Summary

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

Details

Page properties

Content

...	...	@@ -11,13 +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	+
14	14	(% class="box infomessage" %)
15	15	(((
16		-(% style="break-before: page" %)
17		-
18		-
19	19	(% style="text-align: center;" %)
20		-(% style="color:#2980b9; font-size:20px" %)**Table of Contents**(%%)
	18	+(% style="color: rgb(41, 128, 185); font-size: 20px" %)**Table of Contents**(%%)
21	21
22	22	{{toc/}}
23	23
...	...	@@ -25,7 +25,7 @@
25	25	)))
26	26
27	27
28		-(% style="break-before: page; text-align: center;" %)
	26	+(% style="text-align: center;" %)
29	29	== (% style="color:#2980b9" %)**Log in Procedure**(%%) ==
30	30
31	31
...	...	@@ -48,7 +48,7 @@
48	48	Click on “**OK**”.
49	49
50	50
51		-(% style="break-before: page; text-align: center;" %)
	49	+(% style="text-align: center;" %)
52	52	== (% style="color:#2980b9" %)**Basic Screen Design**(%%) ==
53	53
54	54
...	...	@@ -58,7 +58,7 @@
58	58
59	59
60	60
61		-(% style="break-before: page; text-align: center;" %)
	59	+(% style="text-align: center;" %)
62	62	== (% style="color:#2980b9" %)**Parent vs. Client vs. Members**(%%) ==
63	63
64	64
...	...	@@ -83,7 +83,7 @@
83	83	[[image:Everest.NET - Overview_html_d62cf62f29aad0ee.png||height="643" width="347"]]
84	84
85	85
86		-(% style="break-before: page; text-align: center;" %)
	84	+(% style="text-align: center;" %)
87	87	== (% style="color:#2980b9" %)**Client Menu**(%%) ==
88	88
89	89
...	...	@@ -187,12 +187,12 @@
187	187	This is a monitoring component which allows management to view the status of all workflow items that have been initiated.
188	188
189	189
190		-(% style="break-before: page; text-align: center;" %)
	188	+(% style="text-align: center;" %)
191	191	== (% style="color:#2980b9" %)**Member Menu**(%%) ==
192	192
193	193
194	194	(% style="text-align:center" %)
195		-[[image:Everest.NET - Overview_html_768e893bf462a3bb.png||height="auto" width="auto"]]
	193	+[[image:Everest.NET - Overview_html_768e893bf462a3bb.png||height="96" width="179"]]
196	196
197	197
198	198	**Search**
...	...	@@ -210,12 +210,12 @@
210	210	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.
211	211
212	212
213		-(% style="break-before: page; text-align: center;" %)
	211	+(% style="text-align: center;" %)
214	214	== (% style="color:#2980b9" %)**Batches Menu**(%%) ==
215	215
216	216
217	217	(% style="text-align:center" %)
218		-[[image:Everest.NET - Overview_html_1ee9981fa6b9512d.png||height="auto" width="auto"]]
	216	+[[image:Everest.NET - Overview_html_1ee9981fa6b9512d.png||height="170" width="187"]]
219	219
220	220
221	221	**Batch Management**
...	...	@@ -231,7 +231,7 @@
231	231	(% style="color:#2980b9" %)**Accounts**
232	232
233	233	(% style="text-align:center" %)
234		-[[image:Everest.NET - Overview_html_7fe4dec1b1eead99.png||height="auto" width="auto"]]
	232	+[[image:Everest.NET - Overview_html_7fe4dec1b1eead99.png||height="193" width="423"]]
235	235
236	236
237	237	**Contribution Run**
...	...	@@ -297,7 +297,7 @@
297	297
298	298
299	299
300		-(% style="break-before: page; text-align: center;" %)
	298	+(% style="text-align: center;" %)
301	301	== (% style="color:#2980b9" %)**Accounts Menu**(%%) ==
302	302
303	303
...	...	@@ -306,7 +306,7 @@
306	306
307	307
308	308
309		-(% style="break-before: page; text-align: center;" %)
	307	+(% style="text-align: center;" %)
310	310	== (% style="color:#2980b9" %)**People Menu**(%%) ==
311	311
312	312
...	...	@@ -329,7 +329,7 @@
329	329	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.
330	330
331	331
332		-(% style="break-before: page; text-align: center;" %)
	330	+(% style="text-align: center;" %)
333	333	== (% style="color:#2980b9" %)**Other Menu**(%%) ==
334	334
335	335
...	...	@@ -371,7 +371,7 @@
371	371	Allows for the insertion of LOA scales.
372	372
373	373
374		-(% style="break-before: page; text-align: center;" %)
	372	+(% style="text-align: center;" %)
375	375	== (% style="color:#2980b9" %)**Shortcuts Menu**(%%) ==
376	376
377	377
...	...	@@ -382,7 +382,7 @@
382	382	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.
383	383
384	384
385		-(% style="break-before: page; text-align: center;" %)
	383	+(% style="text-align: center;" %)
386	386	== (% style="color:#2980b9" %)**Administration Menu**(%%) ==
387	387
388	388
...	...	@@ -620,7 +620,7 @@
620	620	The User levels effectively defines who has access to viewing and or editing of the various components on the Everest System.
621	621
622	622
623		-(% style="break-before: page; text-align: center;" %)
	621	+(% style="text-align: center;" %)
624	624	== (% style="color:#2980b9" %)**Shortcut Icons**(%%) ==
625	625
626	626	**Shortcuts to the relevant Menu Paths.**
...	...	@@ -635,7 +635,7 @@
635	635	[[image:Everest.NET - Overview_html_a80fb56e2717e0b2.png||height="93" width="418"]]
636	636
637	637
638		-(% style="break-before: page; text-align: center;" %)
	636	+(% style="text-align: center;" %)
639	639	== (% style="color:#2980b9" %)**Search Function**(%%) ==
640	640
641	641
...	...	@@ -738,7 +738,7 @@
738	738
739	739
740	740
741		-(% style="break-before: page; text-align: center;" %)
	739	+(% style="text-align: center;" %)
742	742	== (% style="color:#2980b9" %)**Everest Abbreviations/Glossary**(%%) ==
743	743
744	744
...	...	@@ -803,7 +803,7 @@
803	803	**wf : **Workflows
804	804
805	805
806		-(% style="break-before: page; text-align: center;" %)
	804	+(% style="text-align: center;" %)
807	807	== (% style="color:#2980b9" %)**Disclaimer and Copyright**(%%) ==
808	808
809	809
...	...	@@ -834,3 +834,5 @@
834	834
835	835	(% style="text-align:center" %)
836	836	[[image:Everest User Manuals.4\. Fund Setup.Adding a New Client.Paypoints.WebHome@EBSphere_RGB Small.jpg]]
	835	+
	836	+