Tag: Dex

Dex 1.61 Release Notes

Posted on
Release Date: Jan. 26, 2022

 

New Features/Improvements

 

Merchant Billed Monthly Invoices

  • Merchant Billed Monthly Invoices are available at the Location level of the Documents tab.
    • Path: Location>Location Detail>Documents tab
  • Only merchant admins and CSG Forte can view the documents.
  • Users with permissions can view/download the document file.
  • Documents tab includes the last 12 months of invoices.

Dex Merchant Approval Invites

  • An email is automatically sent to invitees who receive a Merchant Approval invite and have not registered/accepted the invite prior to the expiration date.
    • Invitation expires eight days from the date the reminder is sent.
    • Only one reminder is sent.
  • Reminder invite: Thank you for choosing CSG Forte. This is a friendly reminder that your payment account with Forte is ready for processing. Activate and log into Dex, your merchant portal platform, to manage your payment operations.

Attachment Updates

  • Updates to Application/Organization Detail
    • Renamed the Attachments tab to Documents.
    • These changes are only at the Location level.
    • Renamed “Attachment” references to “Documents” throughout the documents card.
      • “Upload Attachments” reference has been changed to “Upload Documents”.
      • “Change Attachment” reference has been changed to “Delete Attachments”.
      • “Delete Attachment” has been changed to “Delete Document”.
      • If no document has been uploaded within the Attachments tab the icon/attachment has been changed from “No Attachment” to “No Documents”.

Receipt Updates

  • Credit Card and eCheck Receipt Updates
    • A status for Transactions has been added under the amount to Credit Card Debit/Sale, Credit Card Authorize, Credit Card External Authorization, eCheck Sale/Debit, eCheck Authorize and eCheck Force receipts.
      • A status of Approved, Declined, or Voided for the Credit Card Transaction has been added to display on Detailed Receipts when printed in Dex.
    • Transactions with an unsuccessful response (Declined, Failed, Rejected, Voided or Unfunded) will now suppress the message “Thank you for your approved payment to “Merchant Name” in Dex.

Card Services Updates

  • Card Services updated to be automatically set to “Both” when the user manually activates Card Services @ Locations>Location Detail>Products and Services>Card Services.

Bugs Addressed

  • An improvement has been added to correct transaction amounts when performing a transaction or schedule in Dex. Prior to the improvement, if a user entered an amount of 10.00, the total amount would show 100.00. A new masking module has been added to correct the add transaction, add schedule, and edit modal.
  • A rounding issue was corrected to transaction amounts after masking module addressed.
  • MA template was corrected to include a missing Accept Invite link.
  • For a Deleted Location, the Migrate option has been removed if a parent org id exists.
  • Disabled the Transaction button until Total Amount of the credit card transaction has been calculated.

Known Issues

N/A

 

Dex 1.60 Release Notes

Posted on
Release Date: Nov. 17, 2021

 

New Features/Improvements for Merchants

 

Transactions Datagrid

  • 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

Dex 1.58 Release Notes

Posted on
Release Date: Sept. 7, 2021

 

New Features/Improvements

 

Partner Profile Implementation

Dex has added the ability to add a Sales Rep to a Portfolio.

  • The roles Admin, Sales Manager, ISV Support, ISV no support, ISO no Support, Base Implementation, Credit Enrollment I, Cust_Relationship_Manager, Base_Cust_Relationship will be able to add Sales Rep to Portfolios.
  • To add a Sales Rep to a Portfolio, the person must be a Dex user that accepted their invitation to join Dex. They must have the role Sales Rep and belong to the Partner Organization the Portfolio belongs to.
  • When added, a Sales Rep ID will be generated and assigned to the user attached to this Portfolio.
  • Sales_Manager role can be assigned to a portfolio

Create New Rate Plan

When creating a Rate Plan in Dex, the specific Portfolio will have to be selected.

Location Level Settings

  • Updated the look of the card services section on the location detail>products and services tab
    • Added the card network logos that the location is enabled to accept
    • Added the card types that the location is enabled to accept:
      • Accepts Credit Cards
      • Accepts Debit Cards
      • Accepts Credit and Debit Cards

Dex 1.56 Release Notes

Posted on
Release Date: March 30, 2021

 

Benefit to Customers

  • Optimizing the Dex Transaction Datagrid improves its the load time and performance, giving the customer an improved experience with faster search results.
  • Auto-subscribing Merchant and Partner Admins to IP Allow List notifications makes Dex more secure and improves the user experience for the Admin.
  • Receipt enhancements provide additional transparency to the consumer and helps merchants with troubleshooting.

