DEX – LINE ITEMS IN RECEIPTS FOR PAYMENT STATUS NOTIFICATIONS
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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.
NOTE: This feature is intended for BP merchants who have sent between 2 and 10 line items in the past year.
Benefits:
Provides customers with clear, itemized transaction details
Reduces payment-related queries and disputes
Improves reconciliation accuracy for merchants
Enable Line-Items in Receipt Attachments
Go to Dex → Manage → Notifications.
Click Create New.
Select Include transaction receipt as an attachment
Once configured, recipients receive an email notification with a PDF receipt that includes itemized transaction details.
DEX RELEASE: FILTER BY SETTLEMENT DATE IN THE TRANSACTION MODULE
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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 fewer than 100,000 settlement events per month over the past year. The rollout includes merchants who have raised reconciliation-related tickets, participated in usability sessions, or provided feedback on reporting.
Benefits:
View transactions based on settlement date for improved reconciliation
Export settlement data aligned with funding activity
Use export-ready formats for easier analysis in spreadsheets
Save export configurations to reuse for future reports
Filter Transactions by Settlement Date
Use the Settlement date filter to view transactions based on when they are settled instead of when they are received.
When you apply this filter, Dex:
Uses the settlement date from settled events as the reference date
Displays all settlement records within the selected date range
Aligns transaction data with settlement reports and funding statements
Exports the filtered settlement data from the Transactions gri
Feature Overview
Added a Settlement date filter in the Transactions module
Enabled export of data filtered by settlement date
Improved export formatting for the Amount field
In addition, you can export settlement events in CSV or XLSX formats, customize the fields included in the export, and save your export configuration as a template to streamline future downloads.
NOTE:
You can select a continuous date range of up to 15 days
Within that 15‑day window, all settlement records that match your criteria will be included and visible for review and reconciliation.
The date funds appear in your bank account depends on your bank’s processing timelines, cut-off times, and business days
These enhancements help you reconcile transactions more efficiently by aligning Dex data with your settlement and funding records.
DEX RELEASE: ENHANCED TRANSACTION FILTERS AND FUNDING GRID UPDATES
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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 the Method filter to improve visibility and ease of access.
Funding Labels: Updated labeling in the Funding module for clearer reporting.
Straight Thru Processing: Enabled direct 835 file downloads in Dex for eligible Healthcare merchants enrolled in Straight Thru Processing.
Timestamp Filter in the Transaction Module
A new time-based filter is now available within the calendar widget in the Transactions module.
You can:
Filter transactions by both date and time
Set a custom cutoff time
Align results with your local time zone, instead of being limited to Pacific Standard Time (PST)
Benefits:
Enhances reconciliation accuracy by allowing transaction data to reflect precise timing based on your selected cutoff.
Ensures closer alignment with internal reporting processes, reducing discrepancies between system data and business records.
Provides greater control when reviewing transaction activity, enabling more precise and flexible analysis.
Method Filter Now Always Visible
The Method filter has been moved to the main Transactions menu and is now always visible within the transaction grid.
Benefits:
Enables quicker access to filtering controls, allowing you to refine transaction views without searching through menus.
Reduces unnecessary steps when applying filters, helping you locate relevant transactions more efficiently.
Delivers a more intuitive and streamlined user experience, improving overall navigation within the Transactions module.
Funding Grid Label Update
In the Funding module, the label “Received Date” has been updated to “Effective Date.”
This change:
Clarifies when funds are expected to be reflected in your bank account
Improves reconciliation accuracy
Aligns filter terminology with grid results
Enhances reporting consistency
Straight Thru Processing Enahcements for Healthcare Merchants
Healthcare merchants enrolled in Optum’s Straight Thru Processing can now download 835 files directly from Dex.
Additional patient data is available in the transaction grid and details page
Access to 835 file downloads is restricted to eligible roles (Merchant Admins) to maintain security
Benefits:
Minimizes manual processing, eliminating the need for external retrieval steps.
Provides greater transparency into healthcare payment activity.
Streamlines reconciliation and reporting workflows by centralizing payment records and supporting faster, more accurate financial matching.
BILLPAY ENHANCEMENTS: INTRODUCING SCHEDULE PAYMENTS ON GUEST MODE
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NEW FEATURE / IMPROVEMENTS:
This release introduces Schedule Pay for Guest users and enhancements to the checkout experience. These updates provide greater payment flexibility for payers and improved visibility for merchants.
FEATURE OVERVIEW:
Scheduled Payments in Guest Mode: Enables guest users to schedule full-balance payments for a future date without creating an account.
Enhanced Checkout Experience: Introduces a simplified, more intuitive checkout flow with improved navigation and consistent UI.
Benefits: Highlights key advantages for both payors and merchants, including flexibility, visibility, and improved payment success rates.
SCHEDULE PAY FOR GUEST USERS
Flexible Payment Scheduling in Guest Mode
Guest users can now schedule payments for a future date instead of paying immediately, without creating an account.
No account registration is required
Payments can be scheduled on or before the bill due date
Only the full balance is eligible for scheduling
Past-due bills are not eligible for scheduling in Guest mode
This feature supports first-time and occasional payers by offering greater flexibility while helping merchants anticipate upcoming payments.
Enhanced Checkout Experience
The checkout flow has been updated to deliver a faster, clearer, and more consistent payment journey.
