Last modified by Megan Kahl on 2021/12/01 09:51
<
From version < 40.1 >
edited by Dominique Tricerri
on 2021/08/31 14:30
To version < 47.1 >
edited by Dominique Tricerri
on 2021/08/31 14:48
>
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11 11  (% style="text-align:center" %)
12 12  [[image:Everest User Manuals.4\. Fund Setup.Adding a New Client.Paypoints.WebHome@EBSphere_RGB Small.jpg||height="128" width="463"]]
13 13  
14 -
15 15  (% class="box infomessage" %)
16 16  (((
16 +(% style="break-before: page" %)
17 +
18 +
17 17  (% style="text-align: center;" %)
18 -(% style="color: rgb(41, 128, 185); font-size: 20px" %)**Table of Contents**(%%)
20 +(% style="color:#2980b9; font-size:20px" %)**Table of Contents**(%%)
19 19  
20 20  {{toc/}}
21 21  
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23 23  )))
24 24  
25 25  
26 -(% style="text-align: center;" %)
28 +(% style="break-before: page; text-align: center;" %)
27 27  == (% style="color:#2980b9" %)**Log in Procedure**(%%) ==
28 28  
29 29  
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46 46  Click on “**OK**”.
47 47  
48 48  
49 -(% style="text-align: center;" %)
51 +(% style="break-before: page; text-align: center;" %)
50 50  == (% style="color:#2980b9" %)**Basic Screen Design**(%%) ==
51 51  
52 52  
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56 56  
57 57  
58 58  
59 -(% style="text-align: center;" %)
61 +(% style="break-before: page; text-align: center;" %)
60 60  == (% style="color:#2980b9" %)**Parent vs. Client vs. Members**(%%) ==
61 61  
62 62  
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81 81  [[image:Everest.NET - Overview_html_d62cf62f29aad0ee.png||height="643" width="347"]]
82 82  
83 83  
84 -(% style="text-align: center;" %)
86 +(% style="break-before: page; text-align: center;" %)
85 85  == (% style="color:#2980b9" %)**Client Menu**(%%) ==
86 86  
87 87  
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185 185  This is a monitoring component which allows management to view the status of all workflow items that have been initiated.
186 186  
187 187  
188 -(% style="text-align: center;" %)
190 +(% style="break-before: page; text-align: center;" %)
189 189  == (% style="color:#2980b9" %)**Member Menu**(%%) ==
190 190  
191 191  
192 192  (% style="text-align:center" %)
193 -[[image:Everest.NET - Overview_html_768e893bf462a3bb.png||height="96" width="179"]]
195 +[[image:Everest.NET - Overview_html_768e893bf462a3bb.png||height="auto" width="auto"]]
194 194  
195 195  
196 196  **Search**
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208 208  This section of the Everest System records all information required for tax applications and PAYE reconciliation purposes. Tax applications are validated and populated via a workflow process and are merely uploaded to SARS via this section. In addition, all cancelled directives are recorded and uploaded to SARS.
