Dex 1.55

  • Transaction:
  • In this release, we have added principal and service fee as optional columns on t transaction data grid. This has also been Included in the export when it is added to the transaction data grid.
    • New Language for Money Transmitter License.
    • For receipts belonging to eCheck Credit transactions only, we have added new wording on the Dex transaction detail receipt preview screen. Please note, change for the receipt preview in Dex, no receipts will contain this language
  • Organization:
    • Name/terminology change from ‘ISO ID’ to ‘Portfolio ID’
    • Brand new Portfolios tab is now under Organization Details
    • The Portfolios tab has all the Portfolios (formerly known as ISO IDs) that are associated with a Partner Organization. These Portfolios have Buy Rates, Rate Plans, and Bank Account information associated with them.
  • Wording Change:
    • We have changed the Partner indicator from R to P and have replaced instances of Reseller with the term Partner
  • Comment Tab Enhancement:
    • Right now, we are noticing that it is easy to miss the type of comment and information is being shared that should not be. To limit this confusion, we are introducing color coded privacy settings that are set for each comment on the comments tab.
  • Verification and Password Updated Successfully Message:
    • Previous verification code email only contained a verification code which made it confusing and unclear to the user. So, we have redesigned the verification email, updated layouts and language.
    • We have also created a new email sent to the user when the password has been successfully changed.
  • IP white list updates:
    • To make, IP Allow list notifications to be more informative so that user does not discard them, we have updated the layout and included a footer on the email with Forte logo and customer support info. We have made this update to the below notifications.
      • IP Allow list switch account message
      • IP Allow List Toaster Message when Accepting an Invitation.
      • IP Allow List Notification
      • IP Allow List Enabled Notification
      • IP Allow List Disabled Notification
      • IP Allow List Deleted Notification
      • Unauthorized Access Notification
      • IP Allow List Disabled Notification
  • Added Specific chargeback Code to Credit Merchant:
    • We have made some changes in Chargeback code. Previously when code CHGM CHBK 42 9 came in we debited the merchant, Going forward we will credit the merchant.




  • Users can now see Credit and Debit Limits associated with ACH/eChecks for a Location in the ‘Products and Services’ section.
  • ACH Cut off time will show the actual time instead of “Default”

Location Bank Account:

  • We revamped our Bank Accounts so it easy to find the bank accounts and the activity it is used for.
  • We have added friendly description, so you know what kind of transactions goes into which account.

Organization Bank Accounts:

  • Bank accounts are now available in the Organizations module as well!! You can see all the Bank accounts associated with all of your locations.
  • Dive into the details of each bank account to learn which locations use it and for what.


  • To make it more simplified for users, “Unfunded” transactions will have the new status “Unfunded” in the Transactions DataGrid. Previously it showed as “Rejected”.
  • We have added “Entered by” field to the transactions Detail and the export to have more visibility in Transaction detail.

Update to Calendars:

We have updated calendars to allow the user to manually enter the date range.


When a Dispute with the status inquiry becomes expired, we have changed the status of the dispute to Expired instead of Won to make it simpler.


Updated the Status filter so that when the filter is cleared all users will appear in the data grid .


We have added Webhooks for Schedule.Update and Schedule.Delete. Any status update in schedules should trigger the webhook.



Transaction :

  • The Verify Results and Verify Advice will now display in the transaction details for all Forte Verify Transactions.
  • Dex will now allow a transaction to be placed with a card that begins with 20, 50, or 59.
  • Enabled Additional Resubmit Transaction Types .
  • Enabled Additional “Add Transactions from Existing Transactions” Functionality .
  • All response codes have been added to the Response Code filter on the Transactions data grid.

Location :

  • Attachments Tab Has Been Added to Location Details Screen.
  • When a Merchant Application is enrolled, the Merchant Application, corresponding Rate Plan, and corresponding Merchant Service Agreement are automatically uploaded as a pdf to the newly created location visible to merchant admin and forte employees only.


  • Search by Customer ID has been moved from “More Filters > Customer ID” to the Search bar above the filters .
  • User can search with a partial Customer name or Customer ID by using the % .

Dispute :

  • Allow user to delete document they uploaded if Disputes Status is Documents Needed .


Dex- 1.52


1.Dex user now can add a similar transaction from an existing transaction from the transactions data grid or from the transaction details screen.

