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...	...	@@ -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**
...	...	@@ -262,7 +262,7 @@
262	262	(% style="color:#2980b9" %)**Confirm Accounts**
263	263
264	264	(% style="text-align:center" %)
265		-[[image:Everest.NET - Overview_html_996c6f871b99170f.png||height="auto" width="auto"]]
	263	+[[image:Everest.NET - Overview_html_996c6f871b99170f.png||height="222" width="380"]]
266	266
267	267
268	268
...	...	@@ -297,21 +297,21 @@
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
304	304	(% style="text-align:center" %)
305		-[[image:Everest.NET - Overview_html_390661347a978792.png||height="auto" width="auto"]]
	303	+[[image:Everest.NET - Overview_html_390661347a978792.png||height="463" width="605"]]
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
313	313	(% style="text-align:center" %)
314		-[[image:Everest.NET - Overview_html_56bdb1a2aeadd3cf.png||height="auto" width="auto"]]
	312	+[[image:Everest.NET - Overview_html_56bdb1a2aeadd3cf.png||height="100" width="139"]]
315	315
316	316
317	317	**Search**
...	...	@@ -329,12 +329,12 @@
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
336	336	(% style="text-align:center" %)
337		-[[image:Everest.NET - Overview_html_5821e9f1d972c5eb.png||height="auto" width="auto"]]
	335	+[[image:Everest.NET - Overview_html_5821e9f1d972c5eb.png||height="196" width="158"]]
338	338
339	339	**Factor Types**
340	340
...	...	@@ -371,18 +371,18 @@
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
378	378	(% style="text-align:center" %)
379		-[[image:Everest.NET - Overview_html_e82a26de123bb9a4.png||height="auto" width="auto"]]
	377	+[[image:Everest.NET - Overview_html_e82a26de123bb9a4.png||height="165" width="571"]]
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.
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
...	...	@@ -393,7 +393,7 @@
393	393
394	394
395	395	(% style="text-align:center" %)
396		-[[image:Everest.NET - Overview_html_7aa896c78f7b93a8.png||height="auto" width="auto"]]
	394	+[[image:Everest.NET - Overview_html_7aa896c78f7b93a8.png||height="218" width="352"]]
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="auto" width="auto"]]
	416	+[[image:Everest.NET - Overview_html_83a27e71f9fea658.png||height="308" width="375"]]
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="auto" width="auto"]]
	477	+[[image:Everest.NET - Overview_html_60aa2d57550ec664.png||height="505" width="309"]]
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="auto" width="auto"]]
	598	+[[image:Everest.NET - Overview_html_25397025a72b1de5.png||height="187" width="139"]]
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="auto" width="auto"]]
	607	+[[image:Everest.NET - Overview_html_273fd31c1c2dff4a.png||height="178" width="136"]]
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.
...	...	@@ -615,27 +615,27 @@
615	615	=== (% style="color:#2980b9" %)**User Levels**(%%) ===
616	616
617	617	(% style="text-align:center" %)
618		-[[image:Everest.NET - Overview_html_2c67a45eafc4f5ee.png||height="auto" width="auto"]]
	616	+[[image:Everest.NET - Overview_html_2c67a45eafc4f5ee.png||height="172" width="130"]]
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
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.**
627	627
628	628	(% style="text-align:center" %)
629		-[[image:Everest.NET - Overview_html_b13e9a8f50fc1238.png||height="auto" width="auto"]]
	627	+[[image:Everest.NET - Overview_html_b13e9a8f50fc1238.png||height="264" width="397"]]
630	630
631	631	(% style="text-align:center" %)
632		-[[image:Everest.NET - Overview_html_9a08478fbbddb66d.png||height="auto" width="auto"]]
	630	+[[image:Everest.NET - Overview_html_9a08478fbbddb66d.png||height="270" width="409"]]
633	633
634	634	(% style="text-align:center" %)
635		-[[image:Everest.NET - Overview_html_a80fb56e2717e0b2.png||height="auto" width="auto"]]
	633	+[[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
...	...	@@ -654,13 +654,13 @@
654	654
655	655
656	656	(% style="text-align:center" %)
657		-[[image:Everest.NET - Overview_html_5a8af4d79db43e5f.png||height="auto" width="auto"]]
	655	+[[image:Everest.NET - Overview_html_5a8af4d79db43e5f.png||height="309" width="490"]]
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="auto" width="auto"]]
	661	+[[image:Everest.NET - Overview_html_4a33bbbb0ec8e525.png||height="97" width="636"]]
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="auto" width="auto"]]
	669	+[[image:Everest.NET - Overview_html_fe052391e5f663da.png||height="376" width="636"]]
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="auto" width="auto"]]
	675	+[[image:Everest.NET - Overview_html_a148d24ce82192f7.png||height="58" width="571"]]
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="auto" width="auto"]]
	687	+[[image:Everest.NET - Overview_html_a7bf5244f230b5e6.png||height="202" width="636"]]
690	690
691	691
692	692	(% style="text-align:center" %)
693		-[[image:Everest.NET - Overview_html_6c51e644c4f624a.png||height="auto" width="auto"]]
	691	+[[image:Everest.NET - Overview_html_6c51e644c4f624a.png||height="275" width="636"]]
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="auto" width="auto"]]
	703	+[[image:Everest.NET - Overview_html_19f8c03b621b2ccc.png||height="211" width="582"]]
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="auto" width="auto"]]
	709	+[[image:Everest.NET - Overview_html_3bfbafb577baed77.png||height="102" width="636"]]
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="auto" width="auto"]]
	719	+[[image:Everest.NET - Overview_html_cf1060b464bbc73d.png||height="203" width="566"]]
722	722
723	723	(% style="text-align:center" %)
724		-[[image:Everest.NET - Overview_html_40a9ad0b46370ede.png||height="auto" width="auto"]]
	722	+[[image:Everest.NET - Overview_html_40a9ad0b46370ede.png||height="360" width="578"]]
725	725
726	726
727	727	==== **C. Searching for an Individual Member within the Member Listing from (B) above** ====
...	...	@@ -730,15 +730,15 @@
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="auto" width="auto"]]
	731	+[[image:Everest.NET - Overview_html_f163edc01ef2138c.png||height="231" width="618"]]
734	734
735	735
736	736	(% style="text-align:center" %)
737		-[[image:Everest.NET - Overview_html_bcc2a42eae0d5c2f.png||height="auto" width="auto"]]
	735	+[[image:Everest.NET - Overview_html_bcc2a42eae0d5c2f.png||height="111" width="636"]]
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	+