Category: Dex

Dex Release: Improvements to Reporting, Receipts, and Notifications

Posted on

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:

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.

DEX UPDATES: NSF RECOVERY REPORTING – ENHANCED VISIBILITY FOR MERCHANTS

Posted on

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.

Dex Release: Enhancements to Transactions, Reporting, Receipts, and Notifications

Posted on

New Feature / Improvements:

This release introduces functional and user interface improvements in transaction reversals, reporting, bulk customer import, receipt printing, and payment notifications.

FEATURE OVERVIEW:

Enhance Reverse Transaction

  • Improved interface with clearer warnings for credit vs. debit reverse transactions.
  • For merchants using the Service Fee model:
    • Service fee can be reversed independently of the transaction amount.
    • A confirmation dialog appears when reversing with a service fee to reduce errors.

Reporting Enhancements

Merchant-defined fields (xData 5–9) are now included in:

  • Dex Auto Daily Report
  • Export Transaction Report from Dex (displayed as Data Label 5–9, by default).

Receipt & Printing Improvements

  • One-page printing (CTRL+P): All transaction details and line items now print on a single page while using the browser.
  • Consistent formatting:
    • Correct account types (Savings vs. Checking) are displayed in eCheck receipts.
    • Updated capitalization for readability in receipts (for example, “eCheck sale” instead of “ECHECK SALE”).
    • Receipts now display the correct time zone.

Mass Import Customer

  • Dex now supports importing customers and payment methods in bulk.
  • Only merchant administrators and Forte employees can perform this action.

Payment Notifications

  • Force eCheck transactions are now fully included in payment status notifications.
  • Upcoming schedule notifications now include the Schedule Created event details in the email notifications.

Refined Refund Handling in Dex for Better Security

Posted on

We are excited to announce improvements to the refund and reverse process in Dex, designed to enhance your experience and add an extra layer of security.

NEW FEATURE / IMPROVEMENTS: 

Editable Service Fee for Reversals/Reverses:

Service Fees are fees paid to Forte to process the transaction and cover the associated costs. You can now have the flexibility to not reverse the service fee when processing a refund. This gives you more control over how adjustments are handled.

This update is part of our ongoing commitment to making Dex more intuitive, reliable, and secure for all users.

Enhanced Admin Privileges and Credential Management

Posted on

Product: Dex

Version: 1.82

Feature Overview:

  • Multi Factor Authentication – enhancements
  • Transmitter credentials

New Feature / Improvements:

Admins can change phone numbers in Dex profile for their org users

Going forward Admins of Merchant, Enterprise, or Partner organizations can edit phone numbers for other Dex users within their organization, so your staff is able to get quick and easy access to Dex.

  • Navigate to the Users module, select the user for whom phone number needs to be edited, and follow the steps to update their phone number.
  • As always, security of our merchant and partner account is a top priority for us. Admins will be requested to validate themselves, before they can edit the phone number for another user.

 

Merchant and Partners’ admins can access Transmitter Credentials

Users with relevant permissions in the Partner and Merchant organizations can now access Transmitter credentials in Dex.

  • Go to the Location module in Dex and select the desired location.
  • Navigate to the Credentials tab to access Transmitter credentials.
  • If needed, users can also regenerate new credentials directly from the platform.

BILLPAY PORTAL IS INTRODUCING MULTI-FACTOR AUTHENTICATION AND ENHANCING ITS PASSWORD POLICY

Posted on

BillPay Portal is introducing Multi-Factor Authentication (MFA) and enhancing the password policy to better protect your users’ information and keep the platform up to date with security standards.

NEW FEATURE / IMPROVEMENTS: 

New Feature: Multi-Factor Authentication (MFA) 

From now on your payers will be prompted to enroll in MFA. They can enroll their phone number to verify their identity before accessing or creating a Portal account.

MFA is optional, and your customers can skip MFA enrollment or deactivate the option whenever they want from Portal settings.

Improvement: Password Rules

CSG Forte is enhancing BillPay Portal’s password rules, allowing your Portal to remain PCI-compliant. Changes involved:

  • Password length – Passwords length is updated from 8 to 14 characters
  • Users will be prompted to change their password every 60 days
  • Last 5 Passwords will not be allowed to be repeated as a new password

Improvement: Others – Text-to-Pay option on BillPay Portal Homepage

If you’ve signed up for Text to Pay, your users will see an option on the BillPay Portal homepage to subscribe and receive payment reminders you’ve set up on Dex.

