v7 FreeBalance Help

Overview

 This screen contains information that helps users understand the requirements that are necessary to obatin a pensions

Navigation

To CREATE a Life Certificate follow the steps below

By default, you will be in Search Mode.

1. Click on the New icon   (you will then be in Insert Mode).
2. Enter the new Life Certificate information.  Fields with an asterisk  are mandatory fields.
3. Enter the ID
4. To enter the Employee, if required, click on the Lookup icon ,  click on Find icon  to retrieve the Employee list, then select the Employee.
5.  To enter the Employee Beneficiary, if required, click on the Lookup icon ,  click on Find icon  to retrieve the Employee Beneficiary list, then select the Employee Beneficiary . 
6. To enter the Validated By, if required, click on the Lookup icon ,  click on Find icon  to retrieve the Validated By list, then select the Validated By.
7. Enter the Validation Date

Click on the Save icon  at the bottom of the Life Certificate to save your new Life Certificate information.  A window will appear to confirm.