community empowerment presents: tagpay version 4.0 release – presenting new features and...
TRANSCRIPT
C O M M U N I T Y E M P O W E R M E N T
Presents:
TagPay Version 4.0 Release –
Presenting new features and functionalities
French Webinar: December 3, 3:00pm – 4:00pm, Paris time (GMT +1)
English Webinar: December 4, 3:00pm – 4:00pm, Paris time (GMT +)
Presented by: Isabelle Berner (Tagattitude Head of Marketing) & Charles Ozanne (Tagattitude Director of Projects)
TagPay V4.0 Release: New Features and functionalities
TagPay Version 4.0 Release: New Features and Functionalities
P A R T N E R W E B I N A R D e c e m b e r 2 0 1 3
Introduction
Presentation of TagPay Version 4.0
Q&A and Wrap-up
Submit questions or comments via private chat throughout the presentation and Tagattitude will address questions and comments submitted during the Q&A session at the end. ?
TagPay V4.0 Release: New Features and functionalities
Introduction
What’s new in V4.0?• New administrative web interface• Admin functions: Account adjustment with
maker/checker• Admin functions: Improved settlement• Merchant groups• Agent hierarchy and float management• New and improved terminals
And much more…
TagPay V4.0 Release: New Features and functionalities
TagPay Version 4.0 Release: New Features and Functionalities
P A R T N E R W E B I N A R D e c e m b e r 2 0 1 3
Introduction
New administrative web interface Admin functions: Account adjustment with maker/checker
Admin functions: Improved settlement
Merchant groups
Agent hierarchy and float management
New and improved terminals
Q&A and Wrap-up
TagPay V4.0 Release: New Features and functionalities
New administrative web interface
• Intuitive• Expandable main menus• Pertinent submenus• Help button on all pages• Default homepage• Available in French and English
TagPay V4.0 Release: New Features and functionalities
New administrative web interface
• Customizable
landing page
• Expandable sub
menus
• Adapts to screen
size
TagPay V4.0 Release: New Features and functionalities
New administrative web interface
TagPay V4.0 Release: New Features and functionalities
New administrative web interface
TagPay V4.0 Release: New Features and functionalities
New administrative web interface
Client File
TagPay V4.0 Release: New Features and functionalities
New administrative web interface
Client File
TagPay V4.0 Release: New Features and functionalities
New administrative web interface
Client File
TagPay V4.0 Release: New Features and functionalities
New administrative web interface
Client File
TagPay V4.0 Release: New Features and functionalities
New administrative web interface
Client FileImproved Velocity checking:
Two sets of limits: Open accounts & Initiated/Pending accounts
3 periods defined at platform level
4 limits: Debit, Credit, Cash-in, Cash-out
TagPay V4.0 Release: New Features and functionalities
New administrative web interface
Client File
TagPay V4.0 Release: New Features and functionalities
New administrative web interface
Client File
TagPay V4.0 Release: New Features and functionalities
New administrative web interface
Client File
TagPay V4.0 Release: New Features and functionalities
New administrative web interface
TagPay V4.0 Release: New Features and functionalities
New administrative web interface
TagPay V4.0 Release: New Features and functionalities
New administrative web interface
TagPay V4.0 Release: New Features and functionalities
TagPay Version 4.0 Release: New Features and Functionalities
P A R T N E R W E B I N A R D e c e m b e r 2 0 1 3
Introduction
New administrative web interfaceAdmin functions: Account adjustment
with maker/checker Admin functions: Improved settlement
Merchant groups
Agent hierarchy and float management
New and improved terminals
Q&A and Wrap-up
TagPay V4.0 Release: New Features and functionalities
Admin functions: Account adjustment with maker/checker
• Move funds between accounts:– Agent deposit account– Client reserve account– Client dedicated account– Merchant account– Platform fees account
• Maker/Checker mechanism used– Defined in admin COS
TagPay V4.0 Release: New Features and functionalities
Admin functions: Account adjustment with maker/checker
Maker Interface
TagPay V4.0 Release: New Features and functionalities
Admin functions: Account adjustment with maker/checker
Checker Interface
TagPay V4.0 Release: New Features and functionalities
TagPay Version 4.0 Release: New Features and Functionalities
P A R T N E R W E B I N A R D e c e m b e r 2 0 1 3
Introduction
New administrative web interface
Admin functions: Account adjustment with maker/checker
Admin functions: Improved settlement Merchant groups
Agent hierarchy and float management
New and improved terminals
Q&A and Wrap-up
TagPay V4.0 Release: New Features and functionalities
Admin functions: Improved settlement
• Selecting close date• Build invoices option• Amount due field
