Category: Release Notes

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.

Transactions, Improvements to Data Grid and Apple Pay

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Dex Release 1.70.1

Benefits to Customers:

Merchants and partners will benefit from new improvements in the transactions download section, such as the ability to save the default template at any time, new filters added to the Dex platform, new flags for non-sufficient funds added to the verification services section, and the ability for merchants to request the new payment method Apple Pay from the enrollment team.

Current Behavior:

Previously, the transactions download section did not allow users to save templates without applying changes to the default template. In addition, the final user couldn’t filter by location (MID) in the transaction grid, and to filter by order ID, the merchant had to access the more filters section. Also, although Forte Checkout had launched its new payment digital wallet solution, Apple Pay, it was not yet enabled for Dex users. Before this release, there were only two non-sufficient flags, but this release adds four new flags.

New Features/Improvements:

Transaction Data Grid – Customized Downloads:

  • Users can now download and save the default template at any time during the download and export process.
  • When using a previously saved template, users can download and save the template or save it as a new template during the download and export process.
  • Added three new fields to the default list on the Download Transaction Modal when the user is at the Merchant Level: Bank Account Verification, Principal, and Service Fee.

Transaction Data Grid – Updates:

  • Added a new Location Filter on the Transaction Data Grid, enabling users to filter transactions on one or more locations.
  • By default, at the Merchant level, the location filter will display the first 10 Locations in a dropdown list for the user to select. If there are more than 10 locations under the Merchant Organization, users can search for additional locations using the search function in the location filter modal.
  • Partners and employees can search for one or multiple locations using the search bar within the filter.
  • Moved the Order ID filter from “More Filters” to a selection on the data grid filter line.

Transaction Receipt – Updates:

  • Updated the disclosure information on eCheck credit transaction receipts.
  • Updated references to CSG Forte to CSG Forte Payments, Inc. in targeted areas.
  • Updated the NMLS ID from 986669 to 1986669.

Digital Wallet: New Section:  Alternative Methods of Payments:

  • This section can be used to verify if the merchant location has any Digital Wallets enabled.
  • When enabled, the section will show as “Active” and display the logo(s) of the digital wallet types that are enabled for the merchant.
  • Added Wallet Type in the sandbox prod environment.

Verification Services – Validate Plus Changes:

  • Validate Plus – Reused existing flags for NSF fee.
  • The existing NSF (non-sufficient funds) flags have been modified to have four new flags based on the account age and overdrawn status.

These updates provide Dex users with a better experience using the platform, with enhanced functionality and improvements in performance. If you have any questions or feedback, please don’t hesitate to contact our support team.

FORTE CHECKOUT | RELEASE NOTES NEW FEATURES/IMPROVEMENTS

Posted on
RELEASE DATE: MARCH 15, 2023

DEVICES V400C

Merchants using Forte Checkout with the V400c Plus terminal, can now benefit from enhanced coordinating controls.

The inclusion of a new button parameter on Forte Checkouts code will allow the Forte Checkout modal to close after completing a transaction on the V400C Device, and:

  1. Inform the users when the transaction is completed,
  2. Provide the correct response in the callback (approved / declined) and
  3. Generate webhook if it has been set up.

To read more visit our Developer Documentation for Forte Checkout, here, on the parameter:

hybrid_close_modal.

FIXES/CORRECTIONS

· Cancelling from checkout.js does not cancel on the v400c EMV device and vice-versa: CSG Forte Payments (FD 722024)

Dex 1.70 Release Notes

Posted on
RELEASE DATE: February 16th, 2023

Transactions

Transactions download – Save Customized fields as template

  • Users will have the ability to download the chosen set of fields and save those as a template.
  • Saved templates can be used in future downloads
  • A maximum of 10 templates can be saved

Transaction download – File Formats

  • Users will have the ability to choose between CSV and XLSX as file formats when exporting transaction data from dex.

