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
