Last modified by Megan Kahl on 2021/12/01 09:51

<
From version < 43.1 >
edited by Dominique Tricerri
on 2021/08/31 14:45
To version < 54.1 >
edited by Dominique Tricerri
on 2021/08/31 14:57
>
Change comment: There is no comment for this version

Summary

Details

Page properties
Content
... ... @@ -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"]]
234 +[[image:Everest.NET - Overview_html_7fe4dec1b1eead99.png||height="186" width="403"]]
235 235  
236 236  
237 237  **Contribution Run**
... ... @@ -248,7 +248,7 @@
248 248  
249 249  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.
250 250  
251 -
251 +(% style="break-before: page" %)
252 252  **Loan Update**
253 253  
254 254  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.
... ... @@ -262,10 +262,8 @@
262 262  (% style="color:#2980b9" %)**Confirm Accounts**
263 263  
264 264  (% style="text-align:center" %)
265 -[[image:Everest.NET - Overview_html_996c6f871b99170f.png||height="222" width="380"]]
265 +[[image:Everest.NET - Overview_html_996c6f871b99170f.png||height="auto" width="auto"]]
266 266  
267 -
268 -
269 269  **Client Contributions**
270 270  
271 271  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.
... ... @@ -295,14 +295,12 @@
295 295  
296 296  Generates a Management Report reflecting the status of all contribution runs.
297 297  
298 -
299 -
300 -(% style="break-before: page; text-align: center;" %)
296 +(% style="text-align: center;" %)
301 301  == (% style="color:#2980b9" %)**Accounts Menu**(%%) ==
302 302  
303 303  
304 304  (% style="text-align:center" %)
305 -[[image:Everest.NET - Overview_html_390661347a978792.png||height="463" width="605"]]
301 +[[image:Everest.NET - Overview_html_390661347a978792.png||height="auto" width="auto"]]
306 306  
307 307  
308 308  
... ... @@ -311,7 +311,7 @@
311 311  
312 312  
313 313  (% style="text-align:center" %)
314 -[[image:Everest.NET - Overview_html_56bdb1a2aeadd3cf.png||height="100" width="139"]]
310 +[[image:Everest.NET - Overview_html_56bdb1a2aeadd3cf.png||height="auto" width="auto"]]
315 315  
316 316  
317 317  **Search**
... ... @@ -334,7 +334,7 @@
334 334  
335 335  
336 336  (% style="text-align:center" %)
337 -[[image:Everest.NET - Overview_html_5821e9f1d972c5eb.png||height="196" width="158"]]
333 +[[image:Everest.NET - Overview_html_5821e9f1d972c5eb.png||height="auto" width="auto"]]
338 338  
339 339  **Factor Types**
340 340  
... ... @@ -376,7 +376,7 @@
376 376  
377 377  
378 378  (% style="text-align:center" %)
379 -[[image:Everest.NET - Overview_html_e82a26de123bb9a4.png||height="165" width="571"]]
375 +[[image:Everest.NET - Overview_html_e82a26de123bb9a4.png||height="auto" width="auto"]]
380 380  
381 381  
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.
... ... @@ -393,7 +393,7 @@
393 393  
394 394  
395 395  (% style="text-align:center" %)
396 -[[image:Everest.NET - Overview_html_7aa896c78f7b93a8.png||height="218" width="352"]]
392 +[[image:Everest.NET - Overview_html_7aa896c78f7b93a8.png||height="auto" width="auto"]]
397 397  
398 398  
399 399  
... ... @@ -415,7 +415,7 @@
415 415  === (% style="color:#2980b9" %)**Financial Settings**(%%) ===
416 416  
417 417  (% style="text-align:center" %)
418 -[[image:Everest.NET - Overview_html_83a27e71f9fea658.png||height="308" width="375"]]
414 +[[image:Everest.NET - Overview_html_83a27e71f9fea658.png||height="auto" width="auto"]]
419 419  