 

New Features/Improvements

 

Transaction Datagrid Optimization

To optimize performance and load times, improvements were made to the Transactions Datagrid:

Filters

  • The ability to select the Response Codes filter from More Filters was removed.

Amount Column

  • The card type (Debit/Credit) under the dollar amount was removed and moved to the Transaction Details screen.
  • The currency designation (i.e., USD) was removed from the dollar amount hover tooltip and moved to the Transaction Details screen.

Dispute Indicator

The dispute indicator was removed, but is still visible when viewing transactions related to a specific Funding ID.

Additional Columns

  • The ability to add Dispute ID as a column to the expanded Transactions Datagrid was removed.
  • The ability to add Principal and Service Fee columns at the corporate, partner, and enterprise level was removed.

Other

  • To improve data downloads times, a 500,000-record limit was implemented on the number of records allowed in an export request.
  • To improve the thoroughness of downloaded data files, the Transaction ID and Dispute ID columns were added to the Transaction Datagrid export file. Additionally, the Principal and Service Fee columns were added to all Transaction Datagrid export files at the corporate, partner, and enterprise levels. At the merchant level, the Principal and Service Fee columns are only added if they are displayed on the expanded Transaction Datagrid in Dex.

IP Allow List Notifications

To strengthen Dex security, the IP Allow List Notification subscription process was updated with the following improvements:

  • All IP Allow List notifications for current users with a Merchant Admin, Enterprise Admin, ISO No Support, ISV No Support, or ISV Support role are automatically enabled. Subscribing to IP Allow List notifications for these roles is only for the home organization and not the organization’s/enterprise’s hierarchy.
  • Dex automatically enables IP Allow List Notifications when a new user accepts a Dex invitation for a Merchant Admin, Enterprise Admin, ISO No Support, ISV No Support, or ISV Support role or when one of these roles is added to a user’s profile.
  • Dex will disable IP Allow List Notifications when a user is deleted from a Merchant Admin, Enterprise Admin, ISO No Support, ISV No Support, or ISV Support role or when one of these roles are removed from the user’s profile.

Partner Profile Implementation

Users with the proper permissions can now view all the Sales Representatives attached to a specific Portfolio.

Dex Receipt Enhancements

  • Location ID and Auth Code now display in the receipt preview within the Transaction Details screen.
  • If a transaction does not include a service fee, the Service Fee field will be hidden on all corresponding receipts.

Freshdesk Requests

  • Merchants reported receiving errors on the Add Transactions Modal when they did not enter the account holder’s name. To remedy this problem the Account Holder Name field is now mandatory on the Add Transaction Modal.
  • Users reported issues with opening transaction receipts. A fix was released to correct the print dialogue issues caused by a recent Google chrome update. This affected Transaction receipts, the MSA Details screen, and the MSA list.
  • Dex fix fix was released to capture the User ID when deleting a webhook.
  • The transaction detail receipt view now displays xdata fields 01-09 (FD-578691).
  • The Merchant Application in Dex had misspelled Vendor. This ticket updated the spelling and changed the term “Website” to “Business Website” (FD-603249).

Bugs Addressed

To improve the Attachments modal, a fix was released to warn the user that the selected file type was invalid. It also disabled the upload button until the invalid file type was removed from the modal.

Dex 1.59 Release Notes

Posted on
RELEASE DATE: OCT. 19, 2021

 

New Features/Improvements

 

Partner Profile Implementation

  • There is a new flow for creating a Rate Plan.
    • First, the user selects the Partner, then the user selects the Sales Rep, then the user will select the Portfolio, and then the general information will be input.
  • Portfolios will now display two new statuses based on their status in Webtools: Retired and Deleted.
  • Partner History will now show all Create, Update, and Delete actions that have been performed for that Partner.

Rate Plan Updates

  • New Rate Plan fee code. Rate Plans will now have the fee code NONCOM, Forte Non-Compliance Fee, in the Other section.
  • Pass-thru rates were made mandatory for rate plans with card services when the pricing model selected is Interchange Plus, 3 Tier or 4 Tier.
    • Visa/Mastercard/Discover Interchange “pass thru” is mandatory for Interchange Plus pricing models.
    • Visa/Mastercard/Discover Dues and Assessments “pass thru” is mandatory for Interchange Plus, 4 Tier and 3Tier pricing models.

