Refined Refund Handling in Dex for Better Security
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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
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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
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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.
Multi Factor Authentication mandatory for new dex users
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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
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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
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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.
REPORT AND TRANSACTIONS ENHANCEMENTS IN DEX
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MERCHANT SERVICES – DEX
New Feature / Improvements: · Payout Reconciliation Detailed Report
· Transactions area improvements
· Payment Status Notifications Enhancement
· Transaction, Funding, Schedules, and Dispute areas in Dex now allow data searching spanning up to 2 years.
New Feature / Improvements:
Payout Reconciliation Detailed Report
We are excited to announce the launch of our new Payout Detailed Reconciliation Report, designed to streamline and enhance merchants’ reconciliation process.
Key Features:
· Multiple Locations: Merchants can now include multiple locations in a single report, making it easier to manage and consolidate data.
· Customizable Formats: Choose the preferred download format for the payout report—XLSX or CSV—based on the merchant’s specific needs.
· Transaction Details: The report now includes comprehensive transaction information, featuring over 30 fields encompassing transaction, funding, customer, and order data. This extensive detail allows merchants to effortlessly match report data with bank statements or other records.
We are pleased to introduce the latest enhancements to our transactions area, designed to improve your experience and efficiency.
Key Enhancements:
Enhanced Order ID Filter: We’ve improved the Order ID filter in the transaction datagrid to enable an exact match, making it easier and faster to find specific transactions.
Receipt – Line Items Enhancement: We identified and fixed an issue where line items were duplicated on Dex’s transaction receipt tab. This problem has now been fully resolved, ensuring an accurate and consistent display of transaction details. Users will no longer see duplicated line items on their transaction receipts, leading to clearer transaction records.
Payment Status Notification Enhancement
The “Schedule Processing Date” is now available in the Upcoming Schedule Notification. This update ensures more accurate and relevant scheduling information in your notifications, enhancing the overall experience.
Transaction, Funding, Schedules, and Dispute updates
Transaction, Funding, Schedules, and Dispute areas in Dex now allow data searching spanning up to 2 years. To enhance performance and loading speed, Dex allows searching for transactions up to 2 years old within these grids. For accessing data beyond this period, please submit a request via the Freshdesk platform.
TRANSACTIONS AND LOCATION DOCUMENTS ENHANCEMENTS IN DEX
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MERCHANT SERVICES
New Feature / Improvements:
• Add Transaction Flow in Dex
• Custom Fields in Transactions in Dex
• Location Documents Improvements in Dex
New Feature / Improvements:
Add Transaction Flow
Experience the enhanced and seamless process of adding transactions through Dex! Our upgraded interface offers a more intuitive and user-friendly sales experience. Simply follow these steps:
• Navigate to Dex.
• Click “Transactions.”
• Select “Add Transaction”
• Fill out the required data.
• Add your transaction.
With these simple steps, you can effortlessly enjoy a more streamlined and user-friendly way to add new payments. Enhance your transaction process today!
We’ve introduced the ability to include up to 8 custom fields when creating transactions in Dex. These fields empower you to incorporate specific business data, facilitating seamless reconciliation, comprehensive reporting, and in-depth analysis.
To customize your transaction fields, follow these steps:
• Navigate to Dex.
• Click on “Locations.”
• Choose “Location Detail.”
• Access “Transaction Settings.”
Now, you’re all set to tailor your transaction fields to suit your business needs. Elevate your data management with personalized insights—explore the possibilities in Dex today!
The Location Documents section has been upgraded with a brand-new categorization system. Now, effortlessly organize, filter, and manage your merchant documents with ease.
To explore this feature, follow these simple steps:
• Navigate to “Locations”
• Click on “Location Detail”
• Select “Documents”
This enhancement is designed to empower you with a more intuitive and efficient document management experience. Thank you for choosing our platform, and we hope this update further enhances your workflow.
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.
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]
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.
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.
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.
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.
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