Category: Bugs

Transactions, Notifications, and Schedules Improvements in Dex

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MERCHANT SERVICES

New Feature / Improvements:

*NEW* View by Upcoming Schedules

*NEW* Additional Fields in Adding Schedules

*NEW* Summary in Transaction Download

*NEW* Wallet Payments in Dex

Enhancements

Updates to Payment Status Notifications

New fields in

Transaction Receipts

Maximum allowed templates enhancements in Transaction Download

Response type in Transaction Details

Freshdesk Requests

Bugs Fixes

Team:

Dexiles

Product:

Dex   Dexiles R1.71 (06/06/2023)

New Feature / Improvements:

*NEW* View by Upcoming Schedules
Want to see the upcoming schedules? You can easily do it by clicking in the ‘Schedules’ section of Dex.

Select ‘View by upcoming schedule’ in Schedules and select up to 15 days in future.

*NEW* New Fields in Schedules Download

You can now download the upcoming schedules data or the upcoming payments data by clicking in the Download arrow in the ‘Schedules’ section of Dex.

The fields on the download depend on the type of download you select, there are new fields included in the download to improve the track and reporting:

Fields in Schedules:

Date Created, Company Name, First Name, Last Name, Customer Token, Status, Method, Account Type, Frequency, Schedule Type, Location Id, Location Name, Next Transaction, Next Transaction Amount, Schedule Id, Consumer ID, Consumer Order ID, Wallet ID, Card Expiration Date, Quantity, Last Transaction, Last Transaction Amount

Fields in Upcoming schedules payment:

Date Created, Company Name, First Name, Last Name, Customer Token, Status, Method, Account Type, Frequency, Schedule Type, Location Id, Location Name, Next Transaction, Next Transaction Amount, Schedule Id, Consumer ID, Consumer Order ID, Wallet ID, Card Expiration Date, Debit or Credit, Entered By

*NEW* Additional Fields in Adding Schedules
You can now add custom info in Order ID and Wallet ID to scheduled transactions. This will be visible in the future transaction download for easy reporting and tracking.

*NEW* Summary in Transaction Download
Want to quickly grasp the transaction data? Include summary info along with the detailed transaction when you download transaction data from Dex. The summary tab summarizes the data in the file in an easy to read format and eliminates the user having to manually summarize the data in the file.

Simply select ‘Include Summary’ when you download the transaction data. This is available only in .xlsx format.

 

*NEW* Wallet Payments in Dex

Dex now supports Wallet Payments. Users can easily find a payment made with using the A new filter, ‘Wallets’ in the Transaction Datagrid. has been added to “More Filters” on the transaction datagrid.  This new feature allows users to quickly filter on Apple Pay and Google Pay transactions.

To make it quicker to identify if a transaction was created using a digital wallet, Apple Pay and Google Pay logos have been added to the payment status notifications and to the payment status notification receipts that can be attached to the notifications.

The Google Pay logo has been added to the Dex transactions receipts in support of the Google Pay release.  Merchants enabled for Google Pay will see the logo on receipts from Dex.

Transaction Receipts in Dex and in customer notification will show Google Pay and Apple Pay logo for you and your customer to identify a transaction as a wallet transaction.

Enhancements

Updates to Payment Status Notifications

Trying to create a notification for all Locations? We’ve made it easy to select/unselect all locations with a single click.

Users can now immediately see the logo that they uploaded to be included in the notification.

New fields in Transactions Receipts

New informative fields have been added to receipts to make finding bill to and ship to email addresses and phone numbers easier.  The Bill to email address, Bill to phone number, Ship to email address and Ship to phone number have been added to the Receipt tab and the Detailed print receipt in Dex.

Maximum allowed templates enhancements in Transaction Download

Updates to the transaction datagrid download feature make for a better user experience when saving templates and downloading data.  Download messaging improvements warn the user when the maximum allowable number of templates have been saved so that the user is aware that if they wish to save another template, they must delete one of the existing templates.

Response type in Transaction Details

Response Type has been added to the Bank Account Owner Verification – Authenticate Transaction Detail screen.  The response type will display the match response.

Freshdesk Requests

Void and Declines Transactions removed from the total in the Autodaily report.