Upgraded Transaction Tools in Dex: Daily Summaries, New Fields, and Smarter Notifications

Posted on

New Feature / Improvements:

  • Daily Summary in Export Transactions:

    The export transaction feature has been upgraded to include daily summary of transactions, making it easier to reconcile received transactions daily.

    Key Features:

    · Daily and Overall Summaries: Add both daily and overall summaries for a defined timeframe, covering one or multiple locations.

    · Printable Format: Enjoy a more readable, printable summary transaction format, complete with headers and footers for improved clarity.

    · Transaction Details: Access comprehensive transaction details alongside the summary, allowing for easy review and troubleshooting of any discrepancies.

Click to see it in action: Videotutorial Export Transactions in Dex

 

  • Add Transaction: New ‘Customer ID’ Field:

    We’ve enhanced the transaction workflow in Dex by adding a new custom field, ‘Customer ID’. Now, you can enter your internal customer ID when creating a new transaction to identify and track customers with every transaction easily.

  • Custom Payment Status Notifications: 3 New Fields

    You can now include the Service Fee, Principal Amount, and Account Code (used with Procurement card) fields in your custom payment status notifications, providing more detailed information with each update.

  • Schedule Details: transaction status in the schedule items

    The transaction status is now added to the schedule details, now you can easily identify the status of each schedule item in the schedule details page.

Multi Factor Authentication mandatory for new dex users

Posted on

New Feature / Improvements:

Multi-Factor Authentication (MFA) Requirement for New Users

To enhance the security of our merchant accounts, we are introducing a Multi-Factor Authentication (MFA) requirement for all new users registering on Dex. Starting November 5, 2024, new users will need to provide a phone number during registration to receive a verification code, in addition to creating a password.

Here’s how it works: During the registration process, users enter a phone number that will be linked to their profile. For every login, they will receive a verification code via SMS or voice call (based on their preference) to confirm their identity. Users can also choose to save their verification for 24 hours, allowing them to skip this extra step temporarily for easier access.

This improvement adds an extra layer of security, ensuring that only authorized users can access their accounts.

PARTNER DASHBOARD IN DEX

Posted on

PARTNER SERVICES – DEX

New Feature / Improvements:

Partner Dashboard

We are excited to announce an all-new enhanced Dashboard in dex for our Partners. The new Dashboard in dex provides a comprehensive view of your portfolio, is secure, and easy to use.  New Partner dashboard in dex provides analytics and insights on:

  • Merchant applications
  • New Locations that are processing,
  • Transactions volumes and Counts
  • Top high-volume merchants
  • Commissions – Past history up to a year, Last commission Paid, an estimate of upcoming commission payments and amount accrued for the current period.
    Users can choose to work with a single portfolio or select one or more portfolios, to see the performance. Users can change the timeframe for individual charts. Data seen in the widget in Dex can also be downloaded into excel for further analysis. Sensitive data like Commission information is restricted to users with appropriate permissions only.

Dashboard Header line and Commission
Get a bird’s eye view of your portfolio Gross Sales and transaction count along with the commission information. Commission numbers and history are restricted and are visible only for users with permission.


Transaction Volume
Easily see your sales performance with a click of button for your desired time period and portfolio mix. New enhanced dashboard further breaks down the volume by Credits and debits to see your sales and credit trends.

Transactions by Count
It’s easy to see which payment type is heavily used by your merchants’ customer.  Get a breakdown of transactions count by ACH or any of the supported card network. Hover over the chart to get additional details like total amount processed, % of transactions and count of transactions through that payment type. Change the period to fit your business needs and export the data for further analysis.

New Locations Processing
Get a list of new Locations / Merchants that started processing this month or quarter, so you can follow up with them on their experience and if they are ready to expand to other services.

Top 10 high Volume Merchants
Now it’s easy to see the top merchants that increased their payment processing volume, so you can take care of the relationship. Merchants are ranked by the % increase in processing volume.

Merchant Applications
Get a quick view of your merchant application status so you can take care of the pending ones to move them along the approval pipeline and activate them quickly.

“Remember this Device” option in dex

Posted on

New Feature / Improvements:

Remember this Device

We are excited to announce a new feature, ‘Remember this device’ during the dex Login. Users who have opt-in to multi-factor authentication now have an option to select ‘Remember this device’ after their initial successful code validation. If the user selects ‘Remember this device’ option, they will not be prompted to verify the code during login for the next 24 hours. If the user logs in to a different device and/or change their location of login or the browser from which they login, they will be prompted to verify the secondary code for security reasons.