Tag: Dex

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.

Dex 1.51 Release Notes

Posted on

 

New Features/Improvements

 

Transactions

  • Transaction status filters has been updated. The Transaction status filter allows users to filter transactions by Successful, In Progress, and Unsuccessful.
  • New receipt options in Dex: From the transaction details page and after a check is created users will be able to select whether they would like to view/print a standard receipt or a detailed receipt.
  • New fields and new receipt format: New standard receipt formatting and new fields Dex standard receipts will have new fields and formatting. The new fields we have added are: Time, Loc ID, Auth Code, and Account Holder’s Name
  • Introducing New Detailed Receipt: User will be able to print detailed receipt along with standard receipt. This will include billing and shipping info for merchant.
  • Item Description: This field has been added for Scheduled Transaction Receipt. All the scheduled transaction receipts will have a new field, Item Description.

Users

User Avatar: If users do not have a gravatar linked to their Dex account, their Avatar will always show as their initials.

Roles and Permission

Dispute Manager Role Update: Product Costs are visible to the Dispute Manager on the Location Detail Billing Tab. Zero cost services are not visible and “Free Quantity” is not displayed for the Dispute Manager role.

Introducing eDynamo for Dex

The MagTek eDynamo device is a USB card reader that connects to the merchant’s computer to allow the ability to accept EMV chip cards and traditional magnetic stripe credit cards without having to key the card information into Dex.