420 420  
421 421  **System Bank Accounts**
... ... @@ -476,7 +476,7 @@
476 476  === (% style="color:#2980b9" %)**Static Settings**(%%) ===
477 477  
478 478  (% style="text-align:center" %)
479 -[[image:Everest.NET - Overview_html_60aa2d57550ec664.png||height="505" width="309"]]
475 +[[image:Everest.NET - Overview_html_60aa2d57550ec664.png||height="auto" width="auto"]]
480 480  
481 481  
482 482  **Expense Types**
... ... @@ -597,7 +597,7 @@
597 597  === (% style="color:#2980b9" %)**Workflow Groups**(%%) ===
598 598  
599 599  (% style="text-align:center" %)
600 -[[image:Everest.NET - Overview_html_25397025a72b1de5.png||height="187" width="139"]]
596 +[[image:Everest.NET - Overview_html_25397025a72b1de5.png||height="auto" width="auto"]]
601 601  
602 602  
603 603  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.
... ... @@ -606,7 +606,7 @@
606 606  === (% style="color:#2980b9" %)**Workflow People**(%%) ===
607 607  
608 608  (% style="text-align:center" %)
609 -[[image:Everest.NET - Overview_html_273fd31c1c2dff4a.png||height="178" width="136"]]
605 +[[image:Everest.NET - Overview_html_273fd31c1c2dff4a.png||height="auto" width="auto"]]
610 610  
611 611  
612 612  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.
... ... @@ -615,7 +615,7 @@
615 615  === (% style="color:#2980b9" %)**User Levels**(%%) ===
616 616  
617 617  (% style="text-align:center" %)
618 -[[image:Everest.NET - Overview_html_2c67a45eafc4f5ee.png||height="172" width="130"]]
614 +[[image:Everest.NET - Overview_html_2c67a45eafc4f5ee.png||height="auto" width="auto"]]
619 619  
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  
... ... @@ -626,13 +626,13 @@
626 626  **Shortcuts to the relevant Menu Paths.**
627 627  
628 628  (% style="text-align:center" %)
629 -[[image:Everest.NET - Overview_html_b13e9a8f50fc1238.png||height="264" width="397"]]
625 +[[image:Everest.NET - Overview_html_b13e9a8f50fc1238.png||height="auto" width="auto"]]
630 630  
631 631  (% style="text-align:center" %)
632 -[[image:Everest.NET - Overview_html_9a08478fbbddb66d.png||height="270" width="409"]]
628 +[[image:Everest.NET - Overview_html_9a08478fbbddb66d.png||height="auto" width="auto"]]
633 633  
634 634  (% style="text-align:center" %)
635 -[[image:Everest.NET - Overview_html_a80fb56e2717e0b2.png||height="93" width="418"]]
631 +[[image:Everest.NET - Overview_html_a80fb56e2717e0b2.png||height="133" width="601"]]
636 636  
637 637  
638 638  (% style="break-before: page; text-align: center;" %)
... ... @@ -654,13 +654,13 @@
654 654  
655 655  
656 656  (% style="text-align:center" %)
657 -[[image:Everest.NET - Overview_html_5a8af4d79db43e5f.png||height="309" width="490"]]
653 +[[image:Everest.NET - Overview_html_5a8af4d79db43e5f.png||height="auto" width="auto"]]
658 658  
659 659  
660 660  Once the individual has been located, the following screen will appear.
661 661  
662 662  (% style="text-align:center" %)
663 -[[image:Everest.NET - Overview_html_4a33bbbb0ec8e525.png||height="97" width="636"]]
659 +[[image:Everest.NET - Overview_html_4a33bbbb0ec8e525.png||height="auto" width="auto"]]
664 664  
665 665  
666 666  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).
... ... @@ -668,13 +668,13 @@
668 668  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.
669 669  
670 670  (% style="text-align:center" %)
671 -[[image:Everest.NET - Overview_html_fe052391e5f663da.png||height="376" width="636"]]