Transaction download – Transaction amount formatting

  • In the transaction export file, following fields for Refund / Credit / Unfunded transactions will be represented as a negative value:
    • Amount – E.g. -$10.00
    • Principal – E.g. -$1.00
    • Service fee – E.g. -$1.40
    • Tax Amount – E.g. -$2.00
  • In the transaction export file, following fields for Void transaction will have zero dollars.
    • Amount – E.g.  $0.00
    • Principal – E.g., $0.00
    • Service fee – E.g., $0.00
    • Tax Amount – E.g., $0.00
  • The ‘CVV Result’ will be mapped to display the same info that the user sees in the transaction detail screen.

Transactions Grid – Updates

  • For transactions created using Apple Pay wallet, an Apple Pay logo will be displayed in the Method column in the transaction grid.
  • Tooltip for transactions in Settling status: a new tooltip was added to notify the user that is not possible to take any action on a transaction when the transaction status is ‘Settling’.
  • ·Added P95 (Bad Account) to the Bank Account Verification filter.

Add Transactions – Update for Bank Account Owner Verification

  • If user adds a new Bank Account Owner Verification type transaction, Account type field is now optional.
  • Replaced N/A with Verify in the Amount column for Authenticate transactions.

Transaction Receipts – Updates

  • Updated the CSG Forte address in the licensed money transmitter section to: 2121 Providence Dr, Suite 151, Fort Worth, TX 76106
  • Updated the CSG Forte address in the California Resident Right to Refund section to: 2121 Providence Dr, Suite 151, Fort Worth, TX 76106

Disputes:

Dispute Detail – Updates

  • Dispute action “Accept” was updated to “Accept Chargeback” on the Action Dropdown in the Dispute Detail page.

Notifications:

Payment Status Notification – Updates

Updated the formatting in Payment Status Notification and receipts, so that keywords and customer data will be capitalized where necessary.

Partner Organization

Partner Organization Detail:

  • Added the display name to the Partner Organization Detail card.
    • Order on the card is:
      • Display Name
      • DBA Name
      • Partner Type
    • Users with edit permissions can update the display name.

Merchant Application:

  • The “Services” filter on the Merchant Application data grid has been updated:
    • Account Updater, Bill Pay and IVR have been added to the list of services
    • Each service is listed separately as an option to select
    • Selecting one or more services will return all applications that contain one or more of the services selected in the filter

Application Status Notifications

Application Status Notifications will be available at the Partner Org level in Dex to enable automatic notifications for merchant application status changes.

Resend Notifications:
  • Enabled the ability to resend the application status notifications by clicking on Actions>Resend eMail Notification from the Applications Detail screen.
  • Selecting resend eMail Notification will trigger an application status notification to be sent for the current status of the application to the recipient’s set-up in the notification template.
Webhooks
  • Enabled the ability to create Merchant Application status webhooks at the Partner Org level for the following application statuses:
    • Approved
    • Declined
    • Pending
    • Recalled
    • Rejected
    • Submitted

Freshdesk Tickets

FD 807427 – Users with smaller screens are reporting that number values are truncating on Dex screens.

  • When a user accesses any screen in Dex that contains dollar/number values, the screen will resize the field so that the full amount is visible to the user.

Bill Pay 2.0 | Release Notes

Posted on

New Features/Improvements

Custom scheduled payments

  • Released the ability to set up a custom scheduled payment in the BillPay Portal.
  • When scheduling a payment in the BillPay Portal, customers will have the “custom” schedule type available.
  • Customers should select the payment method, enter the number of desired payments, select the schedule type as “Custom”, the start date, and the payment amount. Once that information is selected, the payment plan will be displayed.
  • Customers will be able to modify dates and amounts in the payment plan. The payment amount does not have to be the same, that will depend on the customers’ preference.
  • Custom schedules should be enabled in dex at the Location level, and within the BillPay tab > Payments and Billing Model > Scheduling > Multiple payments > Custom.
  • The number of custom payments must be equal or greater than 2, and the maximum number of payments to enable is 24.

