Last modified by Megan Kahl on 2021/12/01 11:48
<
From version < 16.1 >
edited by Dominique Tricerri
on 2021/09/02 13:46
To version < 15.1 >
edited by Dominique Tricerri
on 2021/09/02 13:32
>
Change comment: Uploaded new attachment "1630589566241-809.png", version {1}

Summary

Details

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Content
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1 -(% style="text-align: center;" %)
2 -(% style="color:#2980b9; font-size:28px" %)**ADDING A CLIENT & CLIENT DETAILS**
1 +**DISCLAIMER**
3 3  
3 +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.
4 4  
5 +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.
5 5  
6 -(% style="text-align: center;" %)
7 -(% style="color:#2980b9" %)**BY**
7 +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.
8 8  
9 +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.
9 9  
10 10  
11 -(% style="text-align:center" %)
12 -[[image:Adding a new Client and Client Details_html_8cba33b1e8c9fa24.gif||height="128" width="463"]]
13 13  
14 14  
15 -(% style="break-before: page %)
16 -(% class="box infomessage" %)
17 -(((
18 -(% style="text-align: center;" %)
19 -(% style="color: rgb(41, 128, 185); font-size: 20px" %)**Table of Contents**(%%)
20 20  
21 21  
22 -{{toc/}}
23 23  
24 -
25 -)))
26 26  
27 -(% style="break-before: page %)
28 -The process of adding a new Client differs depending on whether a new Parent has just been created or whether a Parent exists with Clients already loaded.
18 +**COPYRIGHT**
29 29  
20 +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.
21 +
22 +EBSphere (Pty) Limited
23 +
24 +P.O. Box 785803
25 +
26 +Sandton
27 +
28 +2146
29 +
30 +
31 +
32 +[[image:Adding a new Client and Client Details_html_8cba33b1e8c9fa24.gif||height="96" width="344"]] The process of adding a new Client differs depending on whether a new Parent has just been created or whether a Parent exists with Clients already loaded.
33 +
30 30  In this example, we have detailed the two scenarios i.e.:
31 31  
32 32  * Adding a new Client to a new Parent
... ... @@ -33,37 +33,32 @@
33 33  * Adding a new Client to an existing Parent
34 34  
35 35  
36 -(% style="text-align: center;" %)
37 -== (% style="color:#2980b9" %)**Adding a new Client to a new Parent**(%%) ==
40 +//Adding a new Client to a new Parent//
38 38  
39 39  
40 -(% style="color:#2980b9" %)**Client **(%%)Select the relevant Client.
43 +**Client &nbsp;&nbsp;**Select the relevant Client.
41 41  
42 -You will note that a Client entitled “**Default Client Name**” is automatically reflected under the new Parent that has been created.
45 +**&nbsp;&nbsp;**You will note that a Client entitled “**Default Client Name**” is automatically reflected under the new Parent that has been created.
43 43  
44 -(% style="text-align:center" %)
45 -[[image:Adding a new Client and Client Details_html_3ecfd030457a725d.png||height="auto" width="auto"]]
47 +[[image:Adding a new Client and Client Details_html_3ecfd030457a725d.png||height="241" width="437"]]
46 46  
49 +**Client Menu** Select “**Details**”
50 +\\
47 47  
48 -(% style="color:#2980b9" %)**Client Menu**(%%) Select “**Details**”
49 -
52 +[[image:Adding a new Client and Client Details_html_a0bd66702ccdc124.png||height="93" width="106"]]
50 50  
51 -(% style="text-align:center" %)
52 -[[image:1630589432467-633.png]]
54 +**Client Details**: Complete all relevant information relating to the client. The Client Name, which appears i,e. “**Default Client Name**”, must be overridden here with the true Client Name.
53 53  
56 +[[image:Adding a new Client and Client Details_html_af230e60f44bd927.png||height="358" width="584"]]
54 54  
55 -(% style="color:#2980b9" %)**Client Details**(%%) Complete all relevant information relating to the client. The Client Name, which appears i,e. “**Default Client Name**”, must be overridden here with the true Client Name.
56 56  
57 -(% style="text-align:center" %)
58 -[[image:Adding a new Client and Client Details_html_af230e60f44bd927.png||height="auto" width="auto"]]
59 59  
60 60  
61 +**SARS No:**
61 61  
62 -(% style="color:#2980b9" %)**SARS No:**
63 -
64 64  The format must conform to the SARS requirements: 18/20/04/000000
65 65  
66 -(% style="color:#2980b9" %)**PF No:**
65 +**PF No:**
67 67  
68 68  The format must conform to the SARS requirements: 12/8/1234567/123456
69 69  
... ... @@ -71,58 +71,49 @@
71 71  
72 72  Only where this client is a participating employer in an umbrella fund must the ‘000000’ be replaced by the number on the FSB approval forms for that participating employer.
73 73  