The received items summary tab in the Autodaily reports included the void and decline totals in the Received Items-All Methods and CC Methods Tallies columns and were included in the sub-totals and grand totals making it difficult for the merchant to balance to the report.  To resolve this issue, the decline and void totals have been removed from these columns in the reports.

FD920782

Editing the wording “+ Charges may apply” in the custom payment status notification.

At the request of merchants, the wording “+ Charges may apply” has been added to the Schedule Created notification template.  This wording can be removed from the template when creating or editing the template.  Templates created prior to releasing this improvement will not contain the new wording.[CK3] [EM4]

FD814603

Reminder Email for disputes in status “Documents Needed.”

Merchants reported that they were missing the step to set the dispute to Submit for Review after submitting dispute documents, causing the merchant to lose disputes. A disputes reminder has been created to remind the merchant of the dispute process if it remains in a Documents Needed status for 5 days and again at 9 days.

FD730650

Permissions for displaying the performance dashboard in the Home Page

Many merchants have expressed concern over their employees having access to the performance charts on the organization home page in dex.  A new permission (Dashboard|View Dashboard) has been created to control a users ability to view the organization homepage charts.  All users currently have the permission to view the performance charts on their organizations homepage. Merchants that want to remove access to the performance charts should create a Freshdesk ticket to request a custom role.

FD823084

Bug Fixes

Standard Notifications Updates

When a user status is changed from suspended to deleted, Dex was not removing the user id from the standard notifications distribution list.  The user continued to receive the notifications even though their user id status had been set to deleted.  Dex will now remove the username from the notifications list when a user id status is set to “Deleted” so that email notifications will no longer be sent to the deleted users email address.

Payment Status Notifications

Users are now able to click the cross on the drag and drop fields to remove the field from the notifications thus eliminating the need to drag it out of the notification.

Eliminated the break when manually adding email addresses to custom notifications.

Active File Delivery

Using the up and down arrows to move the order of the fields during the AFD report set-up no longer results in the previous field being copied.

Reverse Amount

The issue with the reverse transaction modal not saving the correct reversal amount has been addressed with this release.  The reversal amount is being saved correctly.

FD813544

PARTNER SERVICES

*NEW* Application Status notifications

Enhancements

Bugfixes

Team:

Rule Breakers

Product:

Dex  Rule Breakers R1.71 (06/06/2023)

New Feature / Improvements:

*NEW* Application Status Notification Emails

We are excited to announce that Application status notifications are now available for all your merchant applications.

From Submitted to Pending to Enrolled, you and your merchants can get notified instantly as the application rolls through different stages. We’ve even added notification to let you know when one of our Risk Analyst adds a note/comment in your merchant application. And to make it personalized, your logo can be included in the notification.

Enabling the notification lets you and your merchant stay on top of the application approval process and allows you/your merchant to respond quickly for any additional information requested by Forte.

Notifications are available for the following statuses:

Submitted

Approved

Declined

Enrolled

Pending

Recalled, and

Rejected.

Just reach out to your Account Manager to turn ON application notifications for your portfolios. Make sure to let your AM know who to send the notification to and to include your logo.

*NEW* Application Status Notification Webhooks

Webhooks are now available to receive notification on the different application statuses.

Configuring a webhook to receive notifications will allow your Web/mobile Applications to instantly notify your merchants on the status of the merchant application.

Login to your dex account and go to Developers/Webhooks to add new Webhook for application notification.

Enhancements

Search a Portfolio by Name

We’ve made it easier to find your portfolio by name in the organization details screen.  Simply search by name in the Organizational detail screen/Portfolios Tab and pick and choose the one that matches to see your Buy Rates, Rate Plans, Sales rep and more. This was requested via FD744779

Bugs

  • Users who previously were not able to submit applications with the word “box” in the street name are now able to submit the application.
  • Users applying numerous filters to a datagrid was causing the datagrid to crash with no explanation to the user as to why, leading to an unacceptable user experience.  When the filters applied to the MSA, Rate Plans or Payfac datagrids reach the maximum limit of 2048 characters, a new warning message will advise the user to reduce the number of filters applied to the datagrid.

Dex 1.61 Release Notes

Posted on
Release Date: Jan. 26, 2022

 

New Features/Improvements

 

Merchant Billed Monthly Invoices

  • Merchant Billed Monthly Invoices are available at the Location level of the Documents tab.
    • Path: Location>Location Detail>Documents tab
  • Only merchant admins and CSG Forte can view the documents.
  • Users with permissions can view/download the document file.
  • Documents tab includes the last 12 months of invoices.

