Receipt Manager
Bluepoint Solutions is the premier provider of a powerful set of transaction tools that offer financial institutions the ability to warehouse all information, including everything presented or captured at the teller window. Receipt Manager (RM) produces an electronic image of every client transaction, then stores receipts instantly and makes them available to any authorized employee from any location.
Working alongside your core processor functions at the teller window, the software is easy to learn and use. Once each core transaction is complete, Receipt Manager launches automatically. The teller can capture client signatures and identification, print receipts and research past transactions. Teller balancing is performed continuously, which reduces employee overtime associated with end-of-day balancing.
Receipt Manager continuously indexes the institution’s daily work. It is built around a powerful search engine that gives you instant access to client transaction data using an unprecedented number of search variables. Furthermore, it supports business intelligence gathering, allowing you to quickly identify opportunities and help you make effective management and marketing decisions in record time.
Benefits
- Boosts employee productivity by speeding up transaction research and automating teller balancing
- Improves response time to clients by allowing records to be retrieved from any location and printed on demand
- Supports management decisions through an array of business intelligence, such as peak business times and client behavior profiles.
- Stores all transaction history with backups in place to aid in disaster recovery
- Saves paper, storage, space and time performing searches
- Enhances security through signature comparisons
- Eliminates back office research and delays
- Maintains 100% transaction integrity when RDC Teller is added to the desktop
Features
- Produces instant electronic receipt images of every transaction
- Captures clients’ electronic signatures as part of the transaction
- Launches automatically during each transaction
- Stores data efficiently and is fully integrated with other
- Bluepoint Solutions software modules
- Indexes transaction data using over 30 different variables
- Utilizing a powerful search engine, retrieves receipts and compiles data from any location
- Builds custom reports for your institution
- Integrates seamlessly with your core processor at the teller station
- Researches in real-time by any authorized employee
- Simple and easy to learn
- Teller prompts
- Marketing notes
- Electronic cash drawer plus automatic denomination tracking
Better Receipt Storage and Handling
Receipt Manager captures each transaction directly from your core processor and creates a printable receipt customized to your specification. Receipts can be printed for the account holder immediately, while you ”file” the electronic receipt into a searchable database that is available enterprise-wide. This reduces need for physical storage space and labor spent on manual filing.
Streamlines Teller Balancing
At the end of each transaction, Receipt Manager is automatically launched and, in addition to producing a receipt, has the ability to prompt the teller to verify transaction information at the point of presentment. Because of these quality checks and the instantaneous creation of a transaction record, tellers can easily identify and research balance discrepancies, thus avoiding the typical end-of-day bottleneck.
Effortless Research and Client Response
Receipt Manager, used with the RM Research module, provides extremely fast, easy and powerful research tools with years of receipt data history, including shared branch transactions, available from anywhere in your organization. This means convenient, flexible, responsive service, while increasing your productivity.
Provides Business Intelligence
By providing specific, searchable data for each transaction, you can pull many operations reports on the fly with Transaction Manager, using such criteria as time of day, transaction amount, number of items per transaction, teller or group ID, branch, and more. This information is vital for basing business decisions on exact levels, times and types of business. Your ability to make targeted changes in hours of operation and staffing, and in pursuing new branch opportunities will show results on your bottom line.
Meshes Seamlessly with Bluepoint’s Check 21 and Electronic Document Management Solutions
Receipt Manager works perfectly on its own, bringing you day-to-day savings in time, frustration, paper, and storage space. Pair it with Check 21, and you gain the ability to capture check transactions in the same seamless workflow. Add our electronic document management solution, and you create a fully client-centered information system that expands your access to all account documents.
