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COMMUNITY EMPOWERMENT Presents :

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 :

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  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. 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. ?

  3. 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. 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

  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. 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

  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. 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

  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. 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

  29. 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. 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

  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 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. 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

  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. 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

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

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

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