PEX Release Notes 4.5

May 25, 2016

This release includes two changes to our API and web functionality. We now validate additional input fields to reduce error, and will be archiving transaction history data older than 12 months. Plus, we made some bug fixes and improvements.

Enhancement 1: Validation on Input Fields
Enhancement 2: Transaction History Data
Enhancement 3: Bug Fixes and Improvements List
Enhancement 1: Validation on Input Fields

Attention: Admins and API users
 
Admin Website: We're adding extra validation to several input fields. When typing invalid values for that field, a red outline or a yellow informational message will appear during input to prevent the user from submitting those values.
List of fields that will be validated:
 
Field Screen Location Validation
First and Last Name Card: Create and Profile Update
Admin: Create and Profile Update
Search: Card Search
50 character maximum
Amount Search: Card Search Under Card Limit
Allow comma, ex. 1,000.00
Card Number Search: Card Search Numbers Only
Group Name Card List
Create a new card order
50 character maximum
Password First Time Login
Card Profile Update
Admin Profile Update
Cannot contain spaces
Email Card: Create and Profile Update
Admin: Create and Profile Update
Ex. jane@example.com
Security Question First Time Login
Card Profile Update
Admin Profile Update
200 character maximum
Cannot begin or end with a space
Security Answer First Time Login
Card Profile Update
Admin Profile Update
95 character maximum
Cannot begin or end with a space
Transaction Notes Card Transaction Detail 200 character maximum
 
API Users: Submitting invalid values will result in a 4xx error.

List of fields that will be validated:
 
Field Endpoint Validation
First and Last Name POST /Business/Admin
PUT /Business/Admin/[Id]
50 character maximum
Amount POST /Business/OneTimeTransfer Numbers Only
2 decimal places, ex. 300.55
Group Name POST /Group
PUT /Group
PUT /Group/{id}
50 character maximum
Email POST /Business/Admin
PUT /Business/Admin/{Id}
POST /Business/Profile
POST /Card/CreateaSync
PUT /Card/Profile/{Id}
ex. jane@example.com
Transaction Notes POST /Note
PUT /Note
PUT /Note/{id}
200 character maximum
Start/End Dates GET /Details/AllCardholderTransactionCount
GET /Details/AllCardholderTransactions
GET /Details/TransactionDetails
GET /Details/TransactionDetails/{Id}
Dates cannot be in the future
Enhancement 2: Transaction History Data
Attention: Admins and API users

Transaction history is now limited to 12 months. When trying to access data older than 12 months, you will see an error message asking the user to contact Client Services. This will impact card transaction history, business transaction history (Account) and reports.

The following endpoints are restricted to the last 12 months:

GET /Details/AllCardholderTransactionCount
GET /Details/AllCardholderTransactions
GET /Details/TransactionDetails
GET /Details/TransactionDetails/{Id}

Card and Business statements are not restricted. You can continue to access the full history of statements.
Enhancement 3: Bug Fixes and Improvements List
Attention: Admin and API users

Summary of bug fixes and improvements for the Admin and Cardholder websites and API.
 
Bug Number Description
DEV-1056 Cosmetic updates to the HTML reports on Admin website: Reports.
DEV-1067 When creating a new group, the create new group name field should always be blank.
DEV-1199 When a 3rd party bank account is removed from the business profile, any automated transfer requests using that bank account will be deleted.
DEV-1248 Fixed issue where cards with status Closed were not returned during a card status search.
DEV-1316 API endpoint Card/Profile/{Id} returns a new field: CardholderSpendRuleId.
DEV-1377 If there are more than 500 cards issued, clicking on Card list will take the Admin to Search.
DEV-1379 Card search fields: Balance, Date Issued, Expiration Date and Date Last Used cannot be blank.
DEV-1457 Card search by 16 digit card number will only return 1 card record.
DEV-1513 When setting a new PIN, the field should always be blank.
DEV-1541 Security question now correctly displays on Admin portal.
DEV-1605 Below API endpoints return new field: MerchantId 
Details/AllCardholderTransactions                         
Details/TransactionDetails
Details/TransactionDetails/{id) 
DEV-1644 Fixed issue where Submit buttons had inconsistent color or font.
DEV-1681 Transaction details of a declined transaction show the authorization amount for that transaction. 
DEV-1683 Search by first and last name now return correct results when name contains special characters.
DEV-1700 Validation added to amount fields. The maximum limit is 10 characters. 
DEV-1748 Fixed amount values in the authorized amount vs settled amount report.
DEV-1762 Fixed export to Quickbooks or Xero using the Microsoft Edge browser.
Questions or comments about the release? Please email or call us at 1-866-685-1898.
 
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