Viewing reports in Microsoft Excel To view Accounting Plus reports
PRIVATE & CONFIDENTIALACTRAC © Tradecert.com 2013 Accounting & Tracking (Actrac) •Chamber &...
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PRIVATE & CONFIDENTIAL
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© Tradecert.com 2013
www.tradecert.com
• Introduction• Highlights• Certification System• Client Relationship Manager• Reporting• Accounting & Tracking (Actrac)• Other Features
© Trade Cert Ltd 2018
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INTRODUCTION
© Tradecert.com 2013
essCert partners with organisations worldwide, such as Chambers of Commerce, Freight Forwarders & Exporters, to deliver on-line document
certification in an efficient and compliant manner.
Using our expertise we deliver cost-saving, innovative and user-friendly services to our clients.
By listening to the needs of our clients, essCert transforms the manual process of certifying documents into a fast, flexible and easy to use on-line
platform!
www.tradecert.com
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HIGHLIGHTS
© Tradecert.com 2013The essCert difference
One Click
Hub/Agent Module
Accounting & Tracking
Client Payments System
Online verification system for Customs & other Authorities
www.tradecert.com
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© Trade Cert Ltd 2018
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© Tradecert.com 2013
CERTIFICATION SYSTEM
www.tradecert.com
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CERTIFICATION
© Tradecert.com 2013
www.tradecert.com
COMPLETE THE ONLINE FORM & SUBMIT TO CHAMBER
CLIENT SELECTS DOCUMENT TYPE FROM DROP DOWN LIST
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CERTIFICATION
© Tradecert.com 2013
www.tradecert.com
CHAMBER ACTIVE APPLICATIONS PAGE
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CERTIFICATION
© Tradecert.com 2013
www.tradecert.com
On Screen Review of Applications
• Work entirely on-screen
• One click Approve or Reject
• View & Approve attachments online
• Chamber edit of applications
• Complete audit trail
• View client registration form & signature(s) while in theapplication
• View client notes & other saved documents while in theapplication
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CERTIFICATION
© Tradecert.com 2013
Certifying an Attachment
• Client can attach any common file type in either portrait or landscape format
• One click stamp placement
• Rotating stamp for landscape documents
• View authorised signatories while in the attachment
• Signature Authentication & Continuation Stamps
www.tradecert.com
.
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CERTIFICATION
© Tradecert.com 2013
www.tradecert.com
Rejecting an Application
• Click Reject
• Enter Rejection Message – saves previousmessages
• Add Help document if necessary
• Email sent to clients with rejection reason
• Client edits and resubmits
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CERTIFICATION
© Tradecert.com 2013
www.tradecert.com
Approved Documents
• Exporter Prints – Client prints certified documents at their desk
• Chamber Prints – Chamber prints the documents
• Verification key and QR Code printed on every Certificate, eachCertificate has a unique code.
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CERTIFICATION
© Tradecert.com 2013
www.tradecert.com
Record Non-Electronic Applications
• Enter data from non-electronic applications
• Payment facilities available
• Non-electronic documents are then included in the reporting features of thesystem
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CERTIFICATION
© Tradecert.com 2013
www.tradecert.com
Manager Section
• Real-time overview of Chamber Activity
• Assists Chamber resource management
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© Tradecert.com 2013
CLIENT RELATIONSHIP MANAGER
www.tradecert.com
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CLIENT RELATIONSHIP MANAGER
© Tradecert.com 2013
www.tradecert.com
Sort Filter
Document Type Pie-Chart
Top Ten Clients Chart
Yearly Activity Graph
Monthly Executive Summary
Email all Clients
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CLIENT RELATIONSHIP MANAGER
© Tradecert.com 2013
www.tradecert.com
‘Black Clients’ Currently using the system
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CLIENT RELATIONSHIP MANAGER
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www.tradecert.com
‘Blue Clients’Never used system
‘Red Clients’Not used system in last 60 days
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CLIENT RELATIONSHIP MANAGER
© Tradecert.com 2013
www.tradecert.com
Client profile overviewView info on registered users; Documents Issued etc
Client informationRecord important client information here
Client contact blogRecord information on client calls/emails
Client document libraryStore client documents here, Formal Undertakings and CIPCforms auto saved here
CLIENT PROFILE
