Copyright Notice
Introduction
Security
Infrastructure
Accounting
Investment
Product Launch Requirements
Products
Clients
Processes
Annuity Payment Type Definition and Uses
Reports
System Reports
My Work
Auxiliary Activities
Archive
Supplements
    Accounting Activities Generated by the Payment Run
    Accounting Transaction Examples
    Annuity Accounting Rules
    Annuity Deductions - Journal Transfers
    Annuity Employer Medical Aid Contributions
    Annuity Payment Type Definitions and Uses
    Automated Patching
    Batch Programs
    Benefit Statement Setup for Projections
    Bonus Investments
    Bulk Upload of Home Loan Details
    Calculation of Monthly PAYE for Annuities
    Claim, Quote and Projection Input Questions
    Creating a Member Web Site
    Finding Reports
    Interfaces
    Investment Allocation
    MIR Calculated Value
    Processes
       Adding a Funeral Benefit
       Adding a New EFT Rule
       Adding a New Investment Manager
       Adding a New Superuser (Administrator)
       Adding a Participating Employer
       Adding Members or Beneficiaries to Annuity Funds
       Age Related Rebates
       Annuity Data Migration
       Asset and Liability Matching
       Bulk Claims
       Bulk Document Upload
       Bulk Journal Load
       Data Take-on: Beneficiaries
       Data Take-on: Pensioners
       Deleting Payroll Cycles and Reversing Income
       Excel Payroll File Uploads
       Expense Billing
       Income Processing
       Interfacing to Advantage Asset Managers
       Managing Child Pensions
       Merge Members
       Medical Aid Tax Credits
       Payroll Processing
       Processing the Home Affairs File
       Product Launch
       Reloading Input - Opening Payroll Cycles
       Reversing a Deposit Allocation
       Running Section 13A Interest
       Running the Member Values Report
       Scheduling Flexible Benefit Statements
       Setting up a New Entrant Certificate Format
       Setting up Age Band Increases for Annuitants
       Setting up Template Elements for Benefit Statements
       Setting up Trustee Elections
       Underwriting
       Unlinking a Participating Employer after a Product Copy
       Unlinking a Portfolio from a Product
       Updating ADM and GLA Rates
    Projections on Member Web Site
    Quick Reference Process Guide
    Tags
    Transaction Action Codes
    Take-on vs Transfer Values
    Use of Payment Start Date for Annuity Tax Calculation
Bank Interfaces
Client Specific
FAQ