| Release Notes
CSG Forte release notes is a detailed account of platform features being rolled out for our merchants and partners to advance their technical and industry advantage
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DEX – LINE ITEMS IN RECEIPTS FOR PAYMENT STATUS NOTIFICATIONS
NEW FEATURE / IMPROVEMENTS: Dex now enables merchants to include line-item details in the PDF receipt attached to payment status notifications. This enhancement provides customers with a breakdown of each item associated with their payment, improving transparency and reducing support inquiries. It also helps merchants streamline reconciliation by aligning receipts more closely with purchase records. […]
DEX RELEASE: FILTER BY SETTLEMENT DATE IN THE TRANSACTION MODULE
NEW FEATURE / IMPROVEMENTS: This release introduces enhancements to the Transaction module in Dex. filter transactions by settlement date, export settlement data, and customize export configurations. These updates help you align transaction data with funded activity and simplify reconciliation. NOTE: This feature is enabled for a targeted set of 80 Org IDs that have processed […]
DEX RELEASE: ENHANCED TRANSACTION FILTERS AND FUNDING GRID UPDATES
NEW FEATURE / IMPROVEMENTS: This release introduces improvements to the Transactions and Funding modules in Dex. These updates enhance filtering capabilities, improve reporting clarity, and provide additional functionality for healthcare merchants. FEATURE OVERVIEW: Timestamp Filter: Added a new timestamp filter in the Transactions module to filter records by both date and time. Method Filter: Relocated […]
Dex Release: Improvements to Reporting, Receipts, and Notifications
New Feature / Improvements: This release introduces enhancements across Dex, Webtools, Notifications, and PayPal integrations, focusing on transaction visibility, reporting accuracy, compliance readiness, and overall system reliability. FEATURE OVERVIEW: Improved Visibility: Authorized partners now have consistent access to merchant invoices, whether uploaded manually or via automated monthly processes. Accurate funding and payouts: Funding and payout […]
DEX UPDATES: NSF RECOVERY REPORTING – ENHANCED VISIBILITY FOR MERCHANTS
New Feature/Improvements: This release introduces a dedicated NSF Recovery Report in the Dex portal, providing users with clearer visibility into NSF (Non-Sufficient Funds) transactions and recovery attempts. Note: This feature is available only to merchants who are enabled for NSF Recovery services. FEATURE OVERVIEW: New NSF Recovery tab in the Reports section Downloadable Excel report […]
Dex Release: Enhancements to Transactions, Reporting, Receipts, and Notifications
New Feature / Improvements: This release introduces functional and user interface improvements in transaction reversals, reporting, bulk customer import, receipt printing, and payment notifications. FEATURE OVERVIEW: Reverse transactions: Clearer interface and service fee reversal options. Reporting enhancements: xData 5–9 fields added to reports. Receipt and Printing improvements: One-page printing and consistent formatting. Mass Customer Import: […]