times, and any Forte services (like Account Updater) to which your merchant location is currently subscribed.
Dispute (Chargeback and Retrievals)

Need to find and process a dispute in a hurry? We’ve got you covered with the following features:

  • We’ve upgraded the user experience for uploading supporting documents for a dispute
  • We’ve enhanced the Disputes data grid by adding the Adjustment Type column and enabling users to export the dispute Reason description
  • We’ve improved searching the Disputes data grid by adding the following filters:
    • The Adjusted filter now includes the “No Adjustment” option
    • The Adjustment Type and Action Code filters are now multi-select

 

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DEX 1.29

We’re excited to tell you about our November release for Dex!  Let’s take a look at the new features and improvements!

Search

Our search engine is more powerful than ever, you can now search by:

  • Location DBA name and ID
  • Funding DDA and Fed ID
  • Primary Contact Name, Email, and Phone Number
  • Parent ISO ID

Customers

We’ve made maintaining customer data easy by enabling you to add echeck or credit card payment methods for any type of Merchant.

Users

We are now giving you more control over user settings with the following enhancements:

  • New out-of-the-box roles
  • User roles defined per Organization type
  • A new permission card on the User Details screen
  • Support for more than one user at the Reseller level

Transactions

We’ve expanded Transaction capabilities with the following enhancements:

  • Support for ad-hoc transactions with an option to save customer data
  • Support for multiple transaction types including sale, refund, authorize, force external authorization, and verify
  • Transaction receipts available upon creation
  • Service Fee amounts automatically populated/calculated to provide a more transparent Total Amount to the customer

Sandbox

We would love for you to continue testing in our sandbox environment. In fact, we’ve made the side menu for Sandbox white to make it easier for you to differentiate between Sandbox and Live environments.

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