Simplified and more intuitive layout
Improved navigation across payment steps
Consistent UI across all payment journeys
Streamlined overall payment process
Benefits
Payor:
Schedule payments for a convenient future date
Complete payments without creating an account
Experience a cleaner, easier checkout flow
Navigate payment steps with improved clarity
Avoid immediate payment pressure while staying within due date
Merchants:
Increase payment flexibility for guest users
Improve likelihood of successful guest payments
Gain visibility into upcoming scheduled payments
Support revenue forecasting with better payment insights
Reduce support inquiries through a simplified checkout experience
Deliver a modern and consistent payment experience that enhances brand perception
We are excited to introduce new features and improvements that make the BillPay portal faster, easier, and more intuitive. These updates streamline the payment process, reduce steps, and improve the overall user experience.
FEATURE OVERVIEW:
Smarter, faster payments: Guest and registered users can now complete payments more quickly with auto-populated billing information.
One-click checkout: If only one bill is found, it is automatically added to the cart, eliminating extra steps.
Guest Pay enhancements: A redesigned search results page provides instant confirmation messages and a clear count of bills in the cart.
Smart Auto-Populate for Checkout
The checkout process now includes an auto-populated feature to help customers pay faster. The system now intelligently pre-fills their billing information.
Guest users: The system automatically fills in name, address, and postal code based on bill details.
Registered users: The system also auto-fills email and phone number from the user’s portal profile.
Intelligent logic: The system manages multiple bills and minor variations (such as capitalization) seamlessly. Users can edit information at any time.
Single-Bill Auto-Add to Cart
When a payer searches for a bill and only one standard bill is found, the system now automatically adds it to the cart. This eliminates extra clicks and speeds up checkout.
Note: This feature applies only to single, standard bills. It does not apply to multiple bills, grouped bills, PDF views, or cases that require specific payment calculations.
Bill Search Results UI Enhancements
The bill search results page has been redesigned for better clarity and efficiency.
Cart bill count: Displays a real-time count of bills in the cart.
Instant confirmation: Provides clear messages when bills are added or removed.
Improved navigation: The Modify Search button is now Search more bills, making it clearer that users can add multiple bills to a single checkout.
Dex Release: Improvements to Reporting, Receipts, and Notifications
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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.
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.
Account Updater Enhancements: Expanded Support for Gateway Merchants
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New Feature/Improvements:
This release expands Account Updater (AU) to support Gateway Merchants.
Previously, Account Updater was available only to Acquired Credit Card Merchants. With this enhancement, Gateway Merchants who process card transactions through other Payment processors can enroll in Account Updater while continuing to work with their existing processor.
Gateway Merchants can now benefit from automated card updates, helping reduce payment failures caused by outdated, expired, or replaced card information.
FEATURE OVERVIEW:
Expanded Merchant Eligibility: Merchants processing payments through any processor on the Global Gateway can now enroll in Account Updater.
Card Network Coverage: Account Updater supports card networks such as, Visa, Mastercard, and Discover across the globe (except India).
Automated Processing: Account Updater run automatically, including weekends and holidays.
BENEFIT TO MERCHANTS:
Broader access to Account Updater services for Gateway Merchants
Fewer payment declines due to outdated card details
No changes required to existing integrations
DEX UPDATES: NSF RECOVERY REPORTING – ENHANCED VISIBILITY FOR MERCHANTS
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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 with detailed NSF transaction insights
Improved data accuracy for representment tracking and reconciliation
NSF Recovery Report
Users can now view all NSF transactions and the latest representment activity in a single, consolidated report.
Benefits to Users
Faster access to accurate NSF reattempt data
Reduced manual investigation and reporting effort
Better visibility into recovery outcomes and operational impact
Key Capabilities:
Track NSF transactions, reattempts, and recovery outcomes
Filter results by:
Date Range, select up to 366 days within a 2-year lookback
Location(s), choose one or multiple merchant locations
Export complete results in an Excel file
Note: The selected date range applies to the original transaction date.
Report Fields Include:
Transaction details (ID, dates, amounts)
Customer and billing information
Bank routing + last 4 of account number
Settlement details and response codes
Representment history:
Number of Times Represented
Last Representment Received Date
Last Representment Settlement Date
Response Code & Description
This enhancement empowers merchants with clearer insights, streamlined reporting, and greater control over NSF recovery operations.
BillPay Enhancements: Introducing Login with OTP and UI Improvements
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New Feature/Improvements:
This release brings significant enhancements to the login experience, including the introduction of One-Time Passcode (OTP) login and several interface improvements aimed at providing a more seamless user experience.
This simplified login option provides a secure, password-free way to access your account.
The OTP is sent to the user’s registered email address, making it a quick and reliable authentication method.
Reset Password Screen Improvements
Buttons have been repositioned for improved user experience.
Instructions have been updated for better clarity, making it easier for users to reset their password without confusion.
“Add More Bills” Button
The new button, located on the cart page, allows guest users to easily return to the Bill Search screen and add additional bills.
This enhancement streamlines navigation and simplifies the bill addition process.
Dex Release: Enhancements to Transactions, Reporting, Receipts, and Notifications
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New Feature / Improvements:
This release introduces functional and user interface improvements in transaction reversals, reporting, bulk customer import, receipt printing, and payment notifications.