2. We have added Resubmit Transaction functionality in Dex.

3. User now can view all the Response codes on the Dex transactions DataGrid.

4. The Settlement Response Code that appears on the Transaction Details page will now appear when transactions are exported.

5.User now can view Verify Results and Verify Advice in the Details screen for all Forte Verify transactions (Debit/Sale, Refund/Disbursement, Authorize, Force).

6.We have updated the legal language on Transaction receipts.

7. Users can perform the Void as a Bulk Transaction for all transactions in a status of Ready or Authorized (Review is an available status for users that have been granted the Review Void permission).

8. User with permission now can reverse transaction and this can be initiated from Transactions data grid.


1.Ability to search by customer id from the search bar on the customer data grid


1.We have added a new attachments tab in Locations details

2. The day to run setting in account updater is visible for all users now. This will allow merchants to ensure their day to run is set to the correct day.


1.We have added a link from the Location to the Application.When an application is enrolled with a TIN Mismatch the Merchant Admin will see the status banners when they login.


1.We have changed the Styling for the Verify Code Screen.

2. Updated the look and feel of the Corporate Template Invite


Dex :1.51


  • Transaction status filters has been updated: The Transaction status filter allow users to filter transactions by Successful, In Progress, and Unsuccessful.
  • New receipt options in Dex : From the transaction details page and after a check is created users will be able to select whether they would like to view/print a standard receipt or a detailed receipt.
  • New fields and new receipt format :New standard receipt formatting and new fields Dex standard receipts will have new fields and formatting. The new fields we have added are: Time ,Loc ID,Auth Code and Account Holder’s Name
  • Introducing New Detailed Receipt: User will be able to print detailed receipt along with standard receipt. This will include billing and shipping info for merchant.
  • Item Description: This field has been added for Scheduled Transaction Receipt .All the scheduled transaction receipts will have a new field “ Item Description.

User :

  • User Avatar : If users do not have a gravatar linked to their Dex account, their Avatar will always show as their initials.

Roles and Permission:

  • Dispute Manager Role Update: Product Costs are visible to the Dispute Manager on the Location Detail Billing Tab. Zero cost services are not visible and “Free Quantity” is not displayed for the Dispute Manager role.

Introducing eDynamo for Dex :

The MagTek eDynamo device is a USB card reader that connects to the merchant’s computer to allow the ability to accept EMV chip cards and traditional magnetic stripe credit cards without having to key the card information into Dex.


Dex : 1.49

Dispute Notification:

Merchant User will receive automatic notifications when a dispute status changes.In order to receive they have to manually turn on the dispute notification .

Enterprise user will receive automatic notifications when a dispute status changes when they will manually turn on the dispute notification .

Transaction Enhancements:

Merchant user will be able to add similar transaction from the transaction datagrid .


Dex 1.48


  • We have enabled New Disputes Notifications at the Enterprise level.
  • Enable the Dispute Manager role at the Enterprise level


  • We have added additional privacy when reseller is uploading documentation via rest API or manually.
  • We have added new permission/roles while uploading documentation




Default Dispute Subscription on for All merchants (Dispute Read and Update Permission)

  • Merchant accepts an Invite to Dex automatically subscribe them to the New Dispute notification .
  • For all existing merchant turn their subscription on for the New Dispute notification

Dispute module will have wells as a processor along with Vantiv

Dex Registration:

  • Dex now supports email verification and provide option for mobile phone verification during the registration and forgot  password process.


  • Users to get access to Dex-Sandbox when they are invited to dex-Live.(User accepts a production invite; the invitation should also give users sandbox access )
  • When a user is being invited to dex-Live environment – “Note: By accepting an invitation to Live environment you will also have access to the sandbox as well.
  • When user is deleted from an organization, subscriptions associated with the user for that organization will be removed.

Dex 1.45


  • Ability to Print receipt via transaction detail page


  • Ability to filter the Payfac data grid by status.


  • Ability to get from a merchant organization to the corresponding merchant application.


  • Ability to filter by Credit card bin
  • Ability to sort the grid by the received date.



  • View mock data in following modules:
    • Transactions
    • Funding
    • Users
    • Customers
    • Schedules
  • Ability to Refresh Data
    • This action allows mock data to return to its original state
    • Will remove any ad-hoc entries entered by the user


  • Ability to add a new transaction from a previous transaction.


  • Dex invitation to corporate merchants has been updated with a new template.


  • Users can now view deleted schedules and scheduled items.


  • Users can edit the Phone number and email address of existing customers.