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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
...	...	@@ -296,21 +296,22 @@
296	296	Generates a Management Report reflecting the status of all contribution runs.
297	297
298	298
	297	+
299	299	(% style="text-align: center;" %)
300	300	== (% style="color:#2980b9" %)**Accounts Menu**(%%) ==
301	301
302	302
303	303	(% style="text-align:center" %)
304		-[[image:Everest.NET - Overview_html_390661347a978792.png||height="auto" width="auto"]]
	303	+[[image:Everest.NET - Overview_html_390661347a978792.png||height="463" width="605"]]
305	305
306	306
307	307
308		-(% style="break-before: page; text-align: center;" %)
	307	+(% style="text-align: center;" %)
309	309	== (% style="color:#2980b9" %)**People Menu**(%%) ==
310	310
311	311
312	312	(% style="text-align:center" %)
313		-[[image:Everest.NET - Overview_html_56bdb1a2aeadd3cf.png||height="auto" width="auto"]]
	312	+[[image:Everest.NET - Overview_html_56bdb1a2aeadd3cf.png||height="100" width="139"]]
314	314
315	315
316	316	**Search**
...	...	@@ -328,12 +328,12 @@
328	328	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.
329	329
330	330
331		-(% style="break-before: page; text-align: center;" %)
	330	+(% style="text-align: center;" %)
332	332	== (% style="color:#2980b9" %)**Other Menu**(%%) ==
333	333
334	334
335	335	(% style="text-align:center" %)
336		-[[image:Everest.NET - Overview_html_5821e9f1d972c5eb.png||height="auto" width="auto"]]
	335	+[[image:Everest.NET - Overview_html_5821e9f1d972c5eb.png||height="196" width="158"]]
337	337
338	338	**Factor Types**
339	339
...	...	@@ -370,18 +370,18 @@
370	370	Allows for the insertion of LOA scales.
371	371
372	372
373		-(% style="break-before: page; text-align: center;" %)
	372	+(% style="text-align: center;" %)
374	374	== (% style="color:#2980b9" %)**Shortcuts Menu**(%%) ==
375	375
376	376
377	377	(% style="text-align:center" %)
378		-[[image:Everest.NET - Overview_html_e82a26de123bb9a4.png||height="auto" width="auto"]]
	377	+[[image:Everest.NET - Overview_html_e82a26de123bb9a4.png||height="165" width="571"]]
379	379
380	380
381	381	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.
382	382
383	383
384		-(% style="break-before: page; text-align: center;" %)
	383	+(% style="text-align: center;" %)
385	385	== (% style="color:#2980b9" %)**Administration Menu**(%%) ==
386	386
387	387
...	...	@@ -392,7 +392,7 @@
392	392
393	393
394	394	(% style="text-align:center" %)
395		-[[image:Everest.NET - Overview_html_7aa896c78f7b93a8.png||height="auto" width="auto"]]
	394	+[[image:Everest.NET - Overview_html_7aa896c78f7b93a8.png||height="218" width="352"]]
396	396
397	397
398	398
...	...	@@ -414,7 +414,7 @@
414	414	=== (% style="color:#2980b9" %)**Financial Settings**(%%) ===
415	415
416	416	(% style="text-align:center" %)
417		-[[image:Everest.NET - Overview_html_83a27e71f9fea658.png||height="auto" width="auto"]]
	416	+[[image:Everest.NET - Overview_html_83a27e71f9fea658.png||height="308" width="375"]]
418	418
419	419
420	420	**System Bank Accounts**
...	...	@@ -475,7 +475,7 @@
475	475	=== (% style="color:#2980b9" %)**Static Settings**(%%) ===
476	476
477	477	(% style="text-align:center" %)
478		-[[image:Everest.NET - Overview_html_60aa2d57550ec664.png||height="auto" width="auto"]]
	477	+[[image:Everest.NET - Overview_html_60aa2d57550ec664.png||height="505" width="309"]]
479	479
480	480
481	481	**Expense Types**
...	...	@@ -596,7 +596,7 @@
596	596	=== (% style="color:#2980b9" %)**Workflow Groups**(%%) ===
597	597
598	598	(% style="text-align:center" %)
599		-[[image:Everest.NET - Overview_html_25397025a72b1de5.png||height="auto" width="auto"]]
	598	+[[image:Everest.NET - Overview_html_25397025a72b1de5.png||height="187" width="139"]]
600	600
601	601
602	602	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.
