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