v7 FreeBalance Help

This screen provides the ability to gather all beneficiaries in one organized function.

To MODIFY, follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Enter the information to be used as retrieval criteria in the appropriate field(s). 
   If you prefer to see the list of all Beneficiaries, leave all fields blank.
2. Click on the Find icon .
3. Click on the Employee you want to modify.
   You will then be in Update/Delete Mode.
4. Make the necessary modifications.  To add or remove any created or retrieved information under the Tabs, refer to the associated link of the created or retrieved information in Create a Beneficiary.
5. Click on the Update icon  at the bottom of the screen to save your modifications. A window will appear to confirm the modification. Click OK to confirm.