IMPORT PAYMENT DATA

BY

Import Member Payment Data

Once the membership has been loaded and the policies have been created, the user can load the payments and deductions related to each member by using the template provided.

The Import Member Payment Data (Report Only) batch and template is used to import new payment and deduction information, as well as payment changes.

A report will populate. Remember to save the batch number for the confirmation process. Ensure that all errors are resolved before committing the changes into the system

The Import Member Payment Data (Commit) batch is used to commit the data/changes imported in the previous batch. Load the batch reference number in the field provided, before executing the batch.

Manually Updating Member Payment Data

A User has the option of updating the Member Payment Data manually.

Select the member to update.

Select the “pmt” button at the bottom of the page.

Click on the View Payment Detail hyperlink on the policy line, to view the payments linked to the policy. (Top half of the screen)

The payments already loaded will display. Use the “Click here to add a new row” field to add new income and/or deduction items. Existing rows must not be edited. Only a termination date may be added.

Ensure that the changes are saved before closing the page.

Disclaimer and Copyright

DISCLAIMER

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.

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.

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.

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.

COPYRIGHT

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.

EBSphere (Pty) Limited

P.O. Box 785803

Sandton

2146