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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 time (GMT +1) English Webinar : December 4, 3:00pm – 4:00pm, Paris time (GMT +). Presented by:

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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 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)


PARTNER WEBINAR December 2013

TagPay Version 4.0 Release: New Features and Functionalities

  • 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.

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Introduction
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…


PARTNER WEBINAR December 2013

TagPay Version 4.0 Release: New Features and Functionalities

  • 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


New administrative web interface
New administrative web interface

  • Intuitive

  • Expandable main menus

  • Pertinent submenus

  • Help button on all pages

  • Default homepage

  • Available in French and English


New administrative web interface1
New administrative web interface

  • Customizable landing page

  • Expandable sub menus

  • Adapts to screen size








New administrative web interface8
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








PARTNER WEBINAR December 2013

TagPay Version 4.0 Release: New Features and Functionalities

  • 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


Admin functions account adjustment with maker checker
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




PARTNER WEBINAR December 2013

TagPay Version 4.0 Release: New Features and Functionalities

  • 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


Admin functions improved settlement
Admin functions: Improved settlement

  • Selecting close date

  • Build invoices option

  • Amount due field




PARTNER WEBINAR December 2013

TagPay Version 4.0 Release: New Features and Functionalities

  • 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


Merchant groups
Merchant groups

  • Allows for:

    • Targeted remittances

    • Accounts dedicated to specific types of expenses

    • Allowances

    • Employee expense accounts

  • Optional parameter: replaces specific merchant dedicated accounts


PARTNER WEBINAR December 2013

TagPay Version 4.0 Release: New Features and Functionalities

  • 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


Agent hierarchy and float management
Agent hierarchy and float management

  • New transaction: Transfer between agents’ deposit accounts


Agent hierarchy and float management1
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


Agent hierarchy and float management2
Agent hierarchy and float management

Float management transaction via TP1600 apps


Agent hierarchy and float management3
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


PARTNER WEBINAR December 2013

TagPay Version 4.0 Release: New Features and Functionalities

  • 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


New and improved terminals
New and improved terminals

  • Beta integration of merchant TP1600 app

  • Ingenico models:

    • iWL220

    • iWL250

    • iWL Touch 280

  • Expected availability Q1 2014


New and improved terminals1
New and improved terminals

TP1600 PC application

  • Downloads and installs on computers

  • Registration of authorized computers


New and improved terminals2
New and improved terminals

  • TP1600 for iOS devices available on App Store


PARTNER WEBINAR December 2013

TagPay Version 4.0 Release: New Features and Functionalities

  • 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


Wrap up
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


Q&A

Submit questions or comments via private chat.

Tagattitude will address as many questions as possible.


Thank you
Thank you.

Thank you for your participation.

 Past webinars available in the TagPay Community Space (Password= TCE2011)


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