Dex Merchant Approval Invites

  • An email is automatically sent to invitees who receive a Merchant Approval invite and have not registered/accepted the invite prior to the expiration date.
    • Invitation expires eight days from the date the reminder is sent.
    • Only one reminder is sent.
  • Reminder invite: Thank you for choosing CSG Forte. This is a friendly reminder that your payment account with Forte is ready for processing. Activate and log into Dex, your merchant portal platform, to manage your payment operations.

Attachment Updates

  • Updates to Application/Organization Detail
    • Renamed the Attachments tab to Documents.
    • These changes are only at the Location level.
    • Renamed “Attachment” references to “Documents” throughout the documents card.
      • “Upload Attachments” reference has been changed to “Upload Documents”.
      • “Change Attachment” reference has been changed to “Delete Attachments”.
      • “Delete Attachment” has been changed to “Delete Document”.
      • If no document has been uploaded within the Attachments tab the icon/attachment has been changed from “No Attachment” to “No Documents”.

Receipt Updates

  • Credit Card and eCheck Receipt Updates
    • A status for Transactions has been added under the amount to Credit Card Debit/Sale, Credit Card Authorize, Credit Card External Authorization, eCheck Sale/Debit, eCheck Authorize and eCheck Force receipts.
      • A status of Approved, Declined, or Voided for the Credit Card Transaction has been added to display on Detailed Receipts when printed in Dex.
    • Transactions with an unsuccessful response (Declined, Failed, Rejected, Voided or Unfunded) will now suppress the message “Thank you for your approved payment to “Merchant Name” in Dex.

Card Services Updates

  • Card Services updated to be automatically set to “Both” when the user manually activates Card Services @ Locations>Location Detail>Products and Services>Card Services.

Bugs Addressed

  • An improvement has been added to correct transaction amounts when performing a transaction or schedule in Dex. Prior to the improvement, if a user entered an amount of 10.00, the total amount would show 100.00. A new masking module has been added to correct the add transaction, add schedule, and edit modal.
  • A rounding issue was corrected to transaction amounts after masking module addressed.
  • MA template was corrected to include a missing Accept Invite link.
  • For a Deleted Location, the Migrate option has been removed if a parent org id exists.
  • Disabled the Transaction button until Total Amount of the credit card transaction has been calculated.

Known Issues

N/A

 

Dex 1.60 Release Notes

Posted on
Release Date: Nov. 17, 2021

 

New Features/Improvements for Merchants

 

Transactions Datagrid

  • Added a column for the latest settlement date for a transaction in the transaction download file.
  • Enabled the ability to print the Detailed Print Receipt from the Transaction Datagrid.
    • Users can click on the ellipsis on the right side of the Transaction Datagrid and select Print Detailed Receipt.

New Features/Improvements for Partners

 

Merchant Application Datagrid

  • Updated Partner Name filter to Portfolio Name.
  • Enabled the ability to search by Portfolio ID to more filter selections.
  • Replaced Partner ID with Portfolio ID and DBA Name in the application datagrid
  • Added Partner ID to datagrid export.

 Updates to Removing the SalesRep Role from a User

  • If the Sales Rep role is removed from a user or a user with a sales rep role has a status of suspended:
    • User is removed from the portfolios they are attached to.
    • Username/information is not available when Add New sales rep is selected in Portfolio>Sales Rep
    • Username/information is not available in the list of sales reps for the portfolio on the Sales Rep
    • User ID is not removed as a sales rep from existing rate plans or applications that have been created.
  • If a user’s status is set to “deleted”, their name/information is not available in the list of sales reps in the Portfolio>Sales Rep

Dex Invites

  • Updated the Merchant Approval invite template.
    • New graphics
    • Updated messaging

Application Updates

  • Enabled the ability to select Gateway and Forte Verify or Gateway, eCheck, and Forte Verify on an application.
  • Enabled the ability to enroll an application with Gateway and Forte Verify or Gateway, eCheck, and Forte.
  • Created new approval letter for Gateway and Forte Verify.
  • Created new approval letter for Gateway, eCheck, and Forte Verify.
  • Added Portfolio Name to the Application Detail

Risk Tab Added to Location Details

  • Added a Risk tab on the Location Details
    • Allows the ability to flag a merchant as high risk.
    • Users with the Base_Credit role can enable and disable the high-risk flag.
    • Users with Base_Forte can view the Risk

Rate Plan Updates

  • Enabled the ability to select Gateway and Verification Services when creating a rate plan.
  • Enabled the ability to select Gateway, eCheck, and Verification Services when creating a rate plan.

