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Isabelle Berner (Tagattitude Head of Marketing) &

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Presentation on theme: "Isabelle Berner (Tagattitude Head of Marketing) &"— Presentation transcript:

1 Isabelle Berner (Tagattitude Head of Marketing) &
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 ? Introduction Presentation of TagPay Version 4.0 Q&A and Wrap-up
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 New administrative web interface
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 New administrative web interface
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 New administrative web interface
Intuitive Expandable main menus Pertinent submenus Help button on all pages Default homepage Available in French and English

6 New administrative web interface
Customizable landing page Expandable sub menus Adapts to screen size

7 New administrative web interface

8 New administrative web interface

9 New administrative web interface
Client File

10 New administrative web interface
Client File

11 New administrative web interface
Client File

12 New administrative web interface
Client File

13 New administrative web interface
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 Client File

14 New administrative web interface
Client File

15 New administrative web interface
Client File

16 New administrative web interface
Client File

17 New administrative web interface

18 New administrative web interface

19 New administrative web interface

20 Admin functions: Account adjustment with maker/checker
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 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 Admin functions: Account adjustment with maker/checker
Maker Interface

23 Admin functions: Account adjustment with maker/checker
Checker Interface

24 Admin functions: Improved settlement
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 Admin functions: Improved settlement
Selecting close date Build invoices option Amount due field

26 Admin functions: Improved settlement

27 Admin functions: Improved settlement

28 Merchant groups Introduction New administrative web interface
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 Optional parameter: replaces specific merchant dedicated accounts
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 Agent hierarchy and float management
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 Agent hierarchy and float management
New transaction: Transfer between agents’ deposit accounts

32 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 Agent hierarchy and float management
Float management transaction via TP1600 apps

34 Agent hierarchy and float management
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… 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

35 New and improved terminals
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 New and improved terminals
Beta integration of merchant TP1600 app Ingenico models: iWL220 iWL250 iWL Touch 280 Expected availability Q1 2014

37 New and improved terminals
TP1600 PC application Downloads and installs on computers Registration of authorized computers

38 New and improved terminals
TP1600 for iOS devices available on App Store

39 Q&A and Wrap-up Introduction New administrative web interface
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 Want to upgrade your platform?
Wrap up Admin New web interface Account adjustments with maker/checker Batch invoice generation on settlement Enhanced velocity checking Want to upgrade your platform? Contact Tagattitude for details on upgrade pricing, requirements, and installation delays. Merchant/ Agent Merchant groups Agent float management & hierarchy Terminals TP1600 for Ingenico (Beta) TP1600 PC application TP1600 iOS application

41 Submit questions or comments via private chat.
Q&A Submit questions or comments via private chat. Tagattitude will address as many questions as possible.

42 Thank you for your participation.
 Past webinars available in the TagPay Community Space (Password= TCE2011) TOPICS V3.2 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


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