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V2021V2020.001005-1
Released April 2021January 2021

Enhancements

The following enhancements and fixes have been made to MyBridgePay in v2021v2020.001005-1
These changes are scheduled to deploy in to deploy to UAT/Cert by on Monday 41/2013/2021 and are and our currently targeted for production deployment the for production deployment the week of 51/0320/2021 prior to 6 am ET. 

Supported Browsers in MyBridgePay

The following browsers are supported in MyBridgePay when using the latest versions.

• Chrome

• MS Edge

• Firefox

MyBridgePay User Interface

Enhancements – User Details Form

Optional Role Grading for Merchant Group Custom Roles

New feature which allows custom fields optional security role grading to be created for merchant accounts to pass through with transactions and as returned data on the newly created Custom Fields Transaction List report. Custom fields can be applied to custom roles created by Resellers , and Sales Agents , and Merchant Groups for use by their respective Merchant Accounts.

Data transmitted as a custom field is stored in the MyBridgePay database for informational purposes only and is not transmitted to the processor with a transaction request for authorization.

Adding Custom Fields Permission Rights to Custom Roles 
Resellers and Sales Agents can create a custom role with custom fields permission rights enabled to create/edit/deactivate custom fields, or can add the new Custom Fields rights to existing custom user roles for use within their organization hierarchy. The Custom Fields Template will only appear in Account Management for those users that have roles with custom fields rights enabled. Custom fields can be created/edited/deactivated at the Reseller, Sales Agent, and Merchant Group organization levels.Please note: You do not need to create custom field roles to assign to users for processing transactions or reporting purposes. If custom fields are activated on a merchant account they are visible for all users with access to the Virtual Terminal and/or Reports modules.You can select the custom field permission rights to assign to a Reseller/Sales Agent/Merchant Group user role in the Admin module.Once a custom role has been created or modified to include the custom fields permission rights, simply assign it to an applicable user.Please Note: A user must first logout of MyBridgePay and then login again for the updated role assignment to take effect.

Creating/Editing Custom Fields
Resellers, Sales Agents, and Merchant Groups can create custom fields for use within their direct merchant group/merchant account hierarchy structures. The Custom Fields Template will only appear in Account Management for those users that have the proper permissions.To create a new custom field, click the “CREATE NEW CUSTOM FIELD” button, add a label name for the custom field (which will display on both the Virtual Terminal payment form and on the Custom Fields Transaction List report), and select the field type.One example of the custom field type options that can be created is displayed below, but the full list includes:

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• Text box with optional validators

• Drop down list display

• Check box

• List control box

• Radio button

Once the custom field has been created it will appear on the template where it can be activated by clicking the “Is Active” button. When a custom field is activated at the Reseller, Sales Agent, or Merchant Group level, it will be activated for all merchant accounts within that respective organizational hierarchy grouping. Conversely, if deactivated at a particular organization level, the deactivation will also occur for all merchant accounts within that organizational grouping.Example use case: Custom fields activated/deactivated at the merchant account level will only affect that merchant account, however if a custom field is activated or deactivated at the merchant group level, then all merchant accounts within that merchant group will be affected. You can always make changes at the merchant account for individualized settings, but please note that any changes made at the merchant group, sales agents, or reseller level will update all merchant accounts within the respective organizational structure.The purpose of activation/deactivation at anything above the merchant account organization level is to allow for mass activations/deactivations which is time efficient for large merchant groups that want all settings to be uniform and applied across most or all of their merchant accounts at one time.Display on Receipts OptionUp to 3 custom fields can be activated to display on the bottom portion of the Virtual Terminal receipts. This is an optional setting and does not prevent the custom field from displaying on the Virtual Terminal payment form or Custom Fields Transaction List http://report.To enable a custom field to display on transaction receipts, just click on the check box.Custom Fields on the Virtual Terminal Payment Form and ReceiptsOnce a custom field has been activated it will be visible on the Virtual Terminal payment form and if enabled to display on receipts, it will appear on the bottom portion of the Virtual Terminal transaction receipt just below the approval code.An example of two customs fields displayed on the payment form is shown below. One was created using a radio button field type, and the other using a text entry field type.Once a transaction with custom fields has been processed that receipt will display. Custom Fields Transaction List ReportOnce a custom field has been activated it will be visible on the Custom Field Transaction List report, both in the UI grid display and on the export file formats. This report has been modeled on the original Transaction List report.Please Note: The UI grid display has at this time been limited to display only up to 5 activated custom fields, however the report export file formats will display all activated custom fields for a merchant account and/or merchant group level report.The custom fields report is best displayed at a merchant account level, but is available for merchant group reporting as well.UI grid display format:Excel export file format:Fixes/Minor Enhancements The following defects and minor enhancements were included in v2021.001 of MyBridgePay

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for the “Merchant Group User” type. Role grading allows the merchant group user’s custom role to have a user security grading setting that ranks the role from 1 (highest access) to 99 (lowest access).

