Summary

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Details

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Content

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1		-
	1	+[[image:Loading a new Bank or Branch_html_d039faf8b0256f05.gif||alt="Shape4"]]\\
2	2
3		-(% style="text-align: center;" %)
4		-(% style="color:#2980b9; font-size:28px" %)**LOADING A NEW BANK OR BRANCH**
	3	+loading a new bank
5	5
	5	+or branch
6	6
7	7
8		-(% style="text-align: center;" %)
9		-(% style="color:#2980b9" %)**BY**
	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"]]\\
10	10
	10	+[[image:Loading a new Bank or Branch_html_4d7873be29c03145.gif||alt="Shape5"]]
11	11
	12	+**DISCLAIMER**
12	12
13		-(% style="text-align:center" %)
14		-[[image:Loading a new Bank or Branch_html_8cba33b1e8c9fa24.gif||height="128" width="463"]]
	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.
15	15
16		-{{info}}
17		-(% style="break-before: page; text-align: center;" %)
18		-(% style="color:#2980b9; font-size:22px" %)**TABLE OF CONTENTS**
	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.
19	19
	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.
20	20
21		-{{toc/}}
	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.
22	22
23		-
24		-{{/info}}
25	25
26	26
27		-(% style="break-before: page; text-align: center;" %)
28		-== (% style="color:#2980b9" %)**Checking for an existing Bank or Branch**(%%) ==
29	29
30	30
31		-All banks and branch codes are preloaded. When loading new details, ensure that the branch does not already exist.
32	32
33		-Go to the Administration Menu at the top of the screen. Select Financial Settings and then Banks.
34	34
35		-(% style="text-align:center" %)
36		-[[image:1653915211221-906.png||height="423" width="450"]]
37	37
	29	+**COPYRIGHT**
38	38
39		-The screen that opens will reflect all Banks loaded on the system.
	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.
40	40
41		-(% style="text-align:center" %)
42		-[[image:1653915242441-278.png]]
	33	+EBSphere (Pty) Limited
43	43
	35	+P.O. Box 785803
44	44
45		-Pressing (% style="color:#2980b9" %)**Ctrl + F** (%%)on this screen will bring up a search function option.
	37	+Sandton
46	46
47		-(% style="text-align:center" %)
48		-[[image:1653915259926-751.png]]
	39	+2146
49	49
50	50
51		-When searching make sure to search for full names AND abbreviations. e.g., Standard Bank OR STD Bank.
52	52
	43	+[[image:Loading a new Bank or Branch_html_8cba33b1e8c9fa24.gif||height="96" width="344"]]\\
53	53
54		-To search for a branch, if the Bank already exists, select the (% style="color:#2980b9" %)“**Branches**”(%%) hyperlink.
	45	+[[image:Loading a new Bank or Branch_html_857ba1e075348553.png||height="13" width="656"]] //Checking for an existing Bank or Branch//
55	55
56		-(% style="text-align:center" %)
57		-[[image:1653915282254-497.png]]
58	58
	48	+All banks and branch codes are preloaded. When loading new details, ensure that the branch does not already exist.
59	59
60		-The screen that opens will reflect the branches currently loaded on the system.
	50	+Go to the Administration Menu at the top of the screen. Select Financial Settings and then Banks.
61	61
62		-(% style="text-align:center" %)
63		-[[image:1653915302523-853.png]]
	52	+[[image:Loading a new Bank or Branch_html_7c19c1d3938e80c.png||height="200" width="211"]]
64	64
65	65
66		-Pressing (% style="color:#2980b9" %)**Ctrl + F** (%%)on this screen will bring up a search function option.
67	67
68		-(% style="text-align:center" %)
69		-[[image:1653915319430-974.png]]
	56	+The screen that opens will reflect all Banks loaded on the system.
70	70
	58	+[[image:Loading a new Bank or Branch_html_285332e0c9cb9c4e.png||height="251" width="606"]]
71	71
72		-When searching make sure to search for branch names AND branch codes. e.g., Vryheid OR 511024.
	60	+Pressing **Ctrl + F** on this screen will bring up a search function option.
73	73
	62	+[[image:Loading a new Bank or Branch_html_4546ab303b68b910.png||height="62" width="441"]]
74	74
75	75
76		-(% style="break-before: page; text-align: center;" %)
77		-== (% style="color:#2980b9" %)**Adding a new Bank**(%%) ==
