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COMMUNITY EMPOWERMENT Presents: TagPay Version 4.0 Release – Presenting new features and functionalities French Webinar: December 3, 3:00pm – 4:00pm, Paris.

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Presentation on theme: "COMMUNITY EMPOWERMENT Presents: TagPay Version 4.0 Release – Presenting new features and functionalities French Webinar: December 3, 3:00pm – 4:00pm, Paris."— Presentation transcript:

1 COMMUNITY EMPOWERMENT 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)

2 TagPay V4.0 Release: New Features and functionalities TagPay Version 4.0 Release: New Features and Functionalities PARTNER WEBINAR December 2013  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. ?

3 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…

4 TagPay V4.0 Release: New Features and functionalities TagPay Version 4.0 Release: New Features and Functionalities PARTNER WEBINAR December 2013  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

5 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

6 TagPay V4.0 Release: New Features and functionalities New administrative web interface Customizable landing page Expandable sub menus Adapts to screen size

7 TagPay V4.0 Release: New Features and functionalities New administrative web interface

8 TagPay V4.0 Release: New Features and functionalities New administrative web interface

9 TagPay V4.0 Release: New Features and functionalities New administrative web interface Client File

10 TagPay V4.0 Release: New Features and functionalities New administrative web interface Client File

11 TagPay V4.0 Release: New Features and functionalities New administrative web interface Client File

12 TagPay V4.0 Release: New Features and functionalities New administrative web interface Client File

13 TagPay V4.0 Release: New Features and functionalities New administrative web interface Client File Improved 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

14 TagPay V4.0 Release: New Features and functionalities New administrative web interface Client File

15 TagPay V4.0 Release: New Features and functionalities New administrative web interface Client File

16 TagPay V4.0 Release: New Features and functionalities New administrative web interface Client File

17 TagPay V4.0 Release: New Features and functionalities New administrative web interface

18 TagPay V4.0 Release: New Features and functionalities New administrative web interface

19 TagPay V4.0 Release: New Features and functionalities New administrative web interface

20 TagPay V4.0 Release: New Features and functionalities TagPay Version 4.0 Release: New Features and Functionalities PARTNER WEBINAR December 2013  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

21 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

22 TagPay V4.0 Release: New Features and functionalities Admin functions: Account adjustment with maker/checker Maker Interface

23 TagPay V4.0 Release: New Features and functionalities Admin functions: Account adjustment with maker/checker Checker Interface

24 TagPay V4.0 Release: New Features and functionalities TagPay Version 4.0 Release: New Features and Functionalities PARTNER WEBINAR December 2013  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

25 TagPay V4.0 Release: New Features and functionalities Admin functions: Improved settlement Selecting close date Build invoices option Amount due field

26 TagPay V4.0 Release: New Features and functionalities Admin functions: Improved settlement

27 TagPay V4.0 Release: New Features and functionalities Admin functions: Improved settlement

28 TagPay V4.0 Release: New Features and functionalities TagPay Version 4.0 Release: New Features and Functionalities PARTNER WEBINAR December 2013  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

29 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

30 TagPay V4.0 Release: New Features and functionalities TagPay Version 4.0 Release: New Features and Functionalities PARTNER WEBINAR December 2013  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

31 TagPay V4.0 Release: New Features and functionalities Agent hierarchy and float management New transaction: Transfer between agents’ deposit accounts

32 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

33 TagPay V4.0 Release: New Features and functionalities Agent hierarchy and float management Float management transaction via TP1600 apps

34 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: T1  T2: Free T2  T3: T3 pays a fee to T2 T3  T3: 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…

35 TagPay V4.0 Release: New Features and functionalities TagPay Version 4.0 Release: New Features and Functionalities PARTNER WEBINAR December 2013  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

36 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

37 TagPay V4.0 Release: New Features and functionalities New and improved terminals TP1600 PC application Downloads and installs on computers Registration of authorized computers

38 TagPay V4.0 Release: New Features and functionalities New and improved terminals TP1600 for iOS devices available on App Store

39 TagPay V4.0 Release: New Features and functionalities TagPay Version 4.0 Release: New Features and Functionalities PARTNER WEBINAR December 2013  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

40 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.

41 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.

42 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.


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