With the Native Receipts project, our Imaging Solutions developers have created a new, lightweight receipt processing application to generate and archive receipts. Starting with Xpress Teller, and eventually moving into all receipt channels, this new API-based architecture allows tellers to view, sign, print, and archive receipts, replacing all of the functionality currently performed by ProDOC for receipts. At its core is a comprehensive new receipts database where the data that comprises a receipt will be stored in CU*BASE and used to construct the receipt for printing and archiving.
As of the 24.05 release, Native Receipts are available everywhere receipts can be generated!
Learn more about Native Receipts at an upcoming webinar!
Get Native Receipts now in the store!
Benefits
- One of the key benefits of this new architecture is that it eliminates the need for receipt print sessions on the teller workstation.
- This solution is part of the core – instead of a print session tossing the receipt over the fence to a third-party imaging system, we use data directly from CU*BASE to construct and archive the receipt using our own solution. We write it, we own it, and we can innovate on it.
- Because of the new database structure, we are able to include the account balance summary even on reprinted receipts, to match the point in time when the receipt was originally generated. (Before we hid the balance summary section altogether on a reprint, unless printing from an archived image.)
- Improved data flow, enhanced options for indexing, and an infrastructure that allows us to add features and adapt to new technologies in the future.
Features
- Modernized look and feel
- Optionally present a signature box only if the receipt requires a signature
- Optionally send receipts to member storage (learn more about Virtual StrongBox)
FAQs
Q: Will this replace ProDOC completely on my workstations?
A: No, at least not right away, since ProDOC is still used for all other forms and documents. And it will be an optional feature in any case, so a CU can choose which method they prefer.
Q: Why spend any energy on receipts when fewer members even get them, or want them?
A: While receipt use might seem to be on the wane (and even that might only be a perception), receipts aren’t going to disappear overnight. We always have to keep our eye on the future – will the structure we have in place now carry us into the future, or hamper our ability to get there?
We believe this new infrastructure sets the stage for some significant innovations in our imaging capabilities, well beyond receipts. Receipts just happen to be a very good place to start. What we learn allows us to build new tools for generating and archiving forms, images, and other documents in new ways, taking advantage of new technologies as they come along. In other words, this is just the tip of the iceberg!
Q: Will native receipts produce both the vertical receipt format as well as the old horizontal format?
A: No. We built the new infrastructure to support only the new vertical receipts. Haven’t switched to vertical receipts yet? Visit the store and get on board!
Your chefs for this recipe are Kyle Karnes and Dawn Moore. Comments and suggestions are welcome!
