Summary

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

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.
...	...	@@ -264,8 +264,6 @@
264	264	(% style="text-align:center" %)
265	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.
...	...	@@ -296,8 +296,7 @@
296	296	Generates a Management Report reflecting the status of all contribution runs.
297	297
298	298
299		-
300		-(% style="break-before: page; text-align: center;" %)
	297	+(% style="text-align: center;" %)
301	301	== (% style="color:#2980b9" %)**Accounts Menu**(%%) ==
302	302
303	303
...	...	@@ -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"]]
	334	+[[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"]]
	376	+[[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"]]
	393	+[[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"]]
	415	+[[image:Everest.NET - Overview_html_83a27e71f9fea658.png||height="auto" width="auto"]]
419	419
420	420
421	421	**System Bank Accounts**
...	...	@@ -452,7 +452,7 @@
452	452
453	453	The investment houses and their corresponding products must be loaded here.
454	454
455		-
	452	+(% style="break-before: page" %)
456	456	**Investment Flows**
457	457
458	458	In most cases the information required here will not change as the flow of assets can only be reflected as “disinvestment” and “investment”.
...	...	@@ -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"]]
	476	+[[image:Everest.NET - Overview_html_60aa2d57550ec664.png||height="auto" width="auto"]]
480	480
481	481
482	482	**Expense Types**
...	...	@@ -559,6 +559,7 @@
559	559	The various task types are recorded, together with the frequency of the task.
560	560
561	561
	559	+(% style="break-before: page" %)
562	562	**Client Categories**
563	563
564	564	The Client Categories function allows for the display of Clients under the “Select a Client” display as per the Category setup. It allows for easy access of information e.g., clients who belong to an approved or unapproved scheme etc. The various Client Categories should be specified here.
...	...	@@ -593,11 +593,11 @@
593	593
594	594	The Client Access Group function essentially allows for the granting of access of Client Groups to users. Once Clients have been allocated to the various Client Access Groups, users will be given access to one or more of the Groups, which have been set up. The various Client Access Groups should be specified here.
595	595
596		-
	594	+(% style="break-before: page" %)
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"]]
	598	+[[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"]]
	607	+[[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"]]
	616	+[[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"]]
	627	+[[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"]]
	630	+[[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"]]
	633	+[[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"]]
	655	+[[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"]]
	661	+[[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).
...	...	@@ -668,18 +668,18 @@
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"]]
	669	+[[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"]]
	675	+[[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.
681	681
682		-
	680	+(% style="break-before: page" %)
683	683	=== (% style="color:#2980b9" %)**Searching for a Client**(%%) ===
684	684
685	685
...	...	@@ -686,13 +686,13 @@
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"]]
	687	+[[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"]]
	691	+[[image:Everest.NET - Overview_html_6c51e644c4f624a.png||height="auto" width="auto"]]
694	694
695		-
	693	+(% style="break-before: page %)
696	696	=== (% style="color:#2980b9" %)**Searching for Members**(%%) ===
697	697
698	698
...	...	@@ -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"]]
	703	+[[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"]]
	709	+[[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"]]
	719	+[[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"]]
	722	+[[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"]]
	731	+[[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"]]
	735	+[[image:Everest.NET - Overview_html_bcc2a42eae0d5c2f.png||height="auto" width="auto"]]
738	738
739	739
740	740