Allps Payout Integration

1.4. Cash Box Setup

Link each payout event to the respective cashiers who require access to that payout type.

• Navigate to: Setups > Branches > Cash Boxes > Edit Cash Boxes > Financial event Tab.

• Action: Select the relevant receipt and payout events (listed alphabetically by description) and click the Save button.

1.5. MaxCollect General Setup

Configure the general settings for MaxCollect to ensure proper integration with Allps.

• Navigate to: Setups > MaxCollect > General.

• Complete the fields:

  • Mode = Basic

  • Preferred CSP = Allps

  • Email Logs to = Select a user with an email address (if applicable and available, to receive email logs).

1.6. CSP Users Setup

These users are specifically for the integration with Allps. Allps users can only be defined by Intecon via the Allps-I web application. Allps branches are also defined by Intecon, and users must be assigned to a branch.

• Navigate to: Setups > MaxCollect > CSP Users.

1.6.1. Allps Integration Users Setup

Set up the users who have been configured on the Allps portal.

• Note: No one at Allps has access to the passwords.

• CSP User Name: Only the master user of the legal entity can enter the integration user's and system batch user’s password. The integration user is used to register DebiCheck, EFT, or SEFT transactions.

• Computer Name: This refers to the machine name on the Allps-I portal.

• Terminal Type: Select the appropriate terminal type (e.g., GRPS / USB / USB with Signature Pad).

2. Client & Employer Settings

Allps operates hierarchically; employers and clients must exist on the Allps-I portal before related transactions can be processed in MAXMONEY. Employer codes and client numbers in MAXMONEY must exactly match those in Allps. While Allps allows the same employer name and client number across multiple branches, MAXMONEY requires client numbers and employer codes to be unique per entity. Employers and clients can be created via the integration.

2.1. Employer Setup

• No specific employer setups are required for Allps Payout Integration beyond their existing presence and matching codes on the Allps-I portal.

2.2. Client Setup

2.2.1. Payout to eWallet Account

• Event: The event for Allps Payment to Client eWallet Account must be set up in MAXMONEY (as per section 1.3.1).

• Client Requirements:

  • The client must have a valid ID.

  • The client must have a valid eWallet account.

  • The client can only have one eWallet account.

  • The client can only have an eWallet account linked to the legal entity’s branch on Allps-I.

  • Note: A cell phone number is NOT REQUIRED from MAXMONEY Cloud Nine 8.0 for eWallet registration, but Allps MUST perform the setup on the Allps-I portal for the legal entity.

2.2.4. Setup Client eWallet

• Navigate to: Client > Banking > eWallet.

2.2.4.1. Add an eWallet on MAXMONEY

• Add an Existing Wallet: If the client already has an existing eWallet on the branch, use the “Get an Existing Allps Client Registered Wallet” function to fetch its information.

• Add a New Wallet: If the client does not have a wallet yet, use the “Add a New Wallet” function.

• Edit a Wallet: When editing an existing wallet, you can view both the cell phone number associated with the registered wallet and the client's cell phone number in MAXMONEY.

2.2.4.2. Change Client eWallet Home Branch

• The eWallet account must be linked to the branch on Allps.

• If the eWallet account is linked to another branch, the borrower must sign a consent form and send it to Allps so they can arrange the eWallet account to be linked to the legal entity’s branch on Allps.

2.2.4.3. Setup Client eWallet, using the Card No & Mailer No

• Navigate to: MAXMONEY > Search for a Client > Edit Client > Banking > Add a New eWallet Account.

• Complete fields: Enter the eWallet Card No & Mailer No and click the Next button.

• Action: Print the eWallet Card Receipt.

• Action: Download and open the eWallet Card Reader document.

• To create a loan using this setup, refer to the "Create a Loan" section of the manual.

2.2.4.4. Setup Client EMV Feza Card eWallet

EMV FEZA cards are integrated into the Wallets section with specific functionalities:

1. Borrower already has a (non-EMV FEZA) eWallet on MAXMONEY:

   • Update eWallet

   • Edit Linking Fields

   • Unlink the Type of Wallet Maintenance

   • Choose: Migrate eWallet to EMV FEZA Card eWallet

   • Enter the new eWallet Card Number.

   • Set New Field

   • Allps will mark the existing Wallet REPLACED and create a new Wallet with a new wallet number.

2. Borrower does not have an eWallet:

   • Add new eWallet

   • Choose:

     • CSP = Allps

     • Access Method = eWallet EMV FEZA Card Access Method

     • eWallet Card No = Only work with eWallet Card No.

     • “Register Allps Client without Cellphone No” = Select the checkbox if you do not want the cell phone number to be registered.

   • Click the Next button.

   • The eWallet will be registered at Allps.

3. Borrower already has an EMV FEZA card on MAXMONEY and wants to replace it:

   • Update eWallet

   • Edit Linking Fields

   • Unlink eWallet EMV FEZA Card

   • Choose: eWallet EMV FEZA Card

   • Enter the new eWallet Card Number.

   • Set New Field.

3. Payouts & New Loans

On Allps, an employer must exist before creating a client (borrower), a client must exist before creating a promissory note, and a client account must exist before requesting a credit payment.

3.1. Create Pay-outs

3.1.1. Create an eWallet Pay-out

3.1.1.1. Create a loan:

• When creating a loan, select the eWallet Payout event on the loan's summary screen.

3.1.1.2. Print the Allps eWallet receipt

• Download and print the “Client Credit Confirmation document”.

• The Client Credit Confirmation will only be available if the eWallet payout was successful.

• Please note: The eWallet payout will not be created if the DebiCheck was not successful.

• The document should resemble the standard format for client credit confirmations.