Rebranding from Forte to CSG Forte

  • Replaced the Forte logo with the CSG Forte logo throughout Dex
  • Replaced existing copyright with updated CSG Forte copyright
  • References to Forte were updated to CSG Forts
  • Removed the link to VT Training on Approval Letter templates due to flash videos no longer being supported on most browsers
  • Updated links in Dex affected by the Forte website rebranding

Attachments

  • Increased the size limit for attachments to 25mb on the Application Detail, Location Detail, and Organization Detail attachments tabs.

Verification Services – Validate

  • Verify Settings
    • Added “Young Accounts” as a verify setting for Validate.
    • Users with Location Read permissions will be able to view the Validate settings.
    • Users with Location|ForteVerify Update permissions will be able to update the Validate settings.

Chase Merchant Services Integration

  • Chase Merchant Services is a new gateway-only integration that has been added to our CC processor list.
  • Transaction Division is a required field.

Location Level Debit Card /Credit Card Enabled Identifier

  • New fields added to Location Detail-Edit Card Services to allow the ability to update the card types (Debit Card/Credit Card) that a location is enabled to accept.
    • Debit Card and Credit Card fields are defaulted to enabled when an application is enrolled for Card Services.
    • Users with Admin, Credit_Enrollment_Supervisor and Credit_Enrollment_1 roles have been granted permissions to update the Debit Card/Credit Card fields.
  • Added identifiers to display if a location is enabled to accept Debit Cards and/or Credit Cards on the Add Transaction UI and the Add Payment Method UI.

Add Payment Method UI

  • Added check to validate if the location is enabled to accept the card network type (Visa/Mastercard/AMEX/Discover/Diners Club/JCB) of the card being entered.

Customers Data Grid

  • Updated search bar on the Customers data grid to search for customer and a location when the customer number is six digits

Bugs Addressed

  • Corrected an issue where existing users invited to a new organization were not visible on the Users data grid.
  • Corrected an AFD issue causing duplicate files to be sent to the customer.
  • Corrected an issue on the transaction details where echeck checking was displayed when an echeck savings was used for creating the transaction.

Dex 1.57 Release Notes

Posted on
Release Date: June 9, 2021

 

New Features/Improvements

 

Transaction Datagrid Updates

  • On the Transaction datagrid, the label for the Verify Results filter field was changed to Bank Account Verification. This will also reflect on the transaction export file.
  • Customer ID was changed from a filter field to a searchable value in the Transactions datagrid search bar.

Freshdesk Requests

  • An issue arose where the Order Details line items were being truncated. A fix was implemented to resolve the truncation issue in the Order Details section of the receipt.

Bugs Addressed

A fix was implemented to resolve an issue with percentage convenience fee calculations during partial reverse transactions.

Dex 1.55 Release Notes

Posted on
Release Date: Jan. 28, 2021

 

New Features/Improvements

 

Transactions

In this release, we have added principal and service fee as optional columns on the Transactions Datagrid. This has also been included in the export when it is added to the Transactions Datagrid.

  • New Language for Money Transmitter License.
  • For receipts belonging to eCheck Credit transactions only, we have added new wording on the Dex transaction detail receipt preview screen. Please note, change for the receipt preview in Dex, no receipts will contain this language.

Organization

  • Name/terminology change from ‘ISO ID’ to ‘Portfolio ID’
  • Brand-new Portfolios tab is now under Organization Details
  • The Portfolios tab has all the Portfolios (formerly known as ISO IDs) that are associated with a Partner Organization. These Portfolios have Buy Rates, Rate Plans, and Bank Account information associated with them.

Wording Change

We have changed the Partner indicator from R to P and have replaced instances of Reseller with the term Partner

Comment Tab Enhancement

Right now, we are noticing that it is easy to miss the type of comment and information is being shared that should not be. To limit this confusion, we are introducing color-coded privacy settings that are set for each comment on the comments tab.

Verification and Password Updated Successfully Message

  • Previous verification code email only contained a verification code which made it confusing and unclear to the user. So, we have redesigned the verification email and updated the layouts and language.
  • We have also created a new email that is sent to the user when the password has been successfully changed.

IP ALLOW List Updates

To make IP Allow list notifications more informative so that the user does not discard them, we have updated the layout and included a footer on the email with the Forte logo and customer support info. We have made this update to the below notifications.

