Invapay  Rolling Demo V2 0409
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Invapay Rolling Demo V2 0409

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Invapay Portal Demonstration

Invapay Portal Demonstration

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Invapay  Rolling Demo V2 0409 Invapay Rolling Demo V2 0409 Presentation Transcript

  • the business payment network
    • Provides Purchase Card Acceptance to:
      • Small and Ad-Hoc Vendors
      • One Time Only Vendors
      • Non card accepting Vendors
    • Provides VGIS / L3 Line Item Details
    • Web Based Exchange
      • Vendors can be invited to join online
    • Invapay = Master Merchant
      • Accept Card Payment from Buyers
      • Pay Vendors via BACS / WIRE etc.
    Introduction Introduction Invapay – the business payments network
  • Overview Screen
    • Log On – Requires
    • User Name
    • Password
    • Random Character from Password
    Vendors can Apply Online
  • Overview Screen Colour Coded – quick category view Filtered - input a few letters / numbers Sorted with Column Headers Transactions Listed in Date Order
  • Overview Screen Main Menu - With Drop Down Options
  • Overview Screen
    • Filtered by Category
    • All Transactions
    • Live – Requiring Actions
    • Processed
    • Rejected
  • Overview Screen
    • Filtered by Date Range
    • Select Start and End Dates
    • Pop up Calendars
    • Vendors are visible to Corporates
      • If Vendor is not from a blocked category
    • Vendors can raise quotes
      • Effective Procurement Tool
        • Buyers sourcing special requirement one off purchases and looking for best price
        • Vendors submit quotes
        • Buyers Accept / Reject
    • Buyers can raise orders with Vendors
    Buyer / Vendor Transactions Buyer / Vendor Transactions
  • Buyer – Create Order Buyer – Create Order
  • Buyer – Create Order Select Vendor Name / Trade Category etc. as Search Criteria
  • Buyer – Create Order Select Vendor
  • Buyer – Create Order Screen Layout
  • Top section Buyer – Create Order Vendor and Buyer Details
  • Bottom section Buyer – Create Order Comments Section – Messaging Facility between Vendor and Buyer Line Item Input – Including: Description, Code, Discount and Tax / VAT Budget / Cost Code input - Transferred to P Card Customer Reference field
  • Buyer – Create Order Bottom section Data input: Including Comment, Budget / Cost Code and Line Details
  • Buyer – Create Order Buyers Default Payment Card Automatically Shown Option to select from other Payment Cards Buyer Selects Card
  • Buyer – Create Order Selected Card Details Buyer Saves Order
  • Buyer – Create Order New Order listed in Buyer Overview
  • Vendor - Accept Order New Order listed in Vendor Overview
  • Vendor - Accept Order Vendor Accepts (or Rejects) Order
  • Vendor - Accept Order Order Process Complete
    • Corporate Invitation
    • One Time Only and Ad-hoc Vendors can represent over 30% of total vendors
      • Once a suitable vendor is found, if not already on Invapay, then Buyer can invite Vendor to join
      • Raise an Order held for Inactive Vendor
      • Vendor can accept invitation and receive order immediately
    • Process called “Order No Vendor”
    Create Vendor Account Create Vendor Account
  • Create Order – No Vendor Buyer – Create Order – No Vendor
  • Create Order – No Vendor Screen Layout
  • Create Order – No Vendor Top section Normal Order screen but with no Vendor details
  • Create Order – No Vendor Top section Buyer enters Vendor details – including email address
  • Create Order – No Vendor Bottom section Buyer enters Order details Buyer adds a comment – where required
  • Create Order – No Vendor Buyer Selects Card Activation Code visible to Buyer – but not Vendor
  • Create Order – No Vendor Buyer Saves Order Selected Card Details
  • Create Order – No Vendor New Order listed in Buyer Overview
  • Vendor - Invitation Additional Security Feature: Vendor obtains Activation Code from Buyer Includes Activation Link Vendor receives Invitation email from buyer
  • Vendor - Registration Vendor Activates Link
  • Vendor - Registration Enters Activation Key
  • Vendor - Registration Screen Layout
  • Vendor - Registration Top section Basic Vendor Data previously entered by Buyer Vendor Completes Registration Data
  • Vendor - Registration Bottom section Vendor Completes Registration Data
  • Vendor - Registration Vendor Registration Confirmed Vendor can now Log on
  • Vendor - Accept Order New Order listed in Vendor Overview
  • Vendor - Accept Order Vendor Accepts (or Rejects) Order
  • Vendor - Accept Order Order Process Complete
    • Corporate Invitation
    • Corporates may have many ad-hoc Vendors who don’t accept cards
    • Spreadsheet Template available to allow bulk upload of Vendor Details
    • Vendors sent activation emails
    • Corporate activates Vendor account
    Upload - Vendor Details
  • Upload - Vendor Details Corporate – Vendor Management List
  • Upload - Vendor Details Download Template MS Excel spreadsheet Upload spreadsheet Browse to select file
  • Upload - Vendor Details Select Vendors to receive email Invites (Activation Links)
    • Send email Notifications
    • Vendors use Activation Link to Register
    • Security / Credit Check (KYC)
    • Invapay can accept electronic uploads
      • Corporate Purchase Orders
      • Vendor Invoices
    • Multiple formats linked via Buyer ID
    • Default card required
    • Payments processed on import
    Upload – Orders / Invoices
    • Invapay provides administrative control
    • Corporate Admin can set up:
      • Buyers
      • Lodge Cards / Buyer Cards
      • Buyer Spend Limits
      • Buyer Payment Authorisation options
      • Blocked Vendor Categories
    Invapay - Controls
  • Invapay - Controls Authorisation Options
    • Buyer Spend Limits (Separate to Card Limits)
    • Per Transaction
    • Daily
    • Weekly
    • Monthly
    • Vendor Category Blocking
    • Selected at:
    • Corporate level
    • Individual Buyer level
    • Invapay provides expenditure control
    • Full Line Item Detail
    • Budget / Cost code data attached to Order
    • Export individual Orders / Invoices
    • Export Order / Invoice data spreadsheets
    • Spend by Buyer Reports
    • Spend by Merchant Reports
    Invapay - Controls
    • User-friendly online payment exchange
    • Payment Options
      • P Cards, Direct Credit, E Wallet, BACS etc.
    • Trade Categories can be blocked
    • Quotes optional
    • Buyer spend limits
      • Transaction / Day / Week / Month
    • Place orders with Vendors not yet registered and invite to join
    • Vendors – no fees to join
    Invapay - Summary Invapay – the business payments network
  • Sid Vasili [email_address] 68 Lombard Street London EC3V 9LJ www.invapay.com Invapay - Contact