Last modified by Megan Kahl on 2022/05/30 12:59
From version 1.1 >
edited by Megan Kahl
on 2022/05/30 12:45
To version < 21.1 >
edited by Megan Kahl
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>
Change comment: Uploaded new attachment "1653915259926-751.png", version {1}

Summary

Details

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1 +
2 +
3 +(% style="text-align: center;" %)
4 +(% style="color:#2980b9; font-size:28px" %)**LOADING A NEW BANK OR BRANCH**
5 +
6 +
7 +
8 +(% style="text-align: center;" %)
9 +(% style="color:#2980b9" %)**BY**
10 +
11 +
12 +
13 +(% style="text-align:center" %)
14 +[[image:Loading a new Bank or Branch_html_8cba33b1e8c9fa24.gif||height="128" width="463"]]
15 +
16 +{{info}}
17 +(% style="text-align: center;" %)
18 +(% style="color:#2980b9; font-size:22px" %)**TABLE OF CONTENTS**
19 +
20 +
21 +{{toc/}}
22 +
23 +
24 +{{/info}}
25 +
26 +
27 +(% style="text-align: center;" %)
28 +== (% style="color:#2980b9" %)**Checking for an existing Bank or Branch**(%%) ==
29 +
30 +
31 +All banks and branch codes are preloaded. When loading new details, ensure that the branch does not already exist.
32 +
33 +Go to the Administration Menu at the top of the screen. Select Financial Settings and then Banks.
34 +
35 +[[image:Loading a new Bank or Branch_html_7c19c1d3938e80c.png||height="200" width="211"]]
36 +
37 +
38 +The screen that opens will reflect all Banks loaded on the system.
39 +
40 +[[image:Loading a new Bank or Branch_html_285332e0c9cb9c4e.png||height="251" width="606"]]
41 +
42 +
43 +Pressing (% style="color:#2980b9" %)**Ctrl + F** (%%)on this screen will bring up a search function option.
44 +
45 +[[image:Loading a new Bank or Branch_html_4546ab303b68b910.png||height="62" width="441"]]
46 +
47 +
48 +When searching make sure to search for full names AND abbreviations. e.g., Standard Bank OR STD Bank.
49 +
50 +
51 +To search for a branch, if the Bank already exists, select the (% style="color:#2980b9" %)“**Branches**”(%%) hyperlink.
52 +
53 +[[image:Loading a new Bank or Branch_html_285332e0c9cb9c4e.png||height="105" width="606"]]
54 +
55 +
56 +The screen that opens will reflect the branches currently loaded on the system.
57 +
58 +[[image:Loading a new Bank or Branch_html_f83abab365a06890.png||height="166" width="630"]]
59 +
60 +
61 +Pressing (% style="color:#2980b9" %)**Ctrl + F** (%%)on this screen will bring up a search function option.
62 +
63 +[[image:Loading a new Bank or Branch_html_4546ab303b68b910.png||height="62" width="441"]]
64 +
65 +
66 +When searching make sure to search for branch names AND branch codes. e.g., Vryheid OR 511024.
67 +
68 +
69 +
70 +(% style="text-align: center;" %)
71 +== (% style="color:#2980b9" %)**Adding a new Bank**(%%) ==
72 +
73 +
74 +If a new (% style="color:#2980b9" %)**Bank**(%%) is to be created, double click on “Click here to add a new row” to add the new record.
75 +
76 +[[image:Loading a new Bank or Branch_html_14bfaa6621fb2acf.png||height="19" width="186"]]
77 +
78 +Populate the Bank Name and the relevant country, then select (% style="color:#2980b9" %)“**Update**”
79 +
80 +[[image:Loading a new Bank or Branch_html_6f6356483f2c362a.png||height="74" width="630"]]
81 +
82 +
83 +
84 +(% style="text-align: center;" %)
85 +== (% style="color:#2980b9" %)**Adding a new Branch**(%%) ==
86 +
87 +
88 +Should a new (% style="color:#2980b9" %)**branch** (%%)need to be created, double click on the Branches hyperlink.
89 +
90 + [[image:Loading a new Bank or Branch_html_285332e0c9cb9c4e.png||height="105" width="606"]]
91 +
92 +
93 +Double click on “Click here to add a new row” to add the new record.
94 +
95 +[[image:Loading a new Bank or Branch_html_14bfaa6621fb2acf.png||height="19" width="186"]]
96 +
97 +Populate the relevant fields – minimum requirements are Branch Name and Branch Code - then select (% style="color:#2980b9" %)“**Update**”
98 +
99 +[[image:Loading a new Bank or Branch_html_abe354ab72d60333.png||height="93" width="630"]]
100 +
101 +
102 +
103 +(% style="text-align: center;" %)
104 +== (% style="color:#2980b9" %)**Disclaimer and Copyright**(%%) ==
105 +
106 +
107 +(% id="cke_bm_212S" style="color:#2980b9; display:none" %)** **(% style="color:#2980b9" %)**DISCLAIMER**
108 +
109 +Please note, whilst care is taken to illustrate numerous scenarios, it is impossible to detail all instances and therefore this document should merely serve as a guide for the purposes of demonstrating system functionality and conducting employee training.
110 +
111 +In accordance with the above paragraph, this training manual is published and distributed on the basis that EBSphere (Pty) Ltd is not responsible/accountable for any actions taken by users of information contained in this training manual nor for any error in or omission from this manual.
112 +
113 +EBSphere (Pty) Ltd does not accept any responsibility whatsoever for a misrepresentation performed by any person in respect of claims, losses or damage or any other matter, either direct or consequential arising out of or in relation to the use and reliance, whether wholly or partially, upon any information contained or products referred to in this manual.
114 +
115 +Further, the contents of this training manual are subject to change without any notice and further highlight the need for this training manual to serve only as a guide.
116 +
117 +
118 +
119 +(% style="color:#2980b9" %)**COPYRIGHT**
120 +
121 +This documentation and the software described in it is the exclusive property of EBSphere (Pty) Ltd. This manual or the software may not be copied in whole or part, without the express written consent of EBSphere (Pty) Ltd. Under the law, copying includes translating into another language or format.
122 +
123 +
124 +EBSphere (Pty) Limited
125 +
126 +P.O. Box 785803
127 +
128 +Sandton
129 +
130 +2146
131 +
132 +
133 +
134 +(% style="text-align:center" %)
135 +[[image:Loading a new Bank or Branch_html_8cba33b1e8c9fa24.gif||height="128" width="463"]]
136 +
137 +
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