> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://smartpractice.crisp.help/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Bestuur B-BBEE

1. Kies PlanSmart

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1ckn9b1.png)

2. Kies "Other"

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_nus65g.png)

3. Kies B-BBEE

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_kobtlh.png)

4. Klik op B-BBEE Reminder Setting

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1b1xi3y.png)

5. Klik op "Show Report"

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_18iizpc.png)

6. Kies die toepaslike hernuwingsmaand

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_iwcbwe.png)

7. Klik op "Update Details"

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1cf9h3d.png)

8. Klik op "B-BBEE Renewal Month"

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_795837.png)

9. Kies die indieningsmaand

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1quad21.png)

10. Klik op "Show Report"

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_12xalrr.png)

11. Hierdie verslag sal al die kliënte wys wat vir die B-BBEE-sertifisering diens gemerk is, saam met hul registrasienommer.

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_j74b4v.png)

12. Klik op "B-BBEE Certificates Not Loaded"

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_sum9jt.png)

13. Filter die verslag soos benodig

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_17qxb4y.png)

14. Klik op "Show Report"

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1qu213v.png)

15. Klik op "Files"

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1ctxtsr.png)

16. Klik op "Upload to current file categories"

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_fmclop.png)

17. Kies die kategorie

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_md7rn8.png)

18. Kies die file
![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_izbwk5.png)

19. Kies wie om die e-pos te stuur of voeg 'n ander ontvanger by.

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_13m9adm.png)

20. Klik op "Upload Files"

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_o9eadb.png)

21. Die kliënt sal nou 'n groen regmerkie hê om aan te dui dat 'n file vir hierdie kliënt gelaai is.

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_otriil.png)

22. Klik op die groen regmerkie, en jy kan nou notas byvoeg en as voltooi merk. Jy kan ook ander gebruikers in kennis stel.

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1wa5jvu.png)

23. Klik op "Save"

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1ca5jb7.png)

24. Die verslag sal jou wys watter B-BBEE-sertifikate gedoen is of nie gedoen is nie, of die files gelaai is, en of daar notas is.

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_npwvpn.png)

25. Die verslag sal ook die totale B-BBEE-kliënte wys en die % van elke jaar wat voltooi is.