REPORT AND TRANSACTIONS ENHANCEMENTS IN DEX
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.
Click to see it in action:
- Tutorial: https://indd.adobe.com/view/5f68b239-f9cc-4bf9-a95e-e69046ef627d
- How to get the detailed payout report video: Payout Report Final.mp4
Transactions area improvements
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.