BillPay Portal Timeout implementation

  • Released a session timeout in the BillPay Portal to prevent payments outside of merchant Portal activity windows.
  • If portal is suspended, user should not be able to perform any activities.
  • When the user is inactive in BillPay Portal, user will be redirected to home page after 15 mins.
  • With 15 minutes of inactivity, Portal will display the first session timeout warning screen with two buttons: End session and Get more time.
  • End session will end the session and redirect the user to home page. And Get more time will get additional time.
  • If the user does not respond to the first warning screen within 1 minute. After a minute, Portal will display a timeout session window with a single button (ok button) that will take the user to the BillPay Portal home page.

Mobile-friendly cart

  • Released an improvement to make the cart and the payment center fit better on mobile devices.

Mobile-friendly checkout

  • Released an improvement to resize the checkout window to properly fit in mobile devices.

Fixes/Corrections

Freshdesk ticket #745984 – Grouping bill

  • Released fix that will require customers to pay the oldest bills, before the most recent ones in the BillPay Portal in the grouping selection.
  • A pop-up window will be shown to the customers to communicate that there are older bill item(s) which must be paid in full, before most recent bills can be paid.

Freshdesk ticket #766847 – Future date payments

  • Released fix that will remove some bills from customers’ cart if the bill presents any update. That will prevent customers from paying bills with a future presentation date.
  • An alert will be displayed to the customer to indicate that some items have been removed from cart due to bill updates or if payment has already been made.

Scheduled payments login

  • In some scenarios, customers were unexpectedly logged off from BillPay Portal when trying to schedule a payment. Fix was made.

Kiosk mode non-registration

  • Released fix to ensure users are unable to register when kiosk mode is enabled.

BillPay shopping cart removed bills

  • Released fix to stop some bills from being removed from the cart when landing/refreshing the BillPay Portal and Payment Center.

Checkout fixes

  • Released fix to prevent the scroll down from overlapping text in checkout window for some devices.

Released fix to stop buttons from overlapping In BillPay checkout screen for some specific devices.

WALLET PAYMENTS

Posted on
RELEASE DATE: JANURARY 12, 2022

 

NEW FEATURES/IMPROVEMENTS

WALLET PAYMENTS

Forte Rest API is now certified to handle Apple Pay sale transactions for merchants processing via Fiserv. This is part of CSG Forte’s efforts to provide our merchants with tools to provide exceptional customer experience.

Alternative payment methods, including digital wallets, are experiencing nonstop growth in adoption since the start of the Covid Pandemic, and Apple Pay is the leader in adoption and use. Hence it is the first wallet we are rolling out for our integration methods.

New Rest API enhancements will allow merchants to handle safe and fast payments with Apple Pay for customers paying on mobile and on mac computers enabled for this feature, minimizing the need for typing payment method and contact details.

To read more, visit our Developer Documentation.

Dex 1.69 Release Notes (Dexiles and Rule Breakers)

Posted on
RELEASE DATE: December 21st, 2022

Dex 1.69 Release Notes (Dexiles and Rule Breakers)

 

New Features/Improvements

Transaction Data Grid – Customized Downloads

  • Released the ability to customize dex downloads from the transaction data grid.
  • When selecting “Download” from the transaction data grid, the following fields will automatically be set to default in the download template.
    • Transaction ID
    • Received
    • Status
    • Customer ID
    • Bill To First Name
    • Bill To Last Name
    • Company Name
    • Wallet ID
    • Order ID
    • Amount
    • Action
    • Method
    • Last 4
    • Authorization Info
    • Source
    • Location ID
  • Users will have the ability to add fields, delete fields and change the field positions in the file prior to executing the download.
  • Changes made in the Download Transaction File modal will be reflected in the document downloaded
  • Only the defaulted fields will be included in the download if the user does not make any changes in the modal prior to selecting Download.