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CLIENT RELATIONSHIP MANAGER
www.tradecert.com
Email All Clients
• Enter data from non-electronic applications
• Payment facilities available
• Non-electronic document reporting
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© Tradecert.com 2013
www.tradecert.com
REPORTING
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REPORTING
© Tradecert.com 2013
www.tradecert.com
• Summary Page- Overview of Chamber activity
• Management Reporting Tools- Chamber Stats- Chamber Activity Graph- Top 10 Clients- Document Breakdown Chart
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REPORTING
© Tradecert.com 2013
www.tradecert.com
Top Ten Clients Application Type Chart
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REPORTING
© Tradecert.com 2013
www.tradecert.com
Chamber Activity Report
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© Tradecert.com 2013
ACCOUNTING & TRACKING
(ACTRAC)
www.tradecert.com
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© Trade Cert Ltd 2018
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ACTRAC
© Tradecert.com 2013
www.tradecert.com
Accounting & Tracking (Actrac)
• Chamber & Hub/Agent accounting reports• Billing Details reports – invoice support• All revenue reporting• End of month/year All Data Report
Credit Card/Invoicing Facility
• Credit Card payments direct toChambers Merchant account
• Flexible pricing structures• Multi-level membership pricing available• VAT Receipts auto emailed to clients
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ACTRAC
© Tradecert.com 2013
www.tradecert.com
Billing Detail Report (Invoice Support)
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Actrac
© Tradecert.com 2013
www.tradecert.com
Date Type Ref Client Submitted
By
Primary
Contact
Consignor P.O. Number Invoice No Consignor
Ref
HS Code Destination
Country
Cert Attch CopiesStamps Cert Attch Vat Total Invoice
Amount
28-Nov-13AR S 111 Exports John Dave Long Exports 12121 12522 12522 16-16
Foodstuffs
SOMALIA 1 1 0 40 0.00 0.00 0.00 0.00 GBP 5.00
28-Nov-13EC F 451 Food UK Pat Ann Dunne Food UK 12121 12525 12525 16-16
Foodstuffs
SOMALIA 1 1 0 4 0.00 0.00 0.00 0.00 GBP 5.00
28-Nov-13EU F 458 Exports Dave Ann-Marie,
DS
Exports 12121 12520 12520 16-16
Foodstuffs
SOMALIA 1 1 0 40 0.00 0.00 0.00 0.00 GBP 0.00
20-Nov-13EC QA
211
UK Client Alan Brit, Ish UK Client 12121 300 300 90-90
Metals
FRANCE 1 1 0 1 20.00 10.00 0.00 30.00 GBP 22.00
04-Nov-13ATR R 233 UK Client Gene Brit, Ish UK Client 12121 121254 121254 72-72
Metals
KUWAIT 1 0 0 0 20.00 0.00 0.00 20.00 GBP 12.00
All Data Report
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ACTRAC
© Tradecert.com 2013
www.tradecert.com
Pricing Plan
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ACTRAC
© Tradecert.com 2013
www.tradecert.com
Payment Facilities
• Three payment options- Invoice payment- Credit Card payment- Deposit Account
• Chamber controls client options
• Discount facility
• VAT/TAX exempt facility
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© Tradecert.com 2013
ONE CLICK SAVINGS
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‘ONE CLICK’ SAVINGS
© Tradecert.com 2013
PROCESS METHOD TIME
FULLY MANUAL 11.35 Minutes
ELECTRONIC CERTIFICATION WITH MANUAL ADMIN & BILLING 6.65 Minutes
ESSCERT ‘ONE CLICK’ 1.97 Minutes
www.tradecert.com
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© Tradecert.com 2013
OTHER FEATURES
www.tradecert.com
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SECURITY
© Tradecert.com 2013
www.tradecert.com
• Encrypted Connection- Assures private & secure access between users and the servers
• Multiple levels of user access- Superuser, admin user and operator users puts YOU in control
• Adobe PDF printing platform- The de-facto standard for documents worldwide, well known and reliable
• Secure web hosting- ISO 27001 Information Security Management certified environment
• Continuity Management- Data is continuously replicated across multiple sites using Amazon Web Services (Amazon Web Services is used bySuncorp; Dow Jones; US Department of State; Vodafone; and other organisations to whom security is paramount)
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OTHER FEATURES
© Tradecert.com 2013
www.tradecert.com
Compliance
• Archive of all records- Search by names and/or reference numbers- Find old documents in seconds- Seven year history maintained online
• Audit Trail- Name; Date; & Time recorded for every action
• Automated document assistance helpsusers avoid common mistakes
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OTHER FEATURES
© Tradecert.com 2013
• White labelling of the system
• Available in native language(s)*
• Client Help Centre
• Registration Form Management
www.tradecert.com
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© Trade Cert Ltd 2018
* Fee applies for translation
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Thank You36