Last modified by Megan Kahl on 2021/12/01 09:51
<
From version < 41.1 >
edited by Dominique Tricerri
on 2021/08/31 14:43
To version < 54.1 >
edited by Dominique Tricerri
on 2021/08/31 14:57
>
Change comment: There is no comment for this version

Summary

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Content
... ... @@ -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" %)
17 +
18 +
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**
... ... @@ -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="186" width="403"]]
233 233  
234 234  
235 235  **Contribution Run**
... ... @@ -246,7 +246,7 @@
246 246  
247 247  This item allows for the calculation of month end accruals for an Establishment. A report is produced, and all data is held in a Temporary table until the process is confirmed below.
248 248  
249 -
251 +(% style="break-before: page" %)
250 250  **Loan Update**
251 251  
252 252  For direct housing loans, this item calculates the month end repayments expected. A report is produced, and all data is held in a Temporary table until such time as the process is confirmed below.
... ... @@ -260,10 +260,8 @@
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 -
266 -
267 267  **Client Contributions**
268 268  
269 269  This item effectively transfers the data from a Temporary Table of the Parent or Client (discussed above) to the Live Tables. At this point, all information will appear in member records and will be posted to the relevant accounting ledgers.
... ... @@ -293,14 +293,12 @@
293 293  
294 294  Generates a Management Report reflecting the status of all contribution runs.
295 295  
296 -
297 -
298 -(% style="break-before: page; text-align: center;" %)
296 +(% 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"]]
301 +[[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"]]
310 +[[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"]]
333 +[[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"]]
375 +[[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.
... ... @@ -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"]]
392 +[[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"]]
414 +[[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"]]
475 +[[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"]]
596 +[[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"]]
605 +[[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"]]
614 +[[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"]]
625 +[[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"]]
628 +[[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"]]
631 +[[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"]]
653 +[[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"]]
659 +[[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"]]
667 +[[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"]]
673 +[[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"]]
685 +[[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"]]
689 +[[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"]]
701 +[[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"]]
707 +[[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"]]
717 +[[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"]]
720 +[[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** ====
... ... @@ -728,11 +728,11 @@
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"]]
729 +[[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"]]
733 +[[image:Everest.NET - Overview_html_bcc2a42eae0d5c2f.png||height="auto" width="auto"]]
736 736  
737 737  
738 738  

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