Summary

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

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Page properties

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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**
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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.
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290	290
291	291	This item effectively transfers the data from a Temporary Table (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.
292	292
293		-(% style="break-before: page %)
	291	+
294	294	**Query Contribution Run**
295	295
296	296	Generates a Management Report reflecting the status of all contribution runs.
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451	451
452	452	The investment houses and their corresponding products must be loaded here.
453	453
454		-
	452	+(% style="break-before: page" %)
455	455	**Investment Flows**
456	456
457	457	In most cases the information required here will not change as the flow of assets can only be reflected as “disinvestment” and “investment”.
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558	558	The various task types are recorded, together with the frequency of the task.
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560	560
	559	+(% style="break-before: page" %)
561	561	**Client Categories**
562	562
563	563	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.
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592	592
593	593	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.
594	594
595		-
	594	+(% style="break-before: page" %)
596	596	=== (% style="color:#2980b9" %)**Workflow Groups**(%%) ===
597	597
598	598	(% style="text-align:center" %)
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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.
680	680
681		-
	680	+(% style="break-before: page %)
682	682	=== (% style="color:#2980b9" %)**Searching for a Client**(%%) ===
683	683
684	684