REST V1.22

The following new features have been added to Version 3 of our RESTful web services:

  • Customers:
    • New Filters are now available to search for Customers – GET (Search) request.
    • New fields and objects have been added to the results of Customers’ search – response object.
  • Applications:
    • New field to Store session id from Threat Metrix: “risk_session_id” is now available for partners – both in POST (Create) request and GET (Search) request.
  • Funding (for internal use only):
    • An endpoint for funding is now available- GET (Search) request.
  • Events (for internal use only):
    • New Search options and Filters are now available for events Endpoint – GET (Search) request.
    • All resources for events have been pluralized.


Our newest REST API release makes integration easier and more secure:

  • We’ve added the following parameters:
    • A new response_code parameter to the list of available filters for the transactions object.
    • Additional parameters to the schedules and scheduleitems resources to support service fees for recurring transactions.
    • New average_payable_amount, maximum_payable_amount, and monthly_payable_volume parameters to the applications resource.
    • A new customer_id parameter to the paymethods object
  • A new validation now informs users when they are attempting to use the orderby input with incompatible parameters.

Schedules with service fees now available!

Service fee merchants now have the ability to create Schedules using the following products!!
  • Schedules are viewable in dex but not in VT (more schedule details to be included in the upcoming dex releases)
  • Schedule details available in postbacks (Schedule details will also be available in web hooks following the next REST API release)




New REST API Release 1.24 – Highlights

Merchants using our REST API integration can now take advantage of the following :
  • Passing transaction data is as easy as swiping a credit card with our new card.card_data parameter in the transactions object.
  • Search for all applications or a specific merchant’s application with a GET request to the applications endpoints.
  • All REST requests now support Cross-Origin Resource Sharing (CORS).

Dex Release -1.26

Our June Dex release includes some exciting new features and improvements! Let’s dig in.

Disputes(chargebacks and retrievals)

We’ve made it easier for you to find dispute records with the following features:

  • Search for a dispute using the Customer Name or Dispute Record Number.
  • Filter your list of disputes by the Last 4 Digits of a credit card account number.

Disputes can be a hassle. We’ve streamlined the process by giving you the ability to :

  • Add comments and nested replies to a disputed record.
  • View, upload, and download PDF versions of supporting documents.
  • View a dispute’s event history.


Your customer data is our top priority. To make finding your customer records simple, we’ve added the following features:

  • Search for customers using the Customer Name or Customer Token.
  • Filter your list of customers by Status, Location ID, State, Postal, Phone, Customer ID, or Transaction ID.
  • Customize the number of records in your list of customers using the Items per Page.

Need more info on a customer? That’s not a problem with our improved Customer Details page:

  • View a customer’s payment method details.
  • Define a customer’s default payment method for recurring transactions.
  • Select credit card payment methods to include in an Account Updater run (requires an Account Updater subscription).
  • View the details of a customer’s schedule of recurring transactions.

We’ve also made it simple and efficient to add payment methods and transactions to a customer record. That’s right—you can now charge your customers for services directly from Dex.


Transaction records can be difficult to keep track of. We’ve made it easier with the following enhancements:

  • Filter transactions by Payment Method, Amount Range, or a specific Card Brand.
  • Find a specific transaction using up to eight different filter options in your list of transactions.
  • Export up to 10,000 transaction records to a convenient .csv file.


We’ve enhanced our Applications and Disputes documentation capabilities by enabling users to upload, view, and download PDF versions of their supporting documents.


Need to register a user with an out-of-country phone number? No problem. Dex now supports users from multiple countries by capturing the country code from their mobile phone number during registration.


We’ve made searching for funding records more efficient with the following features:

  • Filter funding records by an amount range in addition to a single amount.
  • Use the new Bank Information column to find funding entries in the list of funding records.
  • Reuse filter settings and values, which Dex now retains when users view the list of funding records.




REST API Release 1.23 – New features Available!!

We’ve made several performance improvements in our new REST release, which will be available to Merchants and Partners!!

