Summary

• Page properties (1 modified, 0 added, 0 removed)

Details

Page properties

Content

...	...	@@ -11,11 +11,13 @@
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
...	...	@@ -23,7 +23,7 @@
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
...	...	@@ -46,7 +46,7 @@
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
...	...	@@ -56,7 +56,7 @@
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
...	...	@@ -81,7 +81,7 @@
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
...	...	@@ -185,12 +185,12 @@
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**
...	...	@@ -208,12 +208,12 @@
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**
...	...	@@ -229,7 +229,7 @@
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**
...	...	@@ -260,7 +260,7 @@
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
...	...	@@ -295,21 +295,21 @@
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**
...	...	@@ -327,12 +327,12 @@
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
...	...	@@ -369,18 +369,18 @@
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
376	376	(% style="text-align:center" %)
377		-[[image:Everest.NET - Overview_html_e82a26de123bb9a4.png||height="165" width="571"]]
	379	+[[image:Everest.NET - Overview_html_e82a26de123bb9a4.png||height="auto" width="auto"]]
378	378
379	379
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
...	...	@@ -391,7 +391,7 @@
391	391
392	392
393	393	(% style="text-align:center" %)
394		-[[image:Everest.NET - Overview_html_7aa896c78f7b93a8.png||height="218" width="352"]]
	396	+[[image:Everest.NET - Overview_html_7aa896c78f7b93a8.png||height="auto" width="auto"]]
395	395
396	396
397	397
...	...	@@ -413,7 +413,7 @@
413	413	=== (% style="color:#2980b9" %)**Financial Settings**(%%) ===
414	414
415	415	(% style="text-align:center" %)
416		-[[image:Everest.NET - Overview_html_83a27e71f9fea658.png||height="308" width="375"]]
	418	+[[image:Everest.NET - Overview_html_83a27e71f9fea658.png||height="auto" width="auto"]]
417	417
418	418
419	419	**System Bank Accounts**
...	...	@@ -474,7 +474,7 @@
474	474	=== (% style="color:#2980b9" %)**Static Settings**(%%) ===
475	475
476	476	(% style="text-align:center" %)
477		-[[image:Everest.NET - Overview_html_60aa2d57550ec664.png||height="505" width="309"]]
	479	+[[image:Everest.NET - Overview_html_60aa2d57550ec664.png||height="auto" width="auto"]]
478	478
479	479
480	480	**Expense Types**
...	...	@@ -595,7 +595,7 @@
595	595	=== (% style="color:#2980b9" %)**Workflow Groups**(%%) ===
596	596
597	597	(% style="text-align:center" %)
598		-[[image:Everest.NET - Overview_html_25397025a72b1de5.png||height="187" width="139"]]
	600	+[[image:Everest.NET - Overview_html_25397025a72b1de5.png||height="auto" width="auto"]]
599	599
600	600
601	601	A Workflow models the Administration House’s business processes (with validations) and records them in a step-by-step process on the system. All workflow processes are listed here, and this section details each step of the process selected.
...	...	@@ -604,7 +604,7 @@
604	604	=== (% style="color:#2980b9" %)**Workflow People**(%%) ===
605	605
606	606	(% style="text-align:center" %)
607		-[[image:Everest.NET - Overview_html_273fd31c1c2dff4a.png||height="178" width="136"]]
	609	+[[image:Everest.NET - Overview_html_273fd31c1c2dff4a.png||height="auto" width="auto"]]
608	608
609	609
610	610	The workflow people are effectively the personnel involved in any one of the steps of the process, whether it be an administrator, a cheque signatory etc.
...	...	@@ -613,27 +613,27 @@
613	613	=== (% style="color:#2980b9" %)**User Levels**(%%) ===
614	614
615	615	(% style="text-align:center" %)
616		-[[image:Everest.NET - Overview_html_2c67a45eafc4f5ee.png||height="172" width="130"]]
	618	+[[image:Everest.NET - Overview_html_2c67a45eafc4f5ee.png||height="auto" width="auto"]]
617	617
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.**
625	625
626	626	(% style="text-align:center" %)
627		-[[image:Everest.NET - Overview_html_b13e9a8f50fc1238.png||height="264" width="397"]]
	629	+[[image:Everest.NET - Overview_html_b13e9a8f50fc1238.png||height="auto" width="auto"]]
628	628
629	629	(% style="text-align:center" %)
630		-[[image:Everest.NET - Overview_html_9a08478fbbddb66d.png||height="270" width="409"]]
	632	+[[image:Everest.NET - Overview_html_9a08478fbbddb66d.png||height="auto" width="auto"]]
631	631
632	632	(% style="text-align:center" %)
633		-[[image:Everest.NET - Overview_html_a80fb56e2717e0b2.png||height="93" width="418"]]
	635	+[[image:Everest.NET - Overview_html_a80fb56e2717e0b2.png||height="auto" width="auto"]]
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
...	...	@@ -652,13 +652,13 @@
652	652
653	653
654	654	(% style="text-align:center" %)
655		-[[image:Everest.NET - Overview_html_5a8af4d79db43e5f.png||height="309" width="490"]]
	657	+[[image:Everest.NET - Overview_html_5a8af4d79db43e5f.png||height="auto" width="auto"]]