Technical Updates

  • Updated Dex Freshdesk configurations so that they reside in one place.
  • Improvement to add audit info when user does any updates on the location.

Bugs Addressed

  • Fixed the funding Reference ID search – all the Reference ID was not displaying in search grid
  • Unable to print a standard receipt for eCheck transactions – enabled the ability to print standard receipts for eCheck transactions.
  • Issue with the Funding Datagrid showing two transactions with the same funding ID for different years/merchants – updated the code to pass the Location ID along with the funding ID so that the corresponding details and transaction are pulled. FD #701206
  • eCheck Authorize Void not working with Bulk Void – enabled the ability to execute the bulk void feature for eCheck authorize transactions – FD #665920

Dex 1.56 Release Notes

Posted on
Release Date: March 30, 2021

 

Benefit to Customers

  • Optimizing the Dex Transaction Datagrid improves its the load time and performance, giving the customer an improved experience with faster search results.
  • Auto-subscribing Merchant and Partner Admins to IP Allow List notifications makes Dex more secure and improves the user experience for the Admin.
  • Receipt enhancements provide additional transparency to the consumer and helps merchants with troubleshooting.

 

New Features/Improvements

 

Transaction Datagrid Optimization

To optimize performance and load times, improvements were made to the Transactions Datagrid:

Filters

  • The ability to select the Response Codes filter from More Filters was removed.

Amount Column

  • The card type (Debit/Credit) under the dollar amount was removed and moved to the Transaction Details screen.
  • The currency designation (i.e., USD) was removed from the dollar amount hover tooltip and moved to the Transaction Details screen.

Dispute Indicator

The dispute indicator was removed, but is still visible when viewing transactions related to a specific Funding ID.

Additional Columns

  • The ability to add Dispute ID as a column to the expanded Transactions Datagrid was removed.
  • The ability to add Principal and Service Fee columns at the corporate, partner, and enterprise level was removed.

Other

  • To improve data downloads times, a 500,000-record limit was implemented on the number of records allowed in an export request.
  • To improve the thoroughness of downloaded data files, the Transaction ID and Dispute ID columns were added to the Transaction Datagrid export file. Additionally, the Principal and Service Fee columns were added to all Transaction Datagrid export files at the corporate, partner, and enterprise levels. At the merchant level, the Principal and Service Fee columns are only added if they are displayed on the expanded Transaction Datagrid in Dex.

IP Allow List Notifications

To strengthen Dex security, the IP Allow List Notification subscription process was updated with the following improvements:

  • All IP Allow List notifications for current users with a Merchant Admin, Enterprise Admin, ISO No Support, ISV No Support, or ISV Support role are automatically enabled. Subscribing to IP Allow List notifications for these roles is only for the home organization and not the organization’s/enterprise’s hierarchy.
  • Dex automatically enables IP Allow List Notifications when a new user accepts a Dex invitation for a Merchant Admin, Enterprise Admin, ISO No Support, ISV No Support, or ISV Support role or when one of these roles is added to a user’s profile.
  • Dex will disable IP Allow List Notifications when a user is deleted from a Merchant Admin, Enterprise Admin, ISO No Support, ISV No Support, or ISV Support role or when one of these roles are removed from the user’s profile.

Partner Profile Implementation

Users with the proper permissions can now view all the Sales Representatives attached to a specific Portfolio.

Dex Receipt Enhancements

  • Location ID and Auth Code now display in the receipt preview within the Transaction Details screen.
  • If a transaction does not include a service fee, the Service Fee field will be hidden on all corresponding receipts.

Freshdesk Requests

  • Merchants reported receiving errors on the Add Transactions Modal when they did not enter the account holder’s name. To remedy this problem the Account Holder Name field is now mandatory on the Add Transaction Modal.
  • Users reported issues with opening transaction receipts. A fix was released to correct the print dialogue issues caused by a recent Google chrome update. This affected Transaction receipts, the MSA Details screen, and the MSA list.
  • Dex fix fix was released to capture the User ID when deleting a webhook.
  • The transaction detail receipt view now displays xdata fields 01-09 (FD-578691).
  • The Merchant Application in Dex had misspelled Vendor. This ticket updated the spelling and changed the term “Website” to “Business Website” (FD-603249).

