Dex-1.47

Dex Security :

Cookie Settings : As part of Dex login security, Dex is now supporting the authentication of browser cookies when any attempt is made to login to the system.

IP Whitelisting: Additionally, Dex is also supporting IP white listing as an optional feature at the Corporate, Reseller, Enterprise, and Merchant level.

Funding :

We have also added Origination Date Column to Funding Data Grid

Transaction :

Transactions can be filtered by Verify Results (p codes)

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DEX Release -1.25

We’ve been busy at Forte. Our May Dex release includes brand new features and streamlined UI/UX enhancements. Check ‘em out!

Users

Need to know when you received that transaction? We’ve got you covered with a filter for your list of transactions using preset Received Date ranges.

API Credentials

API credentials mean access. To make creating and maintaining API credentials efficient and simple, we’ve added the following features:

  • View a list of all the API credentials that belong to your organization along with their associated groups and roles.
  • Search for specific API credentials using the API Access ID and Name.
  • View the details of a specific user’s API credential set.
  • Create API credentials to access Dex from your own application.
  • Delete API credentials when a user leaves your organization.

Funding

  • We’ve made finding a funding record easier by adding a filter of preset Received Date
  • View the updated Status of a funding entry from the list of funding records.
  • View the Response Code of a funding entry from the Funding Details screen.

Disputes (charge back and retrievals)

Need to know up-to-the-minute info about your dispute? Not a problem. We’ve added the following enhancements to simplify disputes:

  • View the Due Date of a dispute from the dispute detail record, no matter what status the dispute is currently in.
  • Know who to contact at Forte if you need help with your dispute when you view the Assigned To field in the dispute detail record.

 

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Dex Release -1.24

March brings warmer weather and a new Dex release with fantastic new features and enhancements to help you keep track of your transaction data and maintain your users. Let’s take a look!

Homepage Dashboard

What’s better than a long list of transactions you have to sort through and filter? Pie charts and line graphs! And that’s just what we’ve added to the Dex Homepage Dashboard:

  • Use the “Sales Performance” line chart to track settled transaction amounts.
  • Use the “Payment Method” pie chart to evaluate what types of payment methods your customers use for a given number of settled transactions.
  • Use the “Transaction Break Down” pie chart to track what types of transactions your organization performs for a given number of settled transactions.
  • Customize the value of the Settled Date filter to see your sales performance, payment methods, and transaction break down for the Last 7 Days, Last 30 Days, Last 90 Days, Last 6 Months, or Last 12 Months.

Users

We’ve made finding your organization’s Dex users easier with the following enhancements:

  • Search for users by Username and Name.
  • Filter the list of users by Date Created, Status, and/or Role.

Funding and Transactions

If pie charts and line graphs aren’t your things, we’ve also made searching for funding entries and their related transactions simple and efficient with the following updates:

  • Search for funding and transactions records using customized or preset Received Date.
  • Filter the list of funding records using the Status filter and one or more of the new funding statuses: Completed, Failed, Pending, or Not Applicable.
  • View the most current response code for a funding record on its Funding Details page.
  • Filter transaction records related to a funding entry using Transaction page filters.

API Credentials

If your developers have been itching to access Dex from your own applications via API, you’re in luck! Dex now includes the following features for maintaining API credentials:

  • View detailed information about a set of API credentials, including the roles and groups to which the credentials belong.
  • Edit the name of a set of API credentials to make them easier to use.
  • Search for API credentials using the Name or API Access ID

 

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Dex Release-1.23

Forget that February doldrums with our newest Dex release, which adds exciting new features for managing transactions and funding entries. Check them out!

Homepage

  • Do you have feedback about Dex? Use our newly added feedback form on the Dex homepage to help us out.
  • Start training your users in Dex with our easy-to-use training videos. We’ve included the link on the Dex homepage.

Transactions

We know transactions are your #1 priority. They’re ours too! So, we’ve added the following features to Dex to help you stay on top of your #1 priority:

  • View a list of all your transactions and transaction details for ACH, credit card, and Forte verify transactions.
  • Search for transactions using the Name and Trace Number
  • Filter your list of transactions by Received Date, Status, Location, Method, Action, Amount, Response, or the Last 4 of a credit card number.
  • Sort your list of transactions from Newest to Oldest or Oldest to Newest.
  • Capture a transaction from your list of transactions or a transaction’s detail page.
  • Reverse the full or partial amount of a transaction from its detail page.
  • Void the full amount of a transaction from the list of the transaction.
  • Export up to 1,001 transaction records to a local .csv file.

Funding

Want up-to-date funding data now? We’ve got you covered:

  • View the details of a funding record.
  • View the transaction(s) related to a funding entry with the Related Transactions menu option.
  • Search for a funding record by Funding Reference ID.
  • Filter the list of funding records by Start Date, End Date, Location, Minimum Net Amount, Maximum Net Amount, Last 4 of a bank account number, and/or Funding Source.
  • Export up to 1,001 funding records to a local .csv file.

 

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