...	...	@@ -605,7 +605,7 @@
605	605	=== (% style="color:#2980b9" %)**Workflow People**(%%) ===
606	606
607	607	(% style="text-align:center" %)
608		-[[image:Everest.NET - Overview_html_273fd31c1c2dff4a.png||height="auto" width="auto"]]
	607	+[[image:Everest.NET - Overview_html_273fd31c1c2dff4a.png||height="178" width="136"]]
609	609
610	610
611	611	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.
...	...	@@ -614,27 +614,27 @@
614	614	=== (% style="color:#2980b9" %)**User Levels**(%%) ===
615	615
616	616	(% style="text-align:center" %)
617		-[[image:Everest.NET - Overview_html_2c67a45eafc4f5ee.png||height="auto" width="auto"]]
	616	+[[image:Everest.NET - Overview_html_2c67a45eafc4f5ee.png||height="172" width="130"]]
618	618
619	619	The User levels effectively defines who has access to viewing and or editing of the various components on the Everest System.
620	620
621	621
622		-(% style="break-before: page; text-align: center;" %)
	621	+(% style="text-align: center;" %)
623	623	== (% style="color:#2980b9" %)**Shortcut Icons**(%%) ==
624	624
625	625	**Shortcuts to the relevant Menu Paths.**
626	626
627	627	(% style="text-align:center" %)
628		-[[image:Everest.NET - Overview_html_b13e9a8f50fc1238.png||height="auto" width="auto"]]
	627	+[[image:Everest.NET - Overview_html_b13e9a8f50fc1238.png||height="264" width="397"]]
629	629
630	630	(% style="text-align:center" %)
631		-[[image:Everest.NET - Overview_html_9a08478fbbddb66d.png||height="auto" width="auto"]]
	630	+[[image:Everest.NET - Overview_html_9a08478fbbddb66d.png||height="270" width="409"]]
632	632
633	633	(% style="text-align:center" %)
634		-[[image:Everest.NET - Overview_html_a80fb56e2717e0b2.png||height="133" width="601"]]
	633	+[[image:Everest.NET - Overview_html_a80fb56e2717e0b2.png||height="93" width="418"]]
635	635
636	636
637		-(% style="break-before: page; text-align: center;" %)
	636	+(% style="text-align: center;" %)
638	638	== (% style="color:#2980b9" %)**Search Function**(%%) ==
639	639
640	640
...	...	@@ -653,13 +653,13 @@
653	653
654	654
655	655	(% style="text-align:center" %)
656		-[[image:Everest.NET - Overview_html_5a8af4d79db43e5f.png||height="auto" width="auto"]]
	655	+[[image:Everest.NET - Overview_html_5a8af4d79db43e5f.png||height="309" width="490"]]
657	657
658	658
659	659	Once the individual has been located, the following screen will appear.
660	660
661	661	(% style="text-align:center" %)
662		-[[image:Everest.NET - Overview_html_4a33bbbb0ec8e525.png||height="auto" width="auto"]]
	661	+[[image:Everest.NET - Overview_html_4a33bbbb0ec8e525.png||height="97" width="636"]]
663	663
664	664
665	665	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).
...	...	@@ -667,13 +667,13 @@
667	667	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.
668	668
669	669	(% style="text-align:center" %)
670		-[[image:Everest.NET - Overview_html_fe052391e5f663da.png||height="auto" width="auto"]]
	669	+[[image:Everest.NET - Overview_html_fe052391e5f663da.png||height="376" width="636"]]
671	671
672	672
673	673	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.
674	674
675	675	(% style="text-align:center" %)
676		-[[image:Everest.NET - Overview_html_a148d24ce82192f7.png||height="auto" width="auto"]]
	675	+[[image:Everest.NET - Overview_html_a148d24ce82192f7.png||height="58" width="571"]]
677	677
678	678
679	679	Should a Fund Membership record exist, the User is able to locate the member within the selected Client as identified later in the document.
