Support Services

Dex - Merchant Full Dex Access Experience


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43 STEPS

1 The Home module allows merchants to view their transaction volume by date range. 

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2 Click Transactions. The Transactions module provides merchants a quick at-a-glance view of transactions processed. A variety of filters can be used over the date range selected. 

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3 You can search by the Amount using a fixed amount or an amount range. 

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4 Click Details to see all information related to the transaction. 

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5 By clicking on History you can obtain the processing timeline for the transaction. 

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6 Click Receipt to view Biller, Ship To, Billed To, and Order Summary for the transaction. 

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7 Click Actions for the option of adding a transaction without having to enter the customer's checking or credit card information. You also have the option to print the transaction detail from this page.

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8 Select an Action (Debit/Sale or Credit/Refund) from the drop down to the left of the payment method. After which you will enter the Subtotal and Tax, if applicable and then click Add Transaction

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9 Click on the 3 dots. 

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10 Here you are provided the option to Add Transaction. This will allow you to process a new transaction without having to enter the customer's banking or credit card information. 

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11 On the Funding module, merchants can view the funding data grid related to the customer transactions processed. 

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12 Clicking anywhere in the funding thread will allow you to open the funding transaction. 

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13 By clicking on the funding item on the data grid, it will open a new window to provide Funding details related to the funding. Merchants can also review the associated transactions by clicking View Related Transactions. 

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14 Click the drop down to select a date range or select from a predetermined range to the left of the calendar. 

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15 Funding can be filtered by entering the full Bank Account number. 

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16 Filtering by Amount will allow you to narrow the search further by entering a fixed amount or a range of amounts.

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17 Click More Filters to additional filtering options. 

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18 By clicking the 3 dots, you can view Related Transactions to see all transactions that comprise the funding amount. 

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19 Merchants can view the Customers data grid and access more details by clicking on a customer. 

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20 When you click on a customer, Customer detail provides all relevant information associated to the customer including Payment Methods

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21 You can also view any Schedules the customer may have. 

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22 Click Addresses to see any related addresses for the customer. 

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23 Customer information can be updated by clicking on the 3 dots which allows you to Add a Payment Method, Delete the customer, Add a Transaction or Suspend the customer. 

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24 Click Schedules to see all customers who have scheduled transactions set up.

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25 Click the 3 dots.

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26 After clicking the 3 dots, you have the option to Suspend or Delete a schedule. 

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27 By clicking Disputes, you can view all disputes you have during the selected date range.

A more in-depth video is available for Disputes as well as an instructional video on how to upload documents related to Disputes. 

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28 Click Organizations to view all pertinent information related to your Organization. 

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29 Clicking anywhere in the Organization thread will allow you access to additional Organizational data. 

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30 From this page, you can view the same information provided in the previous Organizational thread as well as view and manage Security options applicable to your account. 

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31 Click Locations to view all locations associated with the Organization ID entered. Clicking anywhere in the thread will provide additional information related to that location. 

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32 Click Products and Services to view all product and services you currently have on your account. You also have the ability to manage your service by clicking the edit option.

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33 Click Bank Accounts to view all accounts associated with the account. 

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34 Clicking Controllers/Owners will provide the name(s) and percentage of ownership for every owner listed on the application. 

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35 Click Credentials to gain access to all credentials for the location entered. You can also regenerate credentials in this area. 

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36 Click Manage

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37 Click Users to view all users with accessibility to the Organization. 

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38 Click Status to filter your search criteria. After selecting your status, click Update

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39 Click the 3 dots next to the user's name for the option to Delete the user. 

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40 Click Delete to delete the user or Cancel if you decide not to delete the user. 

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41 Click Developer and then API Credentials to see all credentials for the Organization.

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42 Click Dev Docs to access our Developer Documents which will open in a new tab. 

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43 Dev Docs provide more information about our Product and Services as wells as an informative FAQ and Response Codes related to both ACH and Credit Card transactions. 

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Here's an interactive tutorial for the visual learners

https://www.iorad.com/player/1639841/Dex--Merchant-Full-Dex-Access-Experience

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