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Optimizing Virtual Cashiering and Remote Deposits: Insights from Claudia Nadalin

Explore Claudia Nadalin's experiences and insights on transforming traditional cash handling into efficient virtual cashiering and remote deposit processes. This presentation details the transition from pre-virtual methods, including staffing and manual errors, to a streamlined virtual system that reduces time and errors. Discover the key steps in preparation, user training, and system setup that led to success. Learn how these innovations are reshaping business processes in higher education and paving the way for future advancements.

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Optimizing Virtual Cashiering and Remote Deposits: Insights from Claudia Nadalin

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  1. Virtual Cashiering & Remote Deposits Claudia Nadalin Nelnet Business Solutions PAC West May 17, 2012

  2. My Experience In the Beginning

  3. Pre-virtual • Mail • Lines • Staffing • Volunteers • Relocate Office • Warn Departments

  4. Pre-virtual • ePayments • Modified Billing Cycle • Eliminated Additional Staffing • Warn Departments

  5. Pre-virtual • Department Deposits • Process • Paper forms • PDF fill-able forms • Errors; transpositions, clarity, wrong data • Mathematical errors • Administrator commitment • Re-entry at the business office • Second point of error • Long queues

  6. My Experience Transition

  7. Transition • Preparing for Virtual • User pre-approval process • Set-up request process • Announce • Preparing Users • Training • GL validation • Department set-up • Roll-out • Success

  8. My Experience Result

  9. Virtual • One-time Entry • Pre-populated GL Accounts • Option for Infrequent Accounts • Automated Calculation • Ready for Deposit

  10. Virtual • Deliver to the Business Office • Tenders Validated • Department Deposit Closed • Required Less Time • Bank Deposit Prepared

  11. My Experience Remote Deposits

  12. Remote Deposits • Deliver Deposit to Local Bank • Bank Deposit Completed • Department Deposit Closed • Departments Not in the Business Office • Stopped Third Party Services • Reduced Staffing

  13. Virtual Cashiering & Remote Deposits Virtually impossible to consider a few years ago, higher education did not have the remotest idea such a business process was possible! What is the buzz about? How does virtual cashiering work? And remote deposits --?

  14. Comments? • Questions?

  15. Claudia Nadalin NBS Cashiering claudia.nadalin@nelnet.net 650-592-9269 (Pacific Time) www.campuscommerce.com

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