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

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. ?


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…




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

• Intuitive• Expandable main menus• Pertinent submenus• Help button on all pages• Default homepage• Available in French and English



• Customizable

landing page

• Expandable sub

menus

• Adapts to screen

size







Client File



Client File



Client File



Client File



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



Client File



Client File



Client File










Introduction

New administrative web interfaceAdmin functions: Account adjustment

with maker/checker Admin functions: Improved settlement

Merchant groups



Q&A and Wrap-up


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



Maker Interface



Checker Interface




Introduction



Admin functions: Improved settlement Merchant groups



Q&A and Wrap-up



• Selecting close date• Build invoices option• Amount due field








Introduction




Merchant groups Agent hierarchy and float management


Q&A and Wrap-up


Merchant groups

• Allows for:– Targeted remittances – Accounts dedicated to specific types of expenses– Allowances – Employee expense accounts

• Optional parameter: replaces specific merchant dedicated accounts




Introduction




Merchant groups

Agent hierarchy and float management New and improved terminals

Q&A and Wrap-up



• New transaction: Transfer between agents’ deposit accounts



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



Float management transaction via TP1600 apps



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…




Introduction




Merchant groups


New and improved terminals Q&A and Wrap-up



• Beta integration of merchant TP1600 app

• Ingenico models:– iWL220– iWL250 – iWL Touch 280

• Expected availability Q1 2014



TP1600 PC application• Downloads and

installs on computers

• Registration of authorized computers



• TP1600 for iOS devices available on App Store




Introduction




Merchant groups



Q&A and Wrap-up


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.


Q&A

Submit questions or comments via private chat.

Tagattitude will address as many questions as possible.


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

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

Documents

new features

tagpay v4

functionalities tagpay

float management new

wrapup slide

english slide

functionalities french

screen size slide