This guide provides a comprehensive overview of how to add, manage, and retrieve an Allps eWallet for a client within the MAXMONEY system.

Before You Begin: Prerequisites & Important Rules

Please ensure the following points are understood before you proceed.

• User Permissions: To access these functions, your user profile must be assigned the Client : eWallet Details role by a System Administrator.
• FEZA Cards: For detailed information on the new chip-enabled cards, please refer to the separate "FEZA Cards - EMV enabled" guide.
• Client & Wallet Requirements (Allps Rules):
  • The client must have a valid ID number on their profile.
  • A client may only have one active and preferred eWallet at a time.
  • The eWallet account must be valid and linked to your specific Legal Entity's branch on the Allps system. See the "Changing an eWallet's Home Branch" section below for more details.
• System Availability: You cannot add new eWallets if the FNB banking system is offline.

How to Add a New Allps eWallet

Navigation: Client Administration > Search for a Client > Edit Client > Banking > Add a New eWallet

Follow these steps to create a new eWallet and link it to a client's profile.

1. Complete the eWallet Details

Fill in the fields on the "Add a New eWallet" screen as described below.

2. Card-Specific Fields (If Applicable)

If you select "eWallet EMV FEZA Card" as the Access Method, the following fields will become visible and must be completed:

3. Print Confirmation and Finalize

1. After completing the details, click the Next button.
2. If you chose the eWallet EMV FEZA Card method, you will be redirected to the "eWallet Card Receipt Confirmation" print screen.
3. You must print this document for the client to sign.
4. Click Save to finalize the process and store the eWallet information.

Other Wallet Management Functions

Changing an eWallet's Home Branch

An eWallet must be linked to the correct branch on the Allps system to function correctly.

• If a client's wallet is incorrectly linked to another branch, you cannot change this directly in MAXMONEY.
• The client must sign a consent form, which must then be sent to Allps. Allps will process the request to relink the wallet to the correct branch.

Retrieving an Existing Wallet from Allps

If a client already has an eWallet registered with Allps, you can retrieve its details directly.

1. On the client's Banking screen, click the "Get an Existing Allps Client Registered Wallet" button.
2. The system will use its Allps credentials to log in to the Allps service and retrieve any eWallet accounts registered to that client.

Troubleshooting: The '?' Replacement Character

If you see a ? symbol (often in a black diamond or square box) in any data field, it is a Unicode replacement character. This means the system received data from an external source (like Allps) that it could not recognize or represent correctly. This usually indicates an invalid character in the source data.

Action Buttons

• Save: Click this button to store the new eWallet information and changes you have made.
• Cancel: Click this button to discard all information entered and return to the previous screen without saving.