Bank Account Owner Verification – Authenticate

Authenticate is a new verification service offered to Forte merchants.  This service allows the merchant to verify the Bank Account Owner information prior to sending money to the customer.

  • Released Bank Account Owner Verification – Authenticate Verification Service will support Buy Rates, Rate Plans, Merchant Applications and Transactions.
  • Buy Rates
    • Buy Rates will support the resell of Authenticate
    • Product Fee codes for Authenticate are as follows:
      • Authenticate Per Transaction Fee (AUTH)
      • Authenticate Monthly Fee (AUTHM)
    • Fee Codes related to Authenticate are commissionable
    • Authenticate feed codes can be set to 0.00
    • Users with Permissions to Create/Update/Delete rate plans will have the ability to add/change/remove buy rates associated with Authenticate
  • Rate Plan
    • Authenticate can be selected for New and Existing Rate Plans
    • Rate Plan Create and Update permissions are required for Corporate and Partner level users
    • A Verification Service checkbox has been designed to include the following services:
      • Bank Account Status Verification (Note: currently known as Forte Verify which supports Validate and Validate Plus)
      • Bank Account Owner Verification which will support the new Verification service known as Authenticate
    • Product Fee Codes will display in the ‘Pricing’ stepper (Step2) of the Rate Plan
    • Rate Plans can have one of the following combinations for Verification Services including Authenticate
      • Authenticate Only
      • Validate and Authenticate
      • Validate Plus and Authenticate
      • Validate Only (existing service offered)
      • Validate Plus Only (existing service offered)
    • Rate Plans will support the Fee Items, Price, Cost and Estimated Profit Margin. These will display in the ‘Pricing’ tab under the associated sub-section related to the Verification Service which has been selected.
  • Merchant Applications
    • Added the ability to select Authenticate on the paper applications
    • Added the ability to select Authenticate when manually entering a paper application in dex
    • Merchant Applications that include Authenticate will be set to Review/Pending once the application verification checks are completed
    • Risk/Underwriting will review and qualify the Merchant for Early Warning services. If approved, the Application will be set to Approved.
    • At the time of Enrollment, the Fee Codes for the Services included in the Application’s rate plan, will carry forward to the Merchant’s Product Cost table.
  • Location Detail – Products and Services tab
    • New section, Bank Account Owner Verification (Authenticate), has been added.
    • To begin the process of enabling Authenticate, users with permissions can enable the slider in the Bank Account Owner Verification section.
    • Once the user enables the slider, dex will display a message indicating the next step that is needed to continue with the enablement.
    • Users with one of the following roles can enable/disable the Authenticate service:
      • Admin
      • Accounting Supervisor
      • Base Accounting
      • Base Risk
      • Base Service Desk
      • Credit Enrollment I
      • Credit Enrollment Supervisor
    • Transactions:
      • Added a new action, Bank Account Owner Verification, to the Add Transaction modal.
      • Locations with Authenticate enabled can create a “Bank Account Owner Verification” transaction using the Add Transaction modal in Dex when eCheck is selected​.
      • Users are required to enter the bank account owners First and Last name and/or Business Name on the account
      • The verification request and the response will be based on the first name/last name and or business name combination.
      • Response codes are MATCH, NO MATCH, CONDITIONAL MATCH & NO INFO status.
    • Transaction Data Grid:
      • Additions to the transaction data grid:
        • New status’ have been added to the status column and the status filter:
          • In Progress – Conditional Match
          • Success – Match
          • Unsuccessful – No Match
          • No Info
        • First and Last name and/or Business name verified via the Bank Account Owner Verification transaction will be displayed in the Customer column
        • N/A will be displayed in the amount column for Authenticate transactions
        • New P codes for Authenticate have been added to the Bank Account Verification filter
      • Transaction Details:
        • The transaction detail page provides the Bank Account Owner Verification details which includes the:
          • Overall Match
          • Pre-Auth result and description
          • Response code and Forte’s description
          • Individual match results for First name, Last name and/or Business name
        • Transaction Data Grid Downloads:
          • The transaction data grid Download file has been updated to include:
            • Bank Account Owner Verification in the action type column for Authenticate transactions.
            • First Name and Last Name and/or Business Name verified in the respective columns
            • Associated P codes will also be displayed in the Bank Account Column.
            • Authenticate response code descriptions in the response code descriptions column
          • Webhooks
            • Bank Account Owner Verification has been added as a selection in the transactions section.
            • When creating or editing a webhook, Bank Account Owner Verification will automatically be selected when the user selects “All” and will be an optional selection when the user selects “Custom”
            • The authenticate transaction will return the Action as Authenticate and Type as Transaction. Authenticate in the webhook
            • Existing webhooks will automatically pick up the selection if “All” has been selected in the transaction section of the webhook.