656	656
657	657
658	658	Once the individual has been located, the following screen will appear.
659	659
660	660	(% style="text-align:center" %)
661		-[[image:Everest.NET - Overview_html_4a33bbbb0ec8e525.png||height="97" width="636"]]
	663	+[[image:Everest.NET - Overview_html_4a33bbbb0ec8e525.png||height="auto" width="auto"]]
662	662
663	663
664	664	By clicking on the __view__ hyperlink, all static information loaded for the individual will be displayed**. **For members, the information listed here would have been imported via the Member Import (detailed in the first section of this document).
...	...	@@ -666,13 +666,13 @@
666	666	For all individuals, other than Members, ensure that the Designation (at the bottom of the screen) has been flagged accordingly. This component allows for the filtering of “**People**” records available within other screens.
667	667
668	668	(% style="text-align:center" %)
669		-[[image:Everest.NET - Overview_html_fe052391e5f663da.png||height="376" width="636"]]
	671	+[[image:Everest.NET - Overview_html_fe052391e5f663da.png||height="auto" width="auto"]]
670	670
671	671
672	672	By clicking on the Fund Information Tab, a record of the Fund/s to whom this individual belongs will be displayed. This example reflects that the individual has only a “**People**” record and **not** a Member record. The above example is not a member of any of the Funds under administration on the System. This individual is merely a Contact, whether she is a Principal Officer to the Fund or Client Contact etc.
673	673
674	674	(% style="text-align:center" %)
675		-[[image:Everest.NET - Overview_html_a148d24ce82192f7.png||height="58" width="571"]]
	677	+[[image:Everest.NET - Overview_html_a148d24ce82192f7.png||height="auto" width="auto"]]
676	676
677	677
678	678	Should a Fund Membership record exist, the User is able to locate the member within the selected Client as identified later in the document.
...	...	@@ -684,11 +684,11 @@
684	684	To Search for a client on the Database, proceed as follows:
685	685
686	686	(% style="text-align:center" %)
687		-[[image:Everest.NET - Overview_html_a7bf5244f230b5e6.png||height="202" width="636"]]
	689	+[[image:Everest.NET - Overview_html_a7bf5244f230b5e6.png||height="auto" width="auto"]]
688	688
689	689
690	690	(% style="text-align:center" %)
691		-[[image:Everest.NET - Overview_html_6c51e644c4f624a.png||height="275" width="636"]]
	693	+[[image:Everest.NET - Overview_html_6c51e644c4f624a.png||height="auto" width="auto"]]
692	692
693	693
694	694	=== (% style="color:#2980b9" %)**Searching for Members**(%%) ===
...	...	@@ -700,13 +700,13 @@
700	700	Once the Client has been located (as above) the user is able to search for members within the selected Client**. **To Search for members within the specific Client, proceed as follows:
701	701
702	702	(% style="text-align:center" %)
703		-[[image:Everest.NET - Overview_html_19f8c03b621b2ccc.png||height="211" width="582"]]
	705	+[[image:Everest.NET - Overview_html_19f8c03b621b2ccc.png||height="auto" width="auto"]]
704	704
705	705	Once the individual has been located, the following screen will appear.
706	706
707	707
708	708	(% style="text-align:center" %)
709		-[[image:Everest.NET - Overview_html_3bfbafb577baed77.png||height="102" width="636"]]
	711	+[[image:Everest.NET - Overview_html_3bfbafb577baed77.png||height="auto" width="auto"]]
710	710
711	711
712	712
...	...	@@ -716,10 +716,10 @@
716	716	Should the User wish to locate all members within the specific Client, proceed as follows:
717	717
718	718	(% style="text-align:center" %)
719		-[[image:Everest.NET - Overview_html_cf1060b464bbc73d.png||height="203" width="566"]]
	721	+[[image:Everest.NET - Overview_html_cf1060b464bbc73d.png||height="auto" width="auto"]]
720	720
721	721	(% style="text-align:center" %)
722		-[[image:Everest.NET - Overview_html_40a9ad0b46370ede.png||height="360" width="578"]]
	724	+[[image:Everest.NET - Overview_html_40a9ad0b46370ede.png||height="auto" width="auto"]]
723	723
724	724
725	725	==== **C. Searching for an Individual Member within the Member Listing from (B) above** ====
...	...	@@ -728,15 +728,15 @@
728	728	Should the User wish to locate an individual member within the list of members (as documented above), proceed as follows:
729	729
730	730	(% style="text-align:center" %)
731		-[[image:Everest.NET - Overview_html_f163edc01ef2138c.png||height="231" width="618"]]
	733	+[[image:Everest.NET - Overview_html_f163edc01ef2138c.png||height="auto" width="auto"]]
732	732
733	733
734	734	(% style="text-align:center" %)
735		-[[image:Everest.NET - Overview_html_bcc2a42eae0d5c2f.png||height="111" width="636"]]
	737	+[[image:Everest.NET - Overview_html_bcc2a42eae0d5c2f.png||height="auto" width="auto"]]
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
...	...	@@ -832,5 +832,3 @@
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		-