Last modified by Megan Kahl on 2021/12/01 11:48
<
From version < 19.1 >
edited by Dominique Tricerri
on 2021/09/02 14:55
To version < 14.1 >
edited by Dominique Tricerri
on 2021/09/02 13:32
>
Change comment: Uploaded new attachment "1630589528895-161.png", version {1}

Summary

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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 -(% class="box infomessage" %)
16 -(((
17 -(% style="break-before: page" %)
18 -
19 19  
20 -(% style="text-align: center;" %)
21 -(% style="color:#2980b9; font-size:20px" %)**Table of Contents**(%%)
22 22  
23 23  
24 -{{toc/}}
25 25  
26 -
27 -)))
18 +**COPYRIGHT**
28 28  
29 -(% style="break-before: page" %)
30 -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.
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.
31 31  
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 +
32 32  In this example, we have detailed the two scenarios i.e.:
33 33  
34 34  * Adding a new Client to a new Parent
35 35  * Adding a new Client to an existing Parent
36 36  
37 -(% style="text-align: center;" %)
38 -== (% style="color:#2980b9" %)**Adding a new Client to a new Parent**(%%) ==
39 39  
40 +//Adding a new Client to a new Parent//
40 40  
41 -(% style="color:#2980b9" %)**Client **(%%)Select the relevant Client.
42 42  
43 -You will note that a Client entitled “**Default Client Name**” is automatically reflected under the new Parent that has been created.
43 +**Client &nbsp;&nbsp;**Select the relevant Client.
44 44  
45 -(% style="text-align:center" %)
45 +**&nbsp;&nbsp;**You will note that a Client entitled “**Default Client Name**” is automatically reflected under the new Parent that has been created.
46 +
46 46  [[image:Adding a new Client and Client Details_html_3ecfd030457a725d.png||height="241" width="437"]]
47 47  
49 +**Client Menu** Select “**Details**”
50 +\\
48 48  
49 -(% style="color:#2980b9" %)**Client Menu**(%%) Select “**Details**”
50 -
52 +[[image:Adding a new Client and Client Details_html_a0bd66702ccdc124.png||height="93" width="106"]]
51 51  
52 -(% style="text-align:center" %)
53 -[[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.
54 54  
55 -(% style="break-before: page" %)
56 -(% 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 +[[image:Adding a new Client and Client Details_html_af230e60f44bd927.png||height="358" width="584"]]
57 57  
58 -(% style="text-align:center" %)
59 -[[image:Adding a new Client and Client Details_html_af230e60f44bd927.png||height="auto" width="auto"]]
60 60  
61 61  
62 62  
63 -(% style="color:#2980b9" %)**SARS No:**
61 +**SARS No:**
64 64  
65 65  The format must conform to the SARS requirements: 18/20/04/000000
66 66  
67 -(% style="color:#2980b9" %)**PF No:**
65 +**PF No:**
68 68  
69 69  The format must conform to the SARS requirements: 12/8/1234567/123456
70 70  
... ... @@ -72,58 +72,49 @@
72 72  
73 73  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.
74 74  
75 -(% style="color:#2980b9" %)**PAYE No:**
73 +**PAYE No:**
76 76  
77 77  The format must conform to the SARS requirements: 7000000000
78 78  
79 79  There are 10 characters. The number must start with 7.
80 80  
81 -(% style="text-align:center" %)
82 -[[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"]]
83 83  
81 +**Save:** Press the “**Save**” button.
84 84  
85 -(% style="color:#2980b9" %)**Save:**(%%) Press the “**Save**” button.
83 +**Close**: Press the “**Close**” button.
86 86  
87 -(% style="color:#2980b9" %)**Close**:(%%) Press the “**Close**” button.
88 88  
89 89  
90 -(% 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.
91 91  
92 -(% style="text-align:center" %)
93 -[[image:Adding a new Client and Client Details_html_89ee9772a31e3250.png||height="252" width="429"]]
89 +[[image:Adding a new Client and Client Details_html_89ee9772a31e3250.png||height="194" width="334"]]
94 94  
91 +[[image:Adding a new Client and Client Details_html_857ba1e075348553.png||height="13" width="656"]] //Adding a new client to an existing Parent//
95 95  
93 +**
94 +Parent**: Select the relevant Parent
96 96  
97 -(% style="break-before: page; text-align: center;" %)
98 -== (% style="color:#2980b9" %)**Adding a new client to an existing Parent**(%%) ==
96 +**Client Menu**: Select “**Add a new Client**”
99 99  
98 +[[image:Adding a new Client and Client Details_html_984e5025a1f75a45.png||height="114" width="152"]]
100 100  
101 -(% style="color:#2980b9" %)**Parent**:(%%) Select the relevant Parent
102 102  
103 -(% style="color:#2980b9" %)**Client Menu**:(%%) Select “**Add a new Client**”
104 104  
105 -(% style="text-align:center" %)
106 -[[image:1630589566241-809.png]]
102 +**Client Name**: Enter the Client name in the text box displayed. Click on the “**Add**” button.
107 107  
104 +**Prompt**: A text box appears confirming whether a new Client should be added.
108 108  
109 -(% 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"]]
110 110  
111 -(% style="color:#2980b9" %)**Prompt**:(%%) A text box appears confirming whether a new Client should be added.
112 -
113 -(% style="text-align:center" %)
114 -[[image:Adding a new Client and Client Details_html_3d1b89051aefbabb.png||height="auto" width="auto"]]
115 -
116 -
117 117  You will note that the new Client has been added to the existing Parent.
118 -
109 +\\
119 119  
120 -(% style="text-align:center" %)
121 -[[image:Adding a new Client and Client Details_html_8a4f21a3ae1d85e1.png||height="247" width="432"]]
111 +[[image:Adding a new Client and Client Details_html_8a4f21a3ae1d85e1.png||height="196" width="346"]]
122 122  
113 +**NOTE**
123 123  
124 -(% style="color:#2980b9" %)**NOTE**
125 125  
126 -
127 127  Once the new Client has been added, the following screens need to be updated. Please refer to the relevant manuals.
128 128  
129 129  Client Structure
... ... @@ -132,41 +132,9 @@
132 132  
133 133  Client Benefits
134 134  
135 -[[Paypoints>>doc:Everest User Manuals.4\. Fund Setup.Adding a New Client.Paypoints.WebHome]]
124 +Paypoints
136 136  
137 137  Investment Fees
138 138  
139 -[[Risk Policies>>doc:Everest User Manuals.4\. Fund Setup.Adding a New Parent.Risk Policies.WebHome]]
128 +Risk Policies
140 140  
141 -
142 -(% style="break-before: page; text-align: center;" %)
143 -== (% style="color:#2980b9" %)**Disclaimer and Copyright**(%%) ==
144 -
145 -
146 -(% style="color:#2980b9" %)**DISCLAIMER**
147 -
148 -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.
149 -
150 -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.
151 -
152 -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.
153 -
154 -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.
155 -
156 -
157 -(% style="color:#2980b9" %)**COPYRIGHT**
158 -
159 -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.
160 -
161 -
162 -EBSphere (Pty) Limited
163 -
164 -P.O. Box 785803
165 -
166 -Sandton
167 -
168 -2146
169 -
170 -
171 -(% style="text-align:center" %)
172 -[[image:Everest User Manuals.4\. Fund Setup.Adding a New Client.Paypoints.WebHome@EBSphere_RGB Small.jpg]]
1630589566241-809.png
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1 -XWiki.dominiquet
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