	65	+When searching make sure to search for full names AND abbreviations. e.g., Standard Bank OR STD Bank.
78	78
79	79
80		-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.
	68	+To search for a branch, if the Bank already exists, select the “**Branches**” hyperlink.
81	81
82		-(% style="text-align:center" %)
83		-[[image:1653915338665-253.png]]
	70	+[[image:Loading a new Bank or Branch_html_de8b5b43efcc9b5d.gif||alt="Shape6"]]
84	84
	72	+[[image:Loading a new Bank or Branch_html_285332e0c9cb9c4e.png||height="105" width="606"]]
85	85
86		-Populate the Bank Name and the relevant country, then select (% style="color:#2980b9" %)“**Update**”
	74	+The screen that opens will reflect the branches currently loaded on the system.
87	87
88		-(% style="text-align:center" %)
89		-[[image:1653915365478-674.png]]
	76	+[[image:Loading a new Bank or Branch_html_f83abab365a06890.png||height="166" width="630"]]
90	90
	78	+Pressing **Ctrl + F** on this screen will bring up a search function option.
91	91
	80	+[[image:Loading a new Bank or Branch_html_4546ab303b68b910.png||height="62" width="441"]]
92	92
93		-(% style="break-before: page; text-align: center;" %)
94		-== (% style="color:#2980b9" %)**Adding a new Branch**(%%) ==
95	95
	83	+When searching make sure to search for branch names AND branch codes. e.g., Vryheid OR 511024.
96	96
97		-Should a new (% style="color:#2980b9" %)**branch** (%%)need to be created, double click on the Branches hyperlink.
98	98
99	99
100		-(% style="text-align:center" %)
101		-[[image:1653915388277-267.png]]
102	102
103	103
104		-Double click on “Click here to add a new row” to add the new record.
105	105
106		-(% style="text-align:center" %)
107		-[[image:1653915338665-253.png]]
108	108
109	109
110		-Populate the relevant fields – minimum requirements are Branch Name and Branch Code - then select (% style="color:#2980b9" %)“**Update**”
111	111
112		-(% style="text-align:center" %)
113		-[[image:1653915417294-732.png]]
114	114
115	115
116	116
117		-(% style="break-before: page; text-align: center;" %)
118		-== (% style="color:#2980b9" %)**Disclaimer and Copyright**(%%) ==
119	119
120	120
121		-(% id="cke_bm_212S" style="color:#2980b9; display:none" %)** **(% style="color:#2980b9" %)**DISCLAIMER**
122	122
123		-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.
124	124
125		-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.
126	126
127		-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.
128	128
129		-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.
130	130
131	131
132	132
133		-(% style="color:#2980b9" %)**COPYRIGHT**
	105	+[[image:Loading a new Bank or Branch_html_857ba1e075348553.png||height="13" width="656"]] //Adding a new Bank//
134	134
135		-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.
	107	+If a new **Bank** is to be created, double click on “Click here to add a new row” to add the new record.
136	136
	109	+[[image:Loading a new Bank or Branch_html_14bfaa6621fb2acf.png||height="19" width="186"]]
137	137
138		-EBSphere (Pty) Limited
	111	+Populate the Bank Name and the relevant country, then select “**Update**”
139	139
140		-P.O. Box 785803
	113	+[[image:Loading a new Bank or Branch_html_6f6356483f2c362a.png||height="74" width="630"]]
141	141
142		-Sandton
	115	+[[image:Loading a new Bank or Branch_html_857ba1e075348553.png||height="13" width="656"]] //Adding a new Branch//
143	143
144		-2146
	117	+Should a new **branch** need to be created, double click on the Branches hyperlink.
145	145
	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"]]
146	146
147	147
148		-(% style="text-align:center" %)
149		-[[image:Loading a new Bank or Branch_html_8cba33b1e8c9fa24.gif||height="128" width="463"]]
	122	+Double click on “Click here to add a new row” to add the new record.
150	150
151		-
	124	+[[image:Loading a new Bank or Branch_html_14bfaa6621fb2acf.png||height="19" width="186"]]
	125	+
	126	+Populate the relevant fields – minimum requirements are Branch Name and Branch Code - then select “**Update**”
	127	+
	128	+[[image:Loading a new Bank or Branch_html_abe354ab72d60333.png||height="93" width="630"]]

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