Pension Set Up#

The set up for the pension module consists of six different parts. They consist of components, tables, categories, plans, accounts and transactions.
  • Pension Components
    • Define Pension Components
    • Print Pension Component
  • Pension Tables
    • Define Pension Tables
    • Load Pension Tables
    • Print Pension Tables
  • Payment Categories
    • Define Pension Payments Categories
  • Pension Plans
    • Define Pension Plans
    • Define Pension Options
  • Pension Accounts
    • Define Pension Accounts
    • Print Pension Accounts
  • Maintain Pension Account Statuses

Pension Information#

Wiki allows you to provide and maintain pension information such as pension activities, evaluations and recipients.
  • Pension Information
    • Pension Activity
    • Define Pension Activities
    • Print Pension Activity
  • Pension Evaluations
    • Maintain Pension Evaluations
    • Generate Pension Evaluations
    • Print Pension Evaluation
  • Pension Recipients
    • Define Pension Recipients
    • Print Recipient Payments

Mail Merge#

The Application may be set up for mail merge so that letters may be generated for the pension recipients.
  • Using Access With Mail Merge
    • How To Set Up ODBC
    • Test The ODBC Connection
  • Create An Access Database
    • Create Mail Merge
    • Adding Text And Data To The Merge Document