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

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:

• Reverse transactions: Clearer interface and service fee reversal options.
• Reporting enhancements: xData 5–9 fields added to reports.
• Receipt and Printing improvements: One-page printing and consistent formatting.
• Mass Customer Import: Bulk import of customers and payment methods.
• Payment Notifications: Expanded coverage and schedule creation details.

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.