Last modified by Megan Kahl on 2022/05/30 12:59
<
From version < 15.1 >
edited by Megan Kahl
on 2022/05/30 12:45
To version < 18.1 >
edited by Megan Kahl
on 2022/05/30 12:51
>
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Summary

Details

Page properties
Content
... ... @@ -1,50 +1,33 @@
1 -[[image:Loading a new Bank or Branch_html_d039faf8b0256f05.gif||alt="Shape4"]]\\
1 +
2 2  
3 -loading a new bank
3 +(% style="text-align: center;" %)
4 +(% style="color:#2980b9; font-size:28px" %)**LOADING A NEW BANK OR BRANCH**
4 4  
5 -or branch
6 6  
7 7  
8 -[[image:Loading a new Bank or Branch_html_617ed5208dc2964.jpg||height="999" width="707"]] [[image:Loading a new Bank or Branch_html_6a6b3eabff571920.gif||alt="Shape1"]]\\
8 +(% style="text-align: center;" %)
9 +(% style="color:#2980b9" %)**BY**
9 9  
10 -[[image:Loading a new Bank or Branch_html_4d7873be29c03145.gif||alt="Shape5"]]
11 11  
12 -**DISCLAIMER**
13 13  
14 -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.
13 +(% style="text-align:center" %)
14 +[[image:Loading a new Bank or Branch_html_8cba33b1e8c9fa24.gif||height="128" width="463"]]
15 15  
16 -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.
16 +{{info}}
17 +(% style="text-align: center;" %)
18 +(% style="color:#2980b9; font-size:22px" %)**TABLE OF CONTENTS**
17 17  
18 -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.
19 19  
20 -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.
21 +{{toc/}}
21 21  
23 +
24 +{{/info}}
22 22  
23 23  
27 +(% style="text-align: center;" %)
28 +== (% style="color:#2980b9" %)**Checking for an existing Bank or Branch**(%%) ==
24 24  
25 25  
26 -
27 -
28 -
29 -**COPYRIGHT**
30 -
31 -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.
32 -
33 -EBSphere (Pty) Limited
34 -
35 -P.O. Box 785803
36 -
37 -Sandton
38 -
39 -2146
40 -
41 -
42 -
43 -[[image:Loading a new Bank or Branch_html_8cba33b1e8c9fa24.gif||height="96" width="344"]]\\
44 -
45 -[[image:Loading a new Bank or Branch_html_857ba1e075348553.png||height="13" width="656"]] //Checking for an existing Bank or Branch//
46 -
47 -
48 48  All banks and branch codes are preloaded. When loading new details, ensure that the branch does not already exist.
49 49  
50 50  Go to the Administration Menu at the top of the screen. Select Financial Settings and then Banks.
... ... @@ -52,13 +52,13 @@
52 52  [[image:Loading a new Bank or Branch_html_7c19c1d3938e80c.png||height="200" width="211"]]
53 53  
54 54  
55 -
56 56  The screen that opens will reflect all Banks loaded on the system.
57 57  
58 58  [[image:Loading a new Bank or Branch_html_285332e0c9cb9c4e.png||height="251" width="606"]]
59 59  
60 -Pressing **Ctrl + F** on this screen will bring up a search function option.
61 61  
43 +Pressing (% style="color:#2980b9" %)**Ctrl + F** (%%)on this screen will bring up a search function option.
44 +
62 62  [[image:Loading a new Bank or Branch_html_4546ab303b68b910.png||height="62" width="441"]]
63 63  
64 64  
... ... @@ -65,18 +65,18 @@
65 65  When searching make sure to search for full names AND abbreviations. e.g., Standard Bank OR STD Bank.
66 66  
67 67  
68 -To search for a branch, if the Bank already exists, select the “**Branches**” hyperlink.
51 +To search for a branch, if the Bank already exists, select the (% style="color:#2980b9" %)“**Branches**”(%%) hyperlink.
69 69  
70 -[[image:Loading a new Bank or Branch_html_de8b5b43efcc9b5d.gif||alt="Shape6"]]
71 -
72 72  [[image:Loading a new Bank or Branch_html_285332e0c9cb9c4e.png||height="105" width="606"]]
73 73  
55 +
74 74  The screen that opens will reflect the branches currently loaded on the system.
