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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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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