TGA Business Services (previously eBS)
Financial role
Our clients. Our focus.
1
TGA Business Services – financial role overview
The new capabilities and functions for
drafters and submitters using our...
Overview - payment
steps
2
Dashboard
View all invoices
Make a full
payment
View invoice
Payment details
Payment
Successful...
Client’s personal view
An example of the view with all roles
1. The news feed is custom for each role
2. View my organisat...
Financial dashboard
4
In a Financial role, the view will
show:
1. The most recent Invoices
2. A link to View all invoices
...
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
pa...
6
This screen shows:
• Unpaid invoices
• How many invoices
are due
View outstanding
invoices
Our clients, our focus
You can search invoices by:
1. Search box
Or the following date filters:
2. Show me
– Last month
– Last 3 months
– Previou...
Making a payment
When making a payment
1. The Amount, Invoice
and Reference are all
pre-populated.
2. You need to enter:
–...
The future
9
This is the first upgrade to the system
- more improvements are planned.
Our clients, our focus
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Tga business services - financial role presentation

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View this presentation for information on:

• An overview of the site
• A client's personal view
• The site design
• Financial role specific information

Published in: Government & Nonprofit
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  • 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.
  • Tga business services - financial role presentation

    1. 1. TGA Business Services (previously eBS) Financial role Our clients. Our focus.
    2. 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. 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. 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 3 1 2 3 4 5 Our clients, our focus
    5. 5. Financial dashboard 4 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. 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 5 2 1 3 Our clients, our focus
    7. 7. 6 This screen shows: • Unpaid invoices • How many invoices are due View outstanding invoices Our clients, our focus
    8. 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 7 View paid invoices 1 2 3 Our clients, our focus
    9. 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 8 1 2 Our clients, our focus
    10. 10. The future 9 This is the first upgrade to the system - more improvements are planned. Our clients, our focus

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