Merchant Group users assigned a custom role may only create and manage roles of other merchant group users with the same grade ranking or lower. Multiple custom roles can be created with the same role grading number.

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Role graded custom roles can exist in combination with non-graded custom roles, but is not recommended.

To enable the role grading security feature to function on applicable role graded custom roles for merchant group users, the “Use Role Grading” button must be enabled on the Merchant Group account.

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Please Note: If role-graded custom roles are being used in combination with non-graded custom roles, the non-graded custom roles will be applicable to all merchant group users regardless of any graded custom roles assigned to the user.

Example of usage:

If two custom roles are created and assigned a role-grade:

• Merchant Group Admin – 1

• Merchant Group Supervisor – 2

A user assigned the Merchant Group Supervisor role will not be able to assign, create, edit, activate, or deactivate users with the Merchant Group Admin custom role.
 

Hide System Roles Feature for Merchant Groups and Merchant Accounts

New feature which allows the default system roles to be hidden from the Roles select list when creating and managing merchant group and merchant account users. When enabled, only the custom roles created by Resellers and Sales Agents will be displayed and available for selection.

The setting is located on the Business Info form.

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Time on Receipts are Displayed in Local Time Zone of the Merchant Account

Updated the time on receipts to now display the Merchant’s local time using the configured “Time Zone” setting on a Merchant Account (located on the Business Info form).
 

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New Dashboard Report Charts

Added two new report charts to the dashboard, Card Entry Method and Card Present vs. Card Not Present.

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• Card entry method – breaks down the entry method used to process credit and debit card transactions.

• CP vs CNP – breaks down the volume of card present and card not present transactions processed.

 
Fixes / Minor Enhancements

The following defects and minor enhancements were included in v2020.005-1 of MyBridgePay

• The Merchant’s local time displays on the Transaction Details popup, based on the “Time Zone” configured on the Business Info form for the Merchant Account.

• The Batch ID search feature can now be used on Batch Summary reports.

• Moved the Zip Code field under the Street Address field on the Virtual terminal payment form to improve entry flow.

• Removed the Street Address and Zip Code fields from displaying when using PAX devices to process a transaction on the Virtual Terminal payment form.

• Removed the Service Fee field from displaying on the Virtual Terminal payment form when using PAX devices and the Augusta device to process a transaction.

• Improved the clear function to include resetting both search results and search filters from the ‘Find Payment Method’ window in the Recurring Billing module.

• Modified the behavior of service fees configured on a merchant account to display only when a user checks "Use Manual Entry Form for This Transaction” if a PAX device is configured and defaulted Enabled the Convenience Fee field to display (when configured) on the Virtual Terminal payment form when using PAX devices and the Augusta device to process a transaction.

• Moved the Date/Time column to the first column position on the Batch Management module’s Unsettled and Settled tabs grid display. This corresponds to the default sort order set to the Date/Time column.

• Moved the Date/Time column to the first column position on Advanced Search and on the following reports: Sales, Declines, Transaction List, and Batch Detail. This corresponds to the default sort order set to the Date/Time column.

• Improved the hover verbiage on the ‘Vault’ icon of Virtual Terminal receipt to display as “Add to Wallet.”

• Expanded transaction field validation on the Virtual Terminal payment form to include the Zip Code, Invoice Number, PO Number, and Customer ID fields.

• Enhanced the data display in the report export file formats for numeric and dollar values as a custom formatted column rather than the current generic format. This allows export report files to retain their numeric formulas as they are displayed in the UI report grids.

• Improved the export file format to retain customized display options made to the grid display in the output file when columns are hidden or reorganized in both the Find Transactions/Advanced Search and ReportingImprove the error message displayed when Blind Refunds are attempted on a Merchant Account that does not have the ability to process Blind Refunds.

• Updated the “Revert Template” function in the WebLINK Configuration to immediately display changes.

• Improved the look of the “Payment type breakdown” donut charts on the Dashboard.

• Removed the “Undo Changes” icon from displaying for a confirmed transaction in Batch Management Unsettled.

• Improved the line graph display on the dashboard by compacting the data points displayed for 30 day reports to display every 5 days, and using a 10-day data point display for reports with ranges of 60 or more days.

• Improved the dashboard display interface with updated background, color scheme, and graphics.