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.