to download a spec sheet.

What is Receipt Manager?
Receipt Manager, from Bluepoint Solutions, is an innovative approach to credit union transaction management. It works simply and easily at each teller station, producing an electronic paper record of every transaction. Because electronic receipts are stored instantaneously, they are immediately available to anyone throughout the credit union (special permissions for accessibility can be made). Research is fast, easy and powerful.

Is Receipt Manager easy to use?
YES, the application sits silently on the tellers task bar until it is invoked by the core processor. The tellers complete the transaction the same way they always have and when they finish the transaction in the core processor Receipt Manager automatically pops up. Now the teller can capture additional information like an electronic signature, check signature on file, ID or Picture on file. Receipt Manager also has other built in features that can be used like an electronic cash drawer and marketing notes. The nice thing about the system is that you can prompt the teller to perform specific actions per each transaction that comes out of the core processor. Examples would be prompting the teller to capture an ID or drivers license number, entering cash into the electronic cash drawer and capturing signatures.

What are the key benefits of Receipt Manager from an Operations stand point?
Receipt Manager will dramatically reduce your operating cost. The obvious hard cost of eliminating paper and the cost associated with storage. But also the soft cost of improved employee productivity and dramatically enhanced member service. Your members can now have the satisfaction of immediate gratification when requesting copies of checks or receipts. Receipt Manager also has a way through an additional module to push member receipts, checks, statements and other documents to the member via the internet.

How are record retrieval and storage problems eliminated with Receipt Manager?
The simple click of a mouse delivers copies of any specified transaction to your desktop in seconds. This process eliminates lost records and reporting errors. The electronic copy of the receipt and the associated data is automatically indexed into an SQL database and electronically stored on an NT Server. Through a search interface that allows users to query, based upon single or multiple fields, transaction data can be retrieved in seconds. This saves credit unions substantial costs associated with production, storage, and retrieval of paper forms.

Does Receipt manager integrate with my existing core processor?
Yes! Receipt Manager Captures the print stream from your DP and creates a digital image for the member to sign and is then stored electronically for your records.

How does it integrate with my core member accounting system?
Receipt Manager seamlessly integrates with your core member accounting system and avoids redundancy on all levels. Bluepoint Solutions’ software is “vendor independent." This means that the software supports multiple vendors and, due to our open architecture, you have the ability to change host vendors at any time. You can be secure in knowing that your Bluepoint solution will integrate with your new core processing software.

Can you research the receipts and how long does it take?
Receipt Manager provides the most robust search engine in the industry. The system provides real-time search functionality and what took days or weeks now takes seconds. Let’s say a member deposits a check at your main branch and loses the receipt. They can stop by the branch closer to their home and retrieve a copy of the receipt or deposited items immediately.

Do I have to manually index my work with Receipt Manager?
Say goodbye to manual indexing. Automatic indexing of receipts is another feature of Receipt Manager. Because of the interface with host vendors, Receipt Manager automatically captures all associated information with the receipt as indexes. This provides the ability to later retrieve the receipt in a variety of ways, without the normal manual labor required by indexing.

Am I able to capture signatures electronically with Receipt Manager?
Yes. A key component of Receipt Manager is the signature capture terminal used for valid and Check 21-compliant electronic signatures. Bluepoint Solutions is on the cutting-edge of this technology and has tested many electronic signature capture terminals. We have narrowed the field to the technology best suited to your credit union’s needs.

How does Receipt Manager assist in signature verification?
While the member is at your teller station, the software allows the teller to compare the member’s signature to the signature currently on file. This process decreases window time for each member while freeing up the credit union staff, increasing efficiency and improving member satisfaction.

Am I able to scan my signature cards to turn them into an electronic format?
Signature cards can be rapidly scanned, signatures snipped, and included immediately in the on-line verification module in Receipt Manager. This process virtually eliminates the need for paper-based signature cards.

What do I use if I want to capture, store and retrieve all of our daily work from the teller workstation?
Teller Capture (part of the C21 family) is designed for credit unions that are looking for an effective way to capture, store and retrieve daily work. In addition, it does what no other software can - captures and stores daily work with the receipt in a member-centric file, coupling it with any historical data on the specific member. Click here to learn more about Teller Capture.

How much do I actually save by implementing Receipt Manager?
With the integration of Receipt Manager, credit unions can significantly reduce expenses. Costs related to the purchase of multi-part paper receipts and microfilm is reduced by as much as 90%. Even labor costs are significantly lowered because tellers are able to quickly locate information.

Integration with your current member accounting system
Integration with your core processing platform is seamless and avoids redundancy at all levels. Receipt Manager captures 30 to 40 indices directly from your core member accounting system which eliminates error-prone, manual indexing.

Electronic signature capturing
Receipt Manager’s QuickSig module provides tellers with the ability to instantly compare a member’s signature to an electronic version on the signature card, or a stored copy of the member’s driver’s license or any other stored piece of identification. This increases the speed and efficiency of every teller transaction, while providing a significant boost in security.

Powerful research and reporting
Receipt Manager’s research features go far beyond simple receipt analysis. Receipt Manager auto-indexes every receipt, based on information from your core accounting system. Consequently, its research tools can also be used to perform historical and transactional trend analysis, based on a teller, branch, time-of-day, or any other criteria established by your credit union.

Receipt research
Receipt Manager captures and stores a permanent electronic copy of every teller transaction. Through its research module, this puts a wealth of information at your fingertips. Thanks to advanced auto-indexing, the research module makes short work of simple and complex transactional research. This includes images of all items related to the transaction.

Management reporting
Search results from the research module can be easily exported to industry-standard spreadsheet software such as Crystal Reports or Microsoft Excel. This data can be used to populate any number of standard or customized reports. These reports can provide a 360-degree view of your entire transactional environment. For example, if you need a detailed analysis of drive-thru activity, it is only a few mouse clicks away. The same goes for traffic analysis of the teller line.

Can your Receipt Manager integrate with a check21 Teller Capture product?
Yes, Receipt Manager has an additional module for check21. This ties the receipt together with the scanned check items and allows for 100% transaction integrity. Different from branch capture, you can know triangulate the amounts from the core processor, receipt and check items to directly balance back to the teller window during each transaction. End of day item balancing becomes a breeze!

[Back to Top]