Applications & Rate Plans – Additional Services

Additional Services have been added as selections to Rate Plans.

  • Account Updater, Bill Pay and IVR are available in combination with primary services of eCheck and Credit Card.
  • New sections for Account Updater, Bill Pay and IVR have been added to the Rate Plans pricing screen (step 2) and will display the related Fee Items available for Pricing:
    • Account Updater – Per Transaction Fee
    • Account Updater – Monthly Fee
    • Bill Pay – Per Transaction Fee
    • Bill Pay – Monthly Fee
    • IVR – Per Transaction Fee
  • Existing Forte merchants can request the additional services to be added by submitting a FreshDesk ticket for the services to be added to their MID.
  • Partners with permissions will have the ability to make updates to their existing Rate Plans and add any of the new additional Services
  • If Pricing has been set up within the Rate Plan, it will be displayed in the Application Detail > Pricing section

Create/Edit a Rate Plan Draft

  • Added the ability to create and save a Draft Rate Plan
    • Dex will allow the user to create a rate plan and save it as a draft version If they are not able to complete it or not ready to activate the rate plan.
    • Users will have the ability to select the ‘Save and Finish Later’ button while creating a rate plan to save the record in draft mode on step 1 (Portfolio and Services), step 2 (Pricing) and step 3 (Plan Information).
    • Users must make selections on step one before the Save and Finish Later button will be activated.
    • When the user selects Save and Finish later
    • Dex will display the Save Rate Plan as a Draft pop up:
      • The user can confirm the changes by clicking the SAVE AND CLOSE button on the Rate Plan Draft Pop up or select the DISCARD CHANGES button.
      • Clicking on the X on the Save Rate Plan Draft Pop up will return the user back to the rate plan create
    • Users with permissions will have the ability to ‘Continue Creation Process’ by selecting the ‘Actions’ drop-down button on the Rate Plan Details to edit the Draft Rate Plan record from where they left off in the process when the record was saved as a ‘Draft’ Rate Plan.
    • The Rate Plan Draft can be deleted in the following ways:
      • Selecting the ellipsis on the Rate Plans data grid
      • Navigating to the Rate Plan Detail screen and selecting the Actions drop down and Delete
      • Selecting the Actions drop down and Delete In the Edit Rate Plan screen.

Additional Updates to Rate Plans:

  • Added the ability to view the profit column as either dollar or percentage on rate plan create/edit.
    • When the values are displayed in ‘$’, the hyperlink content will display ‘View as Percentage’. Similarly, when values are displayed in ‘percentage, the hyperlink content will display ‘view as dollars’
  • Added the ability to attach the merchant logo when creating/editing a rate plan in Step 3 (Plan Information) screen by selecting Browse in the Upload your logo box and uploading the image
  • Added the ability to invite merchants to submit an application when the application is created and activated.
    • When user clicks on Activate Rate Plan in step 4 of the rate plan creation process.
    • Dex will display a pop-up indicating that the rate plan has been successfully created along with the ability to send an email inviting merchants to complete an application.
    • Users will also have the ability to copy the Merchant Application Link and share it directly with Merchants.
  • Users with permissions, will have the ability to Suspend a Rate Plan.
    • Suspended status will prevent applicants from completing a merchant application associated with the suspended plan.
  • The user can exit the Rate Plan Creation Process by selecting the ‘X’ in the top right corner of screen. Users will be given the option to:
    • Discard Changes to stop the creation/edit of the Rate Plan
    • Save and Close to save as a Draft rate plan.

