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 reconciliation data is now more reliable.
• Reliable notifications: Notification emails are more consistent and fully support multiple recipients.
• Stronger validation: Prevents invalid merchant configurations.
• Expanded PayPal Support: Improvements include reporting, reversals, and merchant updates.

Invoice Visibility and Document Access

Merchant invoices, whether uploaded manually or through automated monthly processes, are now fully accessible to all authorized partners.

• Partners no longer need to adjust privacy settings repeatedly to view invoices.
• Invoices can be viewed directly within Dex or downloaded as needed.

This update improves operational efficiency, reduces administrative overhead, and ensures partners have reliable, consistent access to all invoice documents.

Funding and Reporting Clarity

The Dex Funding grid and exported funding reports have been updated to improve clarity and accuracy:

• Label updates: The field previously labeled “Origination Date” is now “Settlement Date”, providing clearer context for funding transactions.
• Payout reconciliation accuracy: Discount fee values now match consistently between the Dex interface and reconciliation downloads, resolving previous reporting discrepancies.
• Enhanced visibility: Funding details are easier to interpret, allowing partners to track and reconcile transactions with confidence.

Notifications and Email Reliability

The notification system has been enhanced for consistent delivery and improved reliability:

• Notification emails are sent through a standardized email service.
• Multiple recipients (To, CC, BCC) separated by semicolons are now fully supported in notification templates.

Receipt Messaging and Compliance

Receipt footer messages are now centrally managed and update automatically:

• Messages adjust dynamically based on transaction type and merchant state.
• Changes are immediately reflected in Dex → Transactions → Transaction Details → Receipt.

This ensures all receipts display accurate, state-specific compliance language without requiring system changes.

Expanded PayPal Reporting

Enhancements improve visibility and operational flexibility for PayPal transactions:

• PayPal is now selectable as a payment method in the Active File Delivery (AFD) report.
• Selecting “ALL” payment methods now includes PayPal alongside other processors.
• Eligible PayPal authorization transactions can now be reversed once settled and complete.