Support Services

Dex - Funding Module

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1. The first step is to open Dex. and click Funding.

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2. Click the drop down to select your date range. 

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3. Click the first date of your range. 

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4. Then click the last date of your date range or select from a predetermined range on the left. 

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5. Click Apply. 

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6. You can also search by Bank Account number if the transaction didn't populate in the provided date range by entering the merchant's full bank account number. 

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7. You also have the option to search by the Amount of the funding transaction. 

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8. There are additional filtering options available if you're unable to locate the funding transaction with any of the previous search criteria.

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9. Click the 3 vertical dots to see all transactions that comprise the funding transaction.

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10. Click Related Transactions to view a list of transactions related to the funding activity. This action will take you to the transaction module. More information on view transactions can be found here

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11. Click the 3 vertical dots to get additional options related to the transaction.

Please note the available options are based on the current status of the transaction. 

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Here's an interactive tutorial

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