  • Applications

    We’ve added features to the applications object to make collecting merchant apps more efficient and secure:

    • Our new input field, maximum_transaction_amount, maps to MAM fields based on selected services: CC Largest Sale Amount, ACH Largest Sale Amount, and ACH Largest Disbursement.
    • We’ve updated our Threat Metrix Implementation and added additional, optional fields to ensure the security and authenticity of a merchant’s application information.
  • Documents

    Our new documents object enables REST users to complete the following tasks:

    • Upload supporting documents/files for merchant applications in supported formats.
    • Retrieve a list of all documents or find specific documents for specific merchants using search filters.
    • Delete documents that are extraneous or were mistakenly uploaded.
  •  Transactions

    We’ve upped our fraud prevention game with the new  customer_ip_address parameter, which captures the customer’s originating IP address when submitting transactions.

  • Funding

    We’ve made improvements to the funding object with the following enhancements:

    • Search and filter funding entries more efficiently with the following new parameters: status, entry_description, bank_information, and origination_date.
    • Search for the related transactions and settlements associated with a funding entry via a GET request to our funding endpoints.

DEX Release -1.25

We’ve been busy at Forte. Our May Dex release includes brand new features and streamlined UI/UX enhancements. Check ‘em out!


Need to know when you received that transaction? We’ve got you covered with a filter for your list of transactions using preset Received Date ranges.

API Credentials

API credentials mean access. To make creating and maintaining API credentials efficient and simple, we’ve added the following features:

  • View a list of all the API credentials that belong to your organization along with their associated groups and roles.
  • Search for specific API credentials using the API Access ID and Name.
  • View the details of a specific user’s API credential set.
  • Create API credentials to access Dex from your own application.
  • Delete API credentials when a user leaves your organization.


  • We’ve made finding a funding record easier by adding a filter of preset Received Date
  • View the updated Status of a funding entry from the list of funding records.
  • View the Response Code of a funding entry from the Funding Details screen.

Disputes (charge back and retrievals)

Need to know up-to-the-minute info about your dispute? Not a problem. We’ve added the following enhancements to simplify disputes:

  • View the Due Date of a dispute from the dispute detail record, no matter what status the dispute is currently in.
  • Know who to contact at Forte if you need help with your dispute when you view the Assigned To field in the dispute detail record.



Cool New Features Added to Version 3 of our RESTful Web Services!


We’ve made searching for customers in REST easier and more efficient with the following enhancements:

  • New filters.
  • New fields and objects to the response object for a customer search.
  • New field to Store session id from Threat Metrix: “risk_session_id” is now available for partners – both in POST (Create) request and GET (Search) request



Dex Release -1.24

March brings warmer weather and a new Dex release with fantastic new features and enhancements to help you keep track of your transaction data and maintain your users. Let’s take a look!

Homepage Dashboard

What’s better than a long list of transactions you have to sort through and filter? Pie charts and line graphs! And that’s just what we’ve added to the Dex Homepage Dashboard:

  • Use the “Sales Performance” line chart to track settled transaction amounts.
  • Use the “Payment Method” pie chart to evaluate what types of payment methods your customers use for a given number of settled transactions.
  • Use the “Transaction Break Down” pie chart to track what types of transactions your organization performs for a given number of settled transactions.
  • Customize the value of the Settled Date filter to see your sales performance, payment methods, and transaction break down for the Last 7 Days, Last 30 Days, Last 90 Days, Last 6 Months, or Last 12 Months.


We’ve made finding your organization’s Dex users easier with the following enhancements:

  • Search for users by Username and Name.
  • Filter the list of users by Date Created, Status, and/or Role.

Funding and Transactions

If pie charts and line graphs aren’t your things, we’ve also made searching for funding entries and their related transactions simple and efficient with the following updates:

  • Search for funding and transactions records using customized or preset Received Date.
  • Filter the list of funding records using the Status filter and one or more of the new funding statuses: Completed, Failed, Pending, or Not Applicable.
  • View the most current response code for a funding record on its Funding Details page.
  • Filter transaction records related to a funding entry using Transaction page filters.

API Credentials

If your developers have been itching to access Dex from your own applications via API, you’re in luck! Dex now includes the following features for maintaining API credentials:

  • View detailed information about a set of API credentials, including the roles and groups to which the credentials belong.
  • Edit the name of a set of API credentials to make them easier to use.
  • Search for API credentials using the Name or API Access ID