Support Services

February 2023 New Dex Features

We are excited to announce two new features in Dex that will enhance your experience: 

- Saving templates in Transaction Download and XLSX format.

- Formatting Voided, Refund/Credit, and Unfunded in Transaction Download

You can find out more about these new features below.
Saving Templates in Transaction Download
Customize your Transaction Download and save it as a template for future downloads. Save time with this new feature!

You can also change the Transaction Download format, choosing between CSV or XLSX.
View a video tutorial regarding the new Saving Templates of Custom Transaction Download and try it! Click the button below.

*Please note, this feature will be progressively rolled out, starting February 9th. 
Dex Saving Templates Tutorial
Formatting Transactions in Download
Now, you can optimize calculations in the reconciliation process! Refund/Credit and Unfunded transactions in the download file in Dex are formatted with a negative amount. Also, the amount for voided transactions is $0.
The fields formatted are Amount, Principal, Service Fee, and Tax Amount.

Note: The way for displaying the negative amount could change according to the end user application and its settings.

Click the button below for a video tutorial regarding formatting in the transaction download.
Dex Formatting Transactions Tutorial
If you have any questions regarding this update, please contact our Customer Support Team at via email or 866-290-5400 (Option 1) by phone.

We value your feedback! Please feel free to contact us at to provide additional insights about the new Dex features.

Thank you,

CSG Forte
© 2023 CSG Forte Payments, Inc. All rights reserved.

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