74 -(% style="color:#2980b9" %)**PAYE No:**
73 +**PAYE No:**
75 75  
76 76  The format must conform to the SARS requirements: 7000000000
77 77  
78 78  There are 10 characters. The number must start with 7.
79 79  
80 -(% style="text-align:center" %)
81 -[[image:Adding a new Client and Client Details_html_990570c347dada63.png||height="auto" width="auto"]]
79 +[[image:Adding a new Client and Client Details_html_990570c347dada63.png||height="392" width="637"]]
82 82  
81 +**Save:** Press the “**Save**” button.
83 83  
84 -(% style="color:#2980b9" %)**Save:**(%%) Press the “**Save**” button.
83 +**Close**: Press the “**Close**” button.
85 85  
86 -(% style="color:#2980b9" %)**Close**:(%%) Press the “**Close**” button.
87 87  
88 88  
89 -(% style="color:#2980b9" %)**Select a Client:** (%%)You will note that the wording “**Default Client Name**” has been replaced with the true Client Name.
87 +**Select a Client:** You will note that the wording “**Default Client Name**” has been replaced with the true Client Name.
90 90  
91 -(% style="text-align:center" %)
92 -[[image:Adding a new Client and Client Details_html_89ee9772a31e3250.png||height="auto" width="auto"]]
89 +[[image:Adding a new Client and Client Details_html_89ee9772a31e3250.png||height="194" width="334"]]
93 93  
91 +[[image:Adding a new Client and Client Details_html_857ba1e075348553.png||height="13" width="656"]] //Adding a new client to an existing Parent//
94 94  
93 +**
94 +Parent**: Select the relevant Parent
95 95  
96 -(% style="break-before: page; text-align: center;" %)
97 -== (% style="color:#2980b9" %)**Adding a new client to an existing Parent**(%%) ==
96 +**Client Menu**: Select “**Add a new Client**”
98 98  
98 +[[image:Adding a new Client and Client Details_html_984e5025a1f75a45.png||height="114" width="152"]]
99 99  
100 -(% style="color:#2980b9" %)**Parent**:(%%) Select the relevant Parent
101 101  
102 -(% style="color:#2980b9" %)**Client Menu**:(%%) Select “**Add a new Client**”
103 103  
104 -(% style="text-align:center" %)
105 -[[image:1630589566241-809.png]]
102 +**Client Name**: Enter the Client name in the text box displayed. Click on the “**Add**” button.
106 106  
104 +**Prompt**: A text box appears confirming whether a new Client should be added.
107 107  
108 -(% style="color:#2980b9" %)**Client Name**: (%%)Enter the Client name in the text box displayed. Click on the “**Add**” button.
106 +[[image:Adding a new Client and Client Details_html_3d1b89051aefbabb.png||height="218" width="561"]]
109 109  
110 -(% style="color:#2980b9" %)**Prompt**:(%%) A text box appears confirming whether a new Client should be added.
111 -
112 -(% style="text-align:center" %)
113 -[[image:Adding a new Client and Client Details_html_3d1b89051aefbabb.png||height="auto" width="auto"]]
114 -
115 -
116 116  You will note that the new Client has been added to the existing Parent.
117 -
109 +\\
118 118  
119 -(% style="text-align:center" %)
120 -[[image:Adding a new Client and Client Details_html_8a4f21a3ae1d85e1.png||height="auto" width="auto"]]
111 +[[image:Adding a new Client and Client Details_html_8a4f21a3ae1d85e1.png||height="196" width="346"]]
121 121  
113 +**NOTE**
122 122  
123 -(% style="color:#2980b9" %)**NOTE**
124 124  
125 -
126 126  Once the new Client has been added, the following screens need to be updated. Please refer to the relevant manuals.
127 127  
128 128  Client Structure
... ... @@ -131,43 +131,9 @@
131 131  
132 132  Client Benefits
133 133  
134 -[[Paypoints>>doc:Everest User Manuals.4\. Fund Setup.Adding a New Client.Paypoints.WebHome]]
124 +Paypoints
135 135  
136 136  Investment Fees
137 137  
138 138  Risk Policies
139 139  
140 -
141 -(% style="break-before: page; text-align: center;" %)
142 -== (% style="color:#2980b9" %)**Disclaimer and Copyright**(%%) ==
143 -
144 -
145 -(% style="color:#2980b9" %)**DISCLAIMER**
146 -
147 -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.
148 -
149 -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.
150 -
151 -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.
152 -
153 -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.
154 -
155 -
156 -(% style="color:#2980b9" %)**COPYRIGHT**
157 -
158 -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.
159 -
160 -
161 -EBSphere (Pty) Limited
162 -
163 -P.O. Box 785803
164 -
165 -Sandton
166 -
167 -2146
168 -
169 -
170 -(% style="text-align:center" %)
171 -[[image:Everest User Manuals.4\. Fund Setup.Adding a New Client.Paypoints.WebHome@EBSphere_RGB Small.jpg]]
172 -
173 -

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