209 209  
210 210  
211 -(% style="text-align: center;" %)
213 +(% style="break-before: page; text-align: center;" %)
212 212  == (% style="color:#2980b9" %)**Batches Menu**(%%) ==
213 213  
214 214  
215 215  (% style="text-align:center" %)
216 -[[image:Everest.NET - Overview_html_1ee9981fa6b9512d.png||height="170" width="187"]]
218 +[[image:Everest.NET - Overview_html_1ee9981fa6b9512d.png||height="auto" width="auto"]]
217 217  
218 218  
219 219  **Batch Management**
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229 229  (% style="color:#2980b9" %)**Accounts**
230 230  
231 231  (% style="text-align:center" %)
232 -[[image:Everest.NET - Overview_html_7fe4dec1b1eead99.png||height="193" width="423"]]
234 +[[image:Everest.NET - Overview_html_7fe4dec1b1eead99.png||height="auto" width="auto"]]
233 233  
234 234  
235 235  **Contribution Run**
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260 260  (% style="color:#2980b9" %)**Confirm Accounts**
261 261  
262 262  (% style="text-align:center" %)
263 -[[image:Everest.NET - Overview_html_996c6f871b99170f.png||height="222" width="380"]]
265 +[[image:Everest.NET - Overview_html_996c6f871b99170f.png||height="auto" width="auto"]]
264 264  
265 265  
266 266  
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295 295  
296 296  
297 297  
298 -(% style="text-align: center;" %)
300 +(% style="break-before: page; text-align: center;" %)
299 299  == (% style="color:#2980b9" %)**Accounts Menu**(%%) ==
300 300  
301 301  
302 302  (% style="text-align:center" %)
303 -[[image:Everest.NET - Overview_html_390661347a978792.png||height="463" width="605"]]
305 +[[image:Everest.NET - Overview_html_390661347a978792.png||height="auto" width="auto"]]
304 304  
305 305  
306 306  
307 -(% style="text-align: center;" %)
309 +(% style="break-before: page; text-align: center;" %)
308 308  == (% style="color:#2980b9" %)**People Menu**(%%) ==
309 309  
310 310  
311 311  (% style="text-align:center" %)
312 -[[image:Everest.NET - Overview_html_56bdb1a2aeadd3cf.png||height="100" width="139"]]
314 +[[image:Everest.NET - Overview_html_56bdb1a2aeadd3cf.png||height="auto" width="auto"]]
313 313  
314 314  
315 315  **Search**
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327 327  This section provides a list of all Users and the Clients that they have access to. Additional Access permissions can be granted at this level to either a specific client or a group of clients.
328 328  
329 329  
330 -(% style="text-align: center;" %)
332 +(% style="break-before: page; text-align: center;" %)
331 331  == (% style="color:#2980b9" %)**Other Menu**(%%) ==
332 332  
333 333  
334 334  (% style="text-align:center" %)
335 -[[image:Everest.NET - Overview_html_5821e9f1d972c5eb.png||height="196" width="158"]]
337 +[[image:Everest.NET - Overview_html_5821e9f1d972c5eb.png||height="auto" width="auto"]]
336 336  
337 337  **Factor Types**
338 338  
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369 369  Allows for the insertion of LOA scales.
370 370  
371 371  
372 -(% style="text-align: center;" %)
374 +(% style="break-before: page; text-align: center;" %)
373 373  == (% style="color:#2980b9" %)**Shortcuts Menu**(%%) ==
374 374  
375 375  
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380 380  This item allows the User to ‘save’ all Batches required on a frequent basis. Essentially, once ‘saved’, it is a shortcut to the Batch Management screen for the Batches selected in this setup.
381 381  
382 382  
383 -(% style="text-align: center;" %)
385 +(% style="break-before: page; text-align: center;" %)
384 384  == (% style="color:#2980b9" %)**Administration Menu**(%%) ==
385 385  
386 386  
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618 618  The User levels effectively defines who has access to viewing and or editing of the various components on the Everest System.
619 619  
620 620  
621 -(% style="text-align: center;" %)
623 +(% style="break-before: page; text-align: center;" %)
622 622  == (% style="color:#2980b9" %)**Shortcut Icons**(%%) ==
623 623  
624 624  **Shortcuts to the relevant Menu Paths.**
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633 633  [[image:Everest.NET - Overview_html_a80fb56e2717e0b2.png||height="93" width="418"]]
634 634  
635 635  
636 -(% style="text-align: center;" %)
638 +(% style="break-before: page; text-align: center;" %)
637 637  == (% style="color:#2980b9" %)**Search Function**(%%) ==
638 638  
639 639  
... ... @@ -736,7 +736,7 @@
736 736  
737 737  
738 738  
739 -(% style="text-align: center;" %)
741 +(% style="break-before: page; text-align: center;" %)
740 740  == (% style="color:#2980b9" %)**Everest Abbreviations/Glossary**(%%) ==
741 741  
742 742  
... ... @@ -801,7 +801,7 @@
801 801  **wf : **Workflows
802 802  
803 803  
804 -(% style="text-align: center;" %)
806 +(% style="break-before: page; text-align: center;" %)
805 805  == (% style="color:#2980b9" %)**Disclaimer and Copyright**(%%) ==
806 806  
807 807  
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832 832  
833 833  (% style="text-align:center" %)
834 834  [[image:Everest User Manuals.4\. Fund Setup.Adding a New Client.Paypoints.WebHome@EBSphere_RGB Small.jpg]]
835 -
836 -

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