TagPay V4.0 Release: New Features and functionalities
Admin functions: Improved settlement
TagPay V4.0 Release: New Features and functionalities
Admin functions: Improved settlement
TagPay V4.0 Release: New Features and functionalities
TagPay Version 4.0 Release: New Features and Functionalities
P A R T N E R W E B I N A R D e c e m b e r 2 0 1 3
Introduction
New administrative web interface
Admin functions: Account adjustment with maker/checker
Admin functions: Improved settlement
Merchant groups Agent hierarchy and float management
New and improved terminals
Q&A and Wrap-up
TagPay V4.0 Release: New Features and functionalities
Merchant groups
• Allows for:– Targeted remittances – Accounts dedicated to specific types of expenses– Allowances – Employee expense accounts
• Optional parameter: replaces specific merchant dedicated accounts
TagPay V4.0 Release: New Features and functionalities
TagPay Version 4.0 Release: New Features and Functionalities
P A R T N E R W E B I N A R D e c e m b e r 2 0 1 3
Introduction
New administrative web interface
Admin functions: Account adjustment with maker/checker
Admin functions: Improved settlement
Merchant groups
Agent hierarchy and float management New and improved terminals
Q&A and Wrap-up
TagPay V4.0 Release: New Features and functionalities
Agent hierarchy and float management
• New transaction: Transfer between agents’ deposit accounts
TagPay V4.0 Release: New Features and functionalities
Agent hierarchy and float management
Advantages:• Agents can manage their float autonomously• Enables agent hierarchies with new
management/business rules• Agent ranks allow hierarchy based
fee/commission structure• Agent groups allow agent-to-agent
transactions to be segmented by group
TagPay V4.0 Release: New Features and functionalities
Agent hierarchy and float management
Float management transaction via TP1600 apps
TagPay V4.0 Release: New Features and functionalities
Agent hierarchy and float management
Example Hierarchy: 3 levels of agent rank
Fees based on relative rank:
• T1T2: Free
• T2T3: T3 pays a fee to
T2
• T3T3: Free
Group:
• Local agents 1-3 can only
transact with eachother
and with Traveling agent
1
Bank branch/head
agent
Traveling agent 1
Local agent 1
Local agent 2
Local agent 3
Traveling agent 2
Local agent 4
Local agent 5
Traveling agent 3
Local agent 6
Local agent 7
Local agent n…
TagPay V4.0 Release: New Features and functionalities
TagPay Version 4.0 Release: New Features and Functionalities
P A R T N E R W E B I N A R D e c e m b e r 2 0 1 3
Introduction
New administrative web interface
Admin functions: Account adjustment with maker/checker
Admin functions: Improved settlement
Merchant groups
Agent hierarchy and float management
New and improved terminals Q&A and Wrap-up
TagPay V4.0 Release: New Features and functionalities
New and improved terminals
• Beta integration of merchant TP1600 app
• Ingenico models:– iWL220– iWL250 – iWL Touch 280
• Expected availability Q1 2014
TagPay V4.0 Release: New Features and functionalities
New and improved terminals
TP1600 PC application• Downloads and
installs on computers
• Registration of authorized computers
TagPay V4.0 Release: New Features and functionalities
New and improved terminals
• TP1600 for iOS devices available on App Store
TagPay V4.0 Release: New Features and functionalities
TagPay Version 4.0 Release: New Features and Functionalities
P A R T N E R W E B I N A R D e c e m b e r 2 0 1 3
Introduction
New administrative web interface
Admin functions: Account adjustment with maker/checker
Admin functions: Improved settlement
Merchant groups
Agent hierarchy and float management
New and improved terminals
Q&A and Wrap-up
TagPay V4.0 Release: New Features and functionalities
Wrap up
Admin
• New web interface• Account adjustments with
maker/checker• Batch invoice generation on settlement• Enhanced velocity checking
Merchant/ Agent
• Merchant groups• Agent float management &
hierarchy
Terminals• TP1600 for Ingenico (Beta)• TP1600 PC application• TP1600 iOS application
Want to upgrade your platform?
Contact Tagattitude for details on upgrade pricing, requirements, and installation delays.
TagPay V4.0 Release: New Features and functionalities
Q&A
Submit questions or comments via private chat.
Tagattitude will address as many questions as possible.
TagPay V4.0 Release: New Features and functionalities
Thank you for your participation.
Past webinars available in the TagPay Community Space (Password= TCE2011)
Thank you.
TOPICSV3.2 Release: New functionalities, improvements, and their implications
Agent Focus: Agent management, functioning, and best practices
Client Money Transfer: Managing the channels and types of transfer
V3.3 release: New functionalities, improvements, and their implications
TagPay Business models: Tools and strategies to structure your fees and commissions
V3.4 release: New functionalities, improvements, and their implications