  • IP Allow list switch account message
  • IP Allow List Toaster Message when Accepting an Invitation.
  • IP Allow List Notification
  • IP Allow List Enabled Notification
  • IP Allow List Disabled Notification
  • IP Allow List Deleted Notification
  • Unauthorized Access Notification
  • IP Allow List Disabled Notification

Added Specific Chargeback Code to Credit Merchant

We have made some changes in Chargeback code. Previously when code CHGM CHBK 42 9 came in, we debited the merchant. Going forward, we will credit the merchant.

Dex 1.54 Release Notes

Posted on
Release Date: Nov. 18, 2020

 

New Features/Improvements

 

Location

  • Users can now see Credit and Debit Limits associated with ACH/eChecks for a Location in the ‘Products and Services’ section.
  • ACH cutoff time will show the actual time instead of Default.

Location Bank Account

  • We revamped our bank accounts so it easy to find the bank accounts and the activity it is used for.
  • We have added friendly description, so you know what kind of transactions goes into which account.

Organization Bank Accounts

  • Bank accounts are now available in the Organizations module as well. You can see all the bank accounts associated with all locations.
  • Dive into the details of each bank account to learn which locations use it and for what.

Transactions

  • To make it more simplified for users, “Unfunded” transactions will have the new status “Unfunded” in the Transactions DataGrid. Previously it showed as “Rejected”.
  • We have added an “Entered by” field to the transactions detail and the export to have more visibility in transaction detail.

Update to Calendars

We have updated calendars to allow the user to manually enter the date range.

Dispute

When a dispute with the status inquiry expires, we have changed the status of the dispute to Expired instead of Won.

User

Updated the Status filter so that when the filter is cleared all users will appear in the data grid.

Webhooks

We have added Webhooks for Schedule.Update and Schedule.Delete. Any status update in schedules should trigger the webhook.

Dex 1.53 Release Notes

Posted on
RELEASE DATE: Oct. 5, 2020

 

New Features/Improvements

 

Transactions

  • The Verify Results and Verify Advice displays in the transaction details for all Forte Verify Transactions.
  • Dex allows a transaction to be placed with a card that begins with 20, 50, or 59.
  • Enabled Additional Resubmit Transaction Types.
  • Enabled Additional “Add Transactions from Existing Transactions” Functionality.
  • All response codes have been added to the Response Code filter on the Transactions datagrid.

Locations

  • Attachments Tab Has Been Added to Location Details Screen.
  • When a Merchant Application is enrolled, the Merchant Application, corresponding Rate Plan, and corresponding Merchant Service Agreement are automatically uploaded as a pdf to the newly created location visible to merchant admininstrator and Forte employees only.

Customers

  • Search by Customer ID has been moved from “More Filters > Customer ID” to the Search bar above the filters.
  • User can search with a partial Customer name or Customer ID by using the %.

Disputes

Allow user to delete document they uploaded if the disputes status is Documents Needed.

Dex 1.52 Release Notes

Posted on
RELEASE DATE: Aug. 4, 2020

 

New Features/Improvements

 

Transactions

  • Dex users now can add a similar transaction from an existing transaction from the Transactions Datagrid or from the Transaction Details screen.
  • We have added resubmit transaction functionality in Dex.
  • Users can view all the Response codes on the Dex Transactions DataGrid.
  • The Settlement Response Code that appears on the Transaction Details page now appears when transactions are exported.
  • Users can view Verify Results and Verify Advice on the Details screen for all Forte Verify transactions (Debit/Sale, Refund/Disbursement, Authorize, Force).
  • We have updated the legal language on transaction receipts.
  • Users can perform the Void as a Bulk Transaction for all transactions in a status of Ready or Authorized (Review is an available status for users that have been granted the Review Void permission).
  • Users with permission now can reverse transactions from the Transactions Datagrid.

Customers

  • Added ability to search by Customer ID from the search bar on the Customer Datagrid.

Location

  • Added a new Attachments tab in Locations details.
  • The day-to-run setting in account updater is visible for all users now. This allows merchants to ensure their day-to-run is set to the correct day.

Application

We have added a link from the Location to the Application. When an application is enrolled with a TIN Mismatch, the Merchant Admin will see the status banners when they log in.

Other

  • Changed the styling for the Verify Code screen.
  • Updated the look and feel of the Corporate Template Invite.