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...	...	@@ -11,9 +11,11 @@
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		-(% style="break-before: page %)
15	15	(% class="box infomessage" %)
16	16	(((
	16	+(% style="break-before: page" %)
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17	17	(% style="text-align: center;" %)
18	18	(% style="color:#2980b9; font-size:20px" %)**Table of Contents**(%%)
19	19
...	...	@@ -190,7 +190,7 @@
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**
...	...	@@ -213,7 +213,7 @@
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**
...	...	@@ -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
...	...	@@ -294,13 +294,12 @@
294	294	Generates a Management Report reflecting the status of all contribution runs.
295	295
296	296
297		-
298		-(% style="break-before: page; text-align: center;" %)
	299	+(% style="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"]]
	304	+[[image:Everest.NET - Overview_html_390661347a978792.png||height="auto" width="auto"]]
304	304
305	305
306	306
...	...	@@ -309,7 +309,7 @@
309	309
310	310
311	311	(% style="text-align:center" %)
312		-[[image:Everest.NET - Overview_html_56bdb1a2aeadd3cf.png||height="100" width="139"]]
	313	+[[image:Everest.NET - Overview_html_56bdb1a2aeadd3cf.png||height="auto" width="auto"]]
313	313
314	314
315	315	**Search**
...	...	@@ -332,7 +332,7 @@
332	332
333	333
334	334	(% style="text-align:center" %)
335		-[[image:Everest.NET - Overview_html_5821e9f1d972c5eb.png||height="196" width="158"]]
	336	+[[image:Everest.NET - Overview_html_5821e9f1d972c5eb.png||height="auto" width="auto"]]
336	336
337	337	**Factor Types**
338	338
...	...	@@ -374,7 +374,7 @@
374	374
375	375
376	376	(% style="text-align:center" %)
377		-[[image:Everest.NET - Overview_html_e82a26de123bb9a4.png||height="165" width="571"]]
	378	+[[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.
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391	391
392	392
393	393	(% style="text-align:center" %)
394		-[[image:Everest.NET - Overview_html_7aa896c78f7b93a8.png||height="218" width="352"]]
	395	+[[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"]]
	417	+[[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"]]
	478	+[[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"]]
	599	+[[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"]]
	608	+[[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.
...	...	@@ -613,7 +613,7 @@
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"]]
	617	+[[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
...	...	@@ -624,13 +624,13 @@
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"]]
	628	+[[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"]]
	631	+[[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"]]
	634	+[[image:Everest.NET - Overview_html_a80fb56e2717e0b2.png||height="133" width="601"]]
634	634
635	635
636	636	(% style="break-before: page; text-align: center;" %)
...	...	@@ -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"]]
	656	+[[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"]]
	662	+[[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"]]
	670	+[[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"]]
	676	+[[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"]]
	688	+[[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"]]
	692	+[[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"]]
	704	+[[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"]]
	710	+[[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"]]
	720	+[[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"]]
	723	+[[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** ====
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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"]]
	732	+[[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"]]
	736	+[[image:Everest.NET - Overview_html_bcc2a42eae0d5c2f.png||height="auto" width="auto"]]
736	736
737	737
738	738