Rate Plan Branding

  • Added the ability to change the logo on the Plan Information screen in the rate plan by selecting the pencil (circular blue icon) in the branding tab available in the right side of the image on the Rate Plan Details screen.
    • Dex will take the user to Edit Rate Plan, Step 3 (Plan Information) screen to edit and or change the logo.

Dex Portal – New Information Icon

The Information icon previously located in the top right corner of Dex has been replaced with a new info icon located in the bottom right corner, now known as the Resource Center. In the Resource Center, you can find Announcements of new features, documentation, support about existing Dex features, and give feedback about new ideas for improving Dex.

Freshdesk ticket #814770 – Rate Plan

  • Account Updater has been added as a selection in the rate plan and is available to add per transaction and monthly fees when Card Services-Gateway is selected.

Forte Checkout V2.20 Release Notes 

Posted on
(Release Date: 11/03/2022)

 

Added support for a new language, Canadian French, in Forte Checkout  

Canadian merchants, with the legal need to use French, will now be able to present Forte Checkout in Canadian French to accept payments. 

French and English are the official languages of Canada, and federal services must be provided in both languages; Beyond that official requirement, French is the mother-tongue of almost 20% of the Canadian Population, making this release an important tool to better serve the Canadian market. 

Forte Checkout is now available to be displayed in Canadian French. This feature will allow Canadian merchants to offer French Canadian-speaking customers payment forms that are consistent with their experience on the merchant’s page, by applying the browser language settings to the payment form display. 

The support includes all the labels, placeholder texts, and error messages; Security, Privacy and Terms of Service (TOS) documents. 

Consistent with Forte Checkout accessibility features (ADA/WCAG Compliant), information in French is available via multiple means, such as alternatives to text. Users can interact with content through a variety of methods, such as a keyboard/screen or keyboard. Forte Checkout displayed in French works across multiple operating systems, browsers (Chrome, Firefox, Edge, Safari), and assistive technologies. 

Forte Checkout will be supporting the below-listed features in Canadian French language in upcoming release: 

  1. Support for Schedules
  2. Support for Devices
  3. Timeout messages

Dex 1.68 Release Notes

Posted on
RELEASE DATE: October 4th, 2022

New Features/Improvements

Dex Payment Status Notifications

Select locations

Dex now offers the ability to select locations when creating/editing payment status notifications. Users with permission to create and update notifications can select one or more locations to assign a notification. Dex will display a warning sign next to any location already assigned to another notification with the same category/event. Users can add the location and override an existing notification for that specific location.

Resend a custom payment status notification:

Dex enabled the ability to resend a custom payment status notification. Users with permissions can resend a payment status notification by:

  1. going to “Transactions,”
  2. clicking on the “Transaction detail” screen for that transaction,
  3. clicking on the “Action” icon, and
  4. Select “Send Email Notification.”

This feature is available only for Merchants that already have a custom notification configured, and for the events available on the custom notification.

Dexiles and Rule Breakers Dex 1.66 Release Notes

Posted on
RELEASE DATE: AUG. 29, 2022

 

New Features/Improvements

 

Payment Status Notification Receipts

Dex now offers the ability to include a copy of the receipt with payment status email notifications. Users with permissions to create and update notifications can also preview a sample receipt when creating or updating a payment status notification.

The PDF receipt attachment is available for the following notifications:

  • Sale Approved/Declined,
  • Refund/Credit Approved
  • Refund/Credit Declined