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296	296	Generates a Management Report reflecting the status of all contribution runs.
297	297
298	298
299		-(% style="text-align: center;" %)
	299	+
	300	+(% style="break-before: page; text-align: center;" %)
300	300	== (% style="color:#2980b9" %)**Accounts Menu**(%%) ==
301	301
302	302
...	...	@@ -375,7 +375,7 @@
375	375
376	376
377	377	(% style="text-align:center" %)
378		-[[image:Everest.NET - Overview_html_e82a26de123bb9a4.png||height="auto" width="auto"]]
	379	+[[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.
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392	392
393	393
394	394	(% style="text-align:center" %)
395		-[[image:Everest.NET - Overview_html_7aa896c78f7b93a8.png||height="auto" width="auto"]]
	396	+[[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"]]
	418	+[[image:Everest.NET - Overview_html_83a27e71f9fea658.png||height="308" width="375"]]
418	418
419	419
420	420	**System Bank Accounts**
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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"]]
	479	+[[image:Everest.NET - Overview_html_60aa2d57550ec664.png||height="505" width="309"]]
479	479
480	480
481	481	**Expense Types**
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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"]]
	600	+[[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.
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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"]]
	609	+[[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.
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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"]]
	618	+[[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
...	...	@@ -625,13 +625,13 @@
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"]]
	629	+[[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"]]
	632	+[[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"]]
	635	+[[image:Everest.NET - Overview_html_a80fb56e2717e0b2.png||height="93" width="418"]]
635	635
636	636
637	637	(% style="break-before: page; text-align: center;" %)
...	...	@@ -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"]]
	657	+[[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"]]
	663	+[[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).
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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"]]
	671	+[[image:Everest.NET - Overview_html_fe052391e5f663da.png||height="376" width="636"]]
671	671
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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"]]
	677	+[[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.
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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"]]
	689	+[[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"]]
	693	+[[image:Everest.NET - Overview_html_6c51e644c4f624a.png||height="275" width="636"]]
693	693
694	694
695	695	=== (% style="color:#2980b9" %)**Searching for Members**(%%) ===
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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"]]
	705	+[[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"]]
	711	+[[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"]]
	721	+[[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"]]
	724	+[[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** ====
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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"]]
	733	+[[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"]]
	737	+[[image:Everest.NET - Overview_html_bcc2a42eae0d5c2f.png||height="111" width="636"]]
737	737
738	738
739	739