...	...	@@ -685,11 +685,11 @@
685	685	To Search for a client on the Database, proceed as follows:
686	686
687	687	(% style="text-align:center" %)
688		-[[image:Everest.NET - Overview_html_a7bf5244f230b5e6.png||height="auto" width="auto"]]
	687	+[[image:Everest.NET - Overview_html_a7bf5244f230b5e6.png||height="202" width="636"]]
689	689
690	690
691	691	(% style="text-align:center" %)
692		-[[image:Everest.NET - Overview_html_6c51e644c4f624a.png||height="auto" width="auto"]]
	691	+[[image:Everest.NET - Overview_html_6c51e644c4f624a.png||height="275" width="636"]]
693	693
694	694
695	695	=== (% style="color:#2980b9" %)**Searching for Members**(%%) ===
...	...	@@ -701,13 +701,13 @@
701	701	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:
702	702
703	703	(% style="text-align:center" %)
704		-[[image:Everest.NET - Overview_html_19f8c03b621b2ccc.png||height="auto" width="auto"]]
	703	+[[image:Everest.NET - Overview_html_19f8c03b621b2ccc.png||height="211" width="582"]]
705	705
706	706	Once the individual has been located, the following screen will appear.
707	707
708	708
709	709	(% style="text-align:center" %)
710		-[[image:Everest.NET - Overview_html_3bfbafb577baed77.png||height="auto" width="auto"]]
	709	+[[image:Everest.NET - Overview_html_3bfbafb577baed77.png||height="102" width="636"]]
711	711
712	712
713	713
...	...	@@ -717,10 +717,10 @@
717	717	Should the User wish to locate all members within the specific Client, proceed as follows:
718	718
719	719	(% style="text-align:center" %)
720		-[[image:Everest.NET - Overview_html_cf1060b464bbc73d.png||height="auto" width="auto"]]
	719	+[[image:Everest.NET - Overview_html_cf1060b464bbc73d.png||height="203" width="566"]]
721	721
722	722	(% style="text-align:center" %)
723		-[[image:Everest.NET - Overview_html_40a9ad0b46370ede.png||height="auto" width="auto"]]
	722	+[[image:Everest.NET - Overview_html_40a9ad0b46370ede.png||height="360" width="578"]]
724	724
725	725
726	726	==== **C. Searching for an Individual Member within the Member Listing from (B) above** ====
...	...	@@ -729,15 +729,15 @@
729	729	Should the User wish to locate an individual member within the list of members (as documented above), proceed as follows:
730	730
731	731	(% style="text-align:center" %)
732		-[[image:Everest.NET - Overview_html_f163edc01ef2138c.png||height="auto" width="auto"]]
	731	+[[image:Everest.NET - Overview_html_f163edc01ef2138c.png||height="231" width="618"]]
733	733
734	734
735	735	(% style="text-align:center" %)
736		-[[image:Everest.NET - Overview_html_bcc2a42eae0d5c2f.png||height="auto" width="auto"]]
	735	+[[image:Everest.NET - Overview_html_bcc2a42eae0d5c2f.png||height="111" width="636"]]
737	737
738	738
739	739
740		-(% style="break-before: page; text-align: center;" %)
	739	+(% style="text-align: center;" %)
741	741	== (% style="color:#2980b9" %)**Everest Abbreviations/Glossary**(%%) ==
742	742
743	743
...	...	@@ -802,7 +802,7 @@
802	802	**wf : **Workflows
803	803
804	804
805		-(% style="break-before: page; text-align: center;" %)
	804	+(% style="text-align: center;" %)
806	806	== (% style="color:#2980b9" %)**Disclaimer and Copyright**(%%) ==
807	807
808	808
...	...	@@ -833,3 +833,5 @@
833	833
834	834	(% style="text-align:center" %)
835	835	[[image:Everest User Manuals.4\. Fund Setup.Adding a New Client.Paypoints.WebHome@EBSphere_RGB Small.jpg]]
	835	+
	836	+