v7 FreeBalance Help

Retirement Benefits require a user to define benefits paid to an employee upon the employee's retirement. To MODIFY a Retirement Benefit, follow the steps below:

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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 Retirement Benefits, leave all fields blank.
2. Click on the Find icon .  The list of Retirement Benefits meeting the retrieval criteria  will appear.
3. Click on the Retirement Benefit you want to modify.
   You will then be in Update/Delete Mode.
4. Make the necessary modifications. To add or remove Formulas, refer to Formulas. Too add or remove Restrictions Per Beneficiaries, refer to Restriction Per Beneficiaries.
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.