Bugs Addressed

To improve the Attachments modal, a fix was released to warn the user that the selected file type was invalid. It also disabled the upload button until the invalid file type was removed from the modal.

Dex 1.59 Release Notes

Posted on
RELEASE DATE: OCT. 19, 2021

 

New Features/Improvements

 

Partner Profile Implementation

  • There is a new flow for creating a Rate Plan.
    • First, the user selects the Partner, then the user selects the Sales Rep, then the user will select the Portfolio, and then the general information will be input.
  • Portfolios will now display two new statuses based on their status in Webtools: Retired and Deleted.
  • Partner History will now show all Create, Update, and Delete actions that have been performed for that Partner.

Rate Plan Updates

  • New Rate Plan fee code. Rate Plans will now have the fee code NONCOM, Forte Non-Compliance Fee, in the Other section.
  • Pass-thru rates were made mandatory for rate plans with card services when the pricing model selected is Interchange Plus, 3 Tier or 4 Tier.
    • Visa/Mastercard/Discover Interchange “pass thru” is mandatory for Interchange Plus pricing models.
    • Visa/Mastercard/Discover Dues and Assessments “pass thru” is mandatory for Interchange Plus, 4 Tier and 3Tier pricing models.

Rebranding from Forte to CSG Forte

  • Replaced the Forte logo with the CSG Forte logo throughout Dex
  • Replaced existing copyright with updated CSG Forte copyright
  • References to Forte were updated to CSG Forts
  • Removed the link to VT Training on Approval Letter templates due to flash videos no longer being supported on most browsers
  • Updated links in Dex affected by the Forte website rebranding

Attachments

  • Increased the size limit for attachments to 25mb on the Application Detail, Location Detail, and Organization Detail attachments tabs.

Verification Services – Validate

  • Verify Settings
    • Added “Young Accounts” as a verify setting for Validate.
    • Users with Location Read permissions will be able to view the Validate settings.
    • Users with Location|ForteVerify Update permissions will be able to update the Validate settings.

Chase Merchant Services Integration

  • Chase Merchant Services is a new gateway-only integration that has been added to our CC processor list.
  • Transaction Division is a required field.

Location Level Debit Card /Credit Card Enabled Identifier

  • New fields added to Location Detail-Edit Card Services to allow the ability to update the card types (Debit Card/Credit Card) that a location is enabled to accept.
    • Debit Card and Credit Card fields are defaulted to enabled when an application is enrolled for Card Services.
    • Users with Admin, Credit_Enrollment_Supervisor and Credit_Enrollment_1 roles have been granted permissions to update the Debit Card/Credit Card fields.
  • Added identifiers to display if a location is enabled to accept Debit Cards and/or Credit Cards on the Add Transaction UI and the Add Payment Method UI.

Add Payment Method UI

  • Added check to validate if the location is enabled to accept the card network type (Visa/Mastercard/AMEX/Discover/Diners Club/JCB) of the card being entered.

Customers Data Grid

  • Updated search bar on the Customers data grid to search for customer and a location when the customer number is six digits

Bugs Addressed

  • Corrected an issue where existing users invited to a new organization were not visible on the Users data grid.
  • Corrected an AFD issue causing duplicate files to be sent to the customer.
  • Corrected an issue on the transaction details where echeck checking was displayed when an echeck savings was used for creating the transaction.

Dex 1.57 Release Notes

Posted on
Release Date: June 9, 2021

 

New Features/Improvements

 

Transaction Datagrid Updates

  • On the Transaction datagrid, the label for the Verify Results filter field was changed to Bank Account Verification. This will also reflect on the transaction export file.
  • Customer ID was changed from a filter field to a searchable value in the Transactions datagrid search bar.

Freshdesk Requests

  • An issue arose where the Order Details line items were being truncated. A fix was implemented to resolve the truncation issue in the Order Details section of the receipt.

Bugs Addressed

A fix was implemented to resolve an issue with percentage convenience fee calculations during partial reverse transactions.