75 75  
76 76  [[image:Loading a new Bank or Branch_html_f83abab365a06890.png||height="166" width="630"]]
77 77  
78 -Pressing **Ctrl + F** on this screen will bring up a search function option.
79 79  
61 +Pressing (% style="color:#2980b9" %)**Ctrl + F** (%%)on this screen will bring up a search function option.
62 +
80 80  [[image:Loading a new Bank or Branch_html_4546ab303b68b910.png||height="62" width="441"]]
81 81  
82 82  
... ... @@ -84,45 +84,71 @@
84 84  
85 85  
86 86  
70 +(% style="text-align: center;" %)
71 +== (% style="color:#2980b9" %)**Adding a new Bank**(%%) ==
87 87  
88 88  
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.
89 89  
76 +[[image:Loading a new Bank or Branch_html_14bfaa6621fb2acf.png||height="19" width="186"]]
90 90  
78 +Populate the Bank Name and the relevant country, then select (% style="color:#2980b9" %)“**Update**”
91 91  
80 +[[image:Loading a new Bank or Branch_html_6f6356483f2c362a.png||height="74" width="630"]]
92 92  
93 93  
94 94  
84 +(% style="text-align: center;" %)
85 +== (% style="color:#2980b9" %)**Adding a new Branch**(%%) ==
95 95  
96 96  
88 +Should a new (% style="color:#2980b9" %)**branch** (%%)need to be created, double click on the Branches hyperlink.
97 97  
90 + [[image:Loading a new Bank or Branch_html_285332e0c9cb9c4e.png||height="105" width="606"]]
98 98  
99 99  
93 +Double click on “Click here to add a new row” to add the new record.
100 100  
95 +[[image:Loading a new Bank or Branch_html_14bfaa6621fb2acf.png||height="19" width="186"]]
101 101  
97 +Populate the relevant fields – minimum requirements are Branch Name and Branch Code - then select (% style="color:#2980b9" %)“**Update**”
102 102  
99 +[[image:Loading a new Bank or Branch_html_abe354ab72d60333.png||height="93" width="630"]]
103 103  
104 104  
105 -[[image:Loading a new Bank or Branch_html_857ba1e075348553.png||height="13" width="656"]] //Adding a new Bank//
106 106  
107 -If a new **Bank** is to be created, double click on “Click here to add a new row” to add the new record.
103 +(% style="text-align: center;" %)
104 +== (% style="color:#2980b9" %)**Disclaimer and Copyright**(%%) ==
108 108  
109 -[[image:Loading a new Bank or Branch_html_14bfaa6621fb2acf.png||height="19" width="186"]]
110 110  
111 -Populate the Bank Name and the relevant country, then select “**Update**”
107 +(% id="cke_bm_212S" style="color:#2980b9; display:none" %)** **(% style="color:#2980b9" %)**DISCLAIMER**
112 112  
113 -[[image:Loading a new Bank or Branch_html_6f6356483f2c362a.png||height="74" width="630"]]
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.
114 114  
115 -[[image:Loading a new Bank or Branch_html_857ba1e075348553.png||height="13" width="656"]] //Adding a new Branch//
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.
116 116  
117 -Should a new **branch** need to be created, double click on the Branches hyperlink.
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.
118 118  
119 -[[image:Loading a new Bank or Branch_html_41f1a84ed37fa1a9.gif||alt="Shape7"]] [[image:Loading a new Bank or Branch_html_285332e0c9cb9c4e.png||height="105" width="606"]]
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.
120 120  
121 121  
122 -Double click on “Click here to add a new row” to add the new record.
123 123  
124 -[[image:Loading a new Bank or Branch_html_14bfaa6621fb2acf.png||height="19" width="186"]]
119 +(% style="color:#2980b9" %)**COPYRIGHT**
125 125  
126 -Populate the relevant fields – minimum requirements are Branch Name and Branch Code - then select “**Update**”
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.
127 127  
128 -[[image:Loading a new Bank or Branch_html_abe354ab72d60333.png||height="93" width="630"]]
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 +
Loading a new Bank or Branch_html_d039faf8b0256f05.gif
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Loading a new Bank or Branch_html_de8b5b43efcc9b5d.gif
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