View this presentation for information on:
• An overview of the site
• A client's personal view
• The site design
• Financial role specific information
2. 1
TGA Business Services – financial role overview
The new capabilities and functions for
drafters and submitters using our new
TGA Business services
Our clients, our focus
• Overview – payment steps
• Client’s personal view
• Site design
• Financial role specific information
3. Overview - payment
steps
2
Dashboard
View all invoices
Make a full
payment
View invoice
Payment details
Payment
Successful
Part Payment Print Invoice
Our clients, our focus
4. Client’s personal view
An example of the view with all roles
1. The news feed is custom for each role
2. View my organisation
3. Drafters / Submitters see Work in Progress
4. Financial users see Invoices
5. All users see Interaction history
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Our clients, our focus
5. Financial dashboard
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In a Financial role, the view will
show:
1. The most recent Invoices
2. A link to View all invoices
3. Actions drop down menu, with
links to:
– make a payment
– view an invoice
1 2
3
Our clients, our focus
6. View invoice
This screen allows you to:
1. View a tax invoice
2. Print a tax invoice
3. Enter in a full payment or part
payment amount
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2
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Our clients, our focus
7. 6
This screen shows:
• Unpaid invoices
• How many invoices
are due
View outstanding
invoices
Our clients, our focus
8. You can search invoices by:
1. Search box
Or the following date filters:
2. Show me
– Last month
– Last 3 months
– Previous financial year
3. Custom Dates
– From and To
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View paid invoices
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Our clients, our focus
9. Making a payment
When making a payment
1. The Amount, Invoice
and Reference are all
pre-populated.
2. You need to enter:
– Credit card number
– CCV
– Expiry date
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Our clients, our focus
10. The future
9
This is the first upgrade to the system
- more improvements are planned.
Our clients, our focus
Editor's Notes
In a Financial role, your dashboard will also show you how to:
- Make a payment
- View invoice
Here you can view or print a tax invoice, then it will take you to the next slide….
And you can view Outstanding invoices
And also view Invoice history (including Annual charges)
You can also search invoices by date, date-range, invoice number, total amount and description.
H
The amount, Invoice and ref are all pre-populated to help with invoice matching and to avoided part payments and over payments.
ere, you can input your credit card details.
This is the first upgrade to the system - More releases are planned.
- These examples are just some of the new capabilities in Release one.
- We will update you shortly on our next release, but I can tell you that we are looking into introducing Secure Information Exchange, and we will also be looking at any other feedback we have from our user testing to enhance our service.