667 +[[image:Everest.NET - Overview_html_fe052391e5f663da.png||height="auto" width="auto"]]
672 672  
673 673  
674 674  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.
675 675  
676 676  (% style="text-align:center" %)
677 -[[image:Everest.NET - Overview_html_a148d24ce82192f7.png||height="58" width="571"]]
673 +[[image:Everest.NET - Overview_html_a148d24ce82192f7.png||height="auto" width="auto"]]
678 678  
679 679  
680 680  Should a Fund Membership record exist, the User is able to locate the member within the selected Client as identified later in the document.
... ... @@ -686,11 +686,11 @@
686 686  To Search for a client on the Database, proceed as follows:
687 687  
688 688  (% style="text-align:center" %)
689 -[[image:Everest.NET - Overview_html_a7bf5244f230b5e6.png||height="202" width="636"]]
685 +[[image:Everest.NET - Overview_html_a7bf5244f230b5e6.png||height="auto" width="auto"]]
690 690  
691 691  
692 692  (% style="text-align:center" %)
693 -[[image:Everest.NET - Overview_html_6c51e644c4f624a.png||height="275" width="636"]]
689 +[[image:Everest.NET - Overview_html_6c51e644c4f624a.png||height="auto" width="auto"]]
694 694  
695 695  
696 696  === (% style="color:#2980b9" %)**Searching for Members**(%%) ===
... ... @@ -702,13 +702,13 @@
702 702  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:
703 703  
704 704  (% style="text-align:center" %)
705 -[[image:Everest.NET - Overview_html_19f8c03b621b2ccc.png||height="211" width="582"]]
701 +[[image:Everest.NET - Overview_html_19f8c03b621b2ccc.png||height="auto" width="auto"]]
706 706  
707 707  Once the individual has been located, the following screen will appear.
708 708  
709 709  
710 710  (% style="text-align:center" %)
711 -[[image:Everest.NET - Overview_html_3bfbafb577baed77.png||height="102" width="636"]]
707 +[[image:Everest.NET - Overview_html_3bfbafb577baed77.png||height="auto" width="auto"]]
712 712  
713 713  
714 714  
... ... @@ -718,10 +718,10 @@
718 718  Should the User wish to locate all members within the specific Client, proceed as follows:
719 719  
720 720  (% style="text-align:center" %)
721 -[[image:Everest.NET - Overview_html_cf1060b464bbc73d.png||height="203" width="566"]]
717 +[[image:Everest.NET - Overview_html_cf1060b464bbc73d.png||height="auto" width="auto"]]
722 722  
723 723  (% style="text-align:center" %)
724 -[[image:Everest.NET - Overview_html_40a9ad0b46370ede.png||height="360" width="578"]]
720 +[[image:Everest.NET - Overview_html_40a9ad0b46370ede.png||height="auto" width="auto"]]
725 725  
726 726  
727 727  ==== **C. Searching for an Individual Member within the Member Listing from (B) above** ====
... ... @@ -730,11 +730,11 @@
730 730  Should the User wish to locate an individual member within the list of members (as documented above), proceed as follows:
731 731  
732 732  (% style="text-align:center" %)
733 -[[image:Everest.NET - Overview_html_f163edc01ef2138c.png||height="231" width="618"]]
729 +[[image:Everest.NET - Overview_html_f163edc01ef2138c.png||height="auto" width="auto"]]
734 734  
735 735  
736 736  (% style="text-align:center" %)
737 -[[image:Everest.NET - Overview_html_bcc2a42eae0d5c2f.png||height="111" width="636"]]
733 +[[image:Everest.NET - Overview_html_bcc2a42eae0d5c2f.png||height="auto" width="auto"]]
738 738  
739 739  
740 740  

Need help?

If you need help with XWiki you can contact: