Changes for page Basic Overview of Everest Application
Last modified by Megan Kahl on 2021/12/01 09:51
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edited by Dominique Tricerri
on 2021/08/31 14:56
on 2021/08/31 14:56
edited by Dominique Tricerri
on 2021/08/31 14:45
on 2021/08/31 14:45
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... ... @@ -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=" 186" width="403"]]234 +[[image:Everest.NET - Overview_html_7fe4dec1b1eead99.png||height="auto" width="auto"]] 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 - (% style="break-before: page" %)251 + 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. ... ... @@ -262,8 +262,10 @@ 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"]]265 +[[image:Everest.NET - Overview_html_996c6f871b99170f.png||height="222" width="380"]] 266 266 267 + 268 + 267 267 **Client Contributions** 268 268 269 269 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. ... ... @@ -294,12 +294,13 @@ 294 294 Generates a Management Report reflecting the status of all contribution runs. 295 295 296 296 297 -(% style="text-align: center;" %) 299 + 300 +(% style="break-before: page; text-align: center;" %) 298 298 == (% style="color:#2980b9" %)**Accounts Menu**(%%) == 299 299 300 300 301 301 (% style="text-align:center" %) 302 -[[image:Everest.NET - Overview_html_390661347a978792.png||height=" auto" width="auto"]]305 +[[image:Everest.NET - Overview_html_390661347a978792.png||height="463" width="605"]] 303 303 304 304 305 305 ... ... @@ -308,7 +308,7 @@ 308 308 309 309 310 310 (% style="text-align:center" %) 311 -[[image:Everest.NET - Overview_html_56bdb1a2aeadd3cf.png||height=" auto" width="auto"]]314 +[[image:Everest.NET - Overview_html_56bdb1a2aeadd3cf.png||height="100" width="139"]] 312 312 313 313 314 314 **Search** ... ... @@ -331,7 +331,7 @@ 331 331 332 332 333 333 (% style="text-align:center" %) 334 -[[image:Everest.NET - Overview_html_5821e9f1d972c5eb.png||height=" auto" width="auto"]]337 +[[image:Everest.NET - Overview_html_5821e9f1d972c5eb.png||height="196" width="158"]] 335 335 336 336 **Factor Types** 337 337 ... ... @@ -373,7 +373,7 @@ 373 373 374 374 375 375 (% style="text-align:center" %) 376 -[[image:Everest.NET - Overview_html_e82a26de123bb9a4.png||height=" auto" width="auto"]]379 +[[image:Everest.NET - Overview_html_e82a26de123bb9a4.png||height="165" width="571"]] 377 377 378 378 379 379 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. ... ... @@ -390,7 +390,7 @@ 390 390 391 391 392 392 (% style="text-align:center" %) 393 -[[image:Everest.NET - Overview_html_7aa896c78f7b93a8.png||height=" auto" width="auto"]]396 +[[image:Everest.NET - Overview_html_7aa896c78f7b93a8.png||height="218" width="352"]] 394 394 395 395 396 396 ... ... @@ -412,7 +412,7 @@ 412 412 === (% style="color:#2980b9" %)**Financial Settings**(%%) === 413 413 414 414 (% style="text-align:center" %) 415 -[[image:Everest.NET - Overview_html_83a27e71f9fea658.png||height=" auto" width="auto"]]418 +[[image:Everest.NET - Overview_html_83a27e71f9fea658.png||height="308" width="375"]] 416 416 417 417 418 418 **System Bank Accounts** ... ... @@ -473,7 +473,7 @@ 473 473 === (% style="color:#2980b9" %)**Static Settings**(%%) === 474 474 475 475 (% style="text-align:center" %) 476 -[[image:Everest.NET - Overview_html_60aa2d57550ec664.png||height=" auto" width="auto"]]479 +[[image:Everest.NET - Overview_html_60aa2d57550ec664.png||height="505" width="309"]] 477 477 478 478 479 479 **Expense Types** ... ... @@ -594,7 +594,7 @@ 594 594 === (% style="color:#2980b9" %)**Workflow Groups**(%%) === 595 595 596 596 (% style="text-align:center" %) 597 -[[image:Everest.NET - Overview_html_25397025a72b1de5.png||height=" auto" width="auto"]]600 +[[image:Everest.NET - Overview_html_25397025a72b1de5.png||height="187" width="139"]] 598 598 599 599 600 600 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. ... ... @@ -603,7 +603,7 @@ 603 603 === (% style="color:#2980b9" %)**Workflow People**(%%) === 604 604 605 605 (% style="text-align:center" %) 606 -[[image:Everest.NET - Overview_html_273fd31c1c2dff4a.png||height=" auto" width="auto"]]609 +[[image:Everest.NET - Overview_html_273fd31c1c2dff4a.png||height="178" width="136"]] 607 607 608 608 609 609 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. ... ... @@ -612,7 +612,7 @@ 612 612 === (% style="color:#2980b9" %)**User Levels**(%%) === 613 613 614 614 (% style="text-align:center" %) 615 -[[image:Everest.NET - Overview_html_2c67a45eafc4f5ee.png||height=" auto" width="auto"]]618 +[[image:Everest.NET - Overview_html_2c67a45eafc4f5ee.png||height="172" width="130"]] 616 616 617 617 The User levels effectively defines who has access to viewing and or editing of the various components on the Everest System. 618 618 ... ... @@ -623,13 +623,13 @@ 623 623 **Shortcuts to the relevant Menu Paths.** 624 624 625 625 (% style="text-align:center" %) 626 -[[image:Everest.NET - Overview_html_b13e9a8f50fc1238.png||height=" auto" width="auto"]]629 +[[image:Everest.NET - Overview_html_b13e9a8f50fc1238.png||height="264" width="397"]] 627 627 628 628 (% style="text-align:center" %) 629 -[[image:Everest.NET - Overview_html_9a08478fbbddb66d.png||height=" auto" width="auto"]]632 +[[image:Everest.NET - Overview_html_9a08478fbbddb66d.png||height="270" width="409"]] 630 630 631 631 (% style="text-align:center" %) 632 -[[image:Everest.NET - Overview_html_a80fb56e2717e0b2.png||height=" 133" width="601"]]635 +[[image:Everest.NET - Overview_html_a80fb56e2717e0b2.png||height="93" width="418"]] 633 633 634 634 635 635 (% style="break-before: page; text-align: center;" %) ... ... @@ -651,13 +651,13 @@ 651 651 652 652 653 653 (% style="text-align:center" %) 654 -[[image:Everest.NET - Overview_html_5a8af4d79db43e5f.png||height=" auto" width="auto"]]657 +[[image:Everest.NET - Overview_html_5a8af4d79db43e5f.png||height="309" width="490"]] 655 655 656 656 657 657 Once the individual has been located, the following screen will appear. 658 658 659 659 (% style="text-align:center" %) 660 -[[image:Everest.NET - Overview_html_4a33bbbb0ec8e525.png||height=" auto" width="auto"]]663 +[[image:Everest.NET - Overview_html_4a33bbbb0ec8e525.png||height="97" width="636"]] 661 661 662 662 663 663 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). ... ... @@ -665,13 +665,13 @@ 665 665 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. 666 666 667 667 (% style="text-align:center" %) 668 -[[image:Everest.NET - Overview_html_fe052391e5f663da.png||height=" auto" width="auto"]]671 +[[image:Everest.NET - Overview_html_fe052391e5f663da.png||height="376" width="636"]] 669 669 670 670 671 671 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. 672 672 673 673 (% style="text-align:center" %) 674 -[[image:Everest.NET - Overview_html_a148d24ce82192f7.png||height=" auto" width="auto"]]677 +[[image:Everest.NET - Overview_html_a148d24ce82192f7.png||height="58" width="571"]] 675 675 676 676 677 677 Should a Fund Membership record exist, the User is able to locate the member within the selected Client as identified later in the document. ... ... @@ -683,11 +683,11 @@ 683 683 To Search for a client on the Database, proceed as follows: 684 684 685 685 (% style="text-align:center" %) 686 -[[image:Everest.NET - Overview_html_a7bf5244f230b5e6.png||height=" auto" width="auto"]]689 +[[image:Everest.NET - Overview_html_a7bf5244f230b5e6.png||height="202" width="636"]] 687 687 688 688 689 689 (% style="text-align:center" %) 690 -[[image:Everest.NET - Overview_html_6c51e644c4f624a.png||height=" auto" width="auto"]]693 +[[image:Everest.NET - Overview_html_6c51e644c4f624a.png||height="275" width="636"]] 691 691 692 692 693 693 === (% style="color:#2980b9" %)**Searching for Members**(%%) === ... ... @@ -699,13 +699,13 @@ 699 699 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: 700 700 701 701 (% style="text-align:center" %) 702 -[[image:Everest.NET - Overview_html_19f8c03b621b2ccc.png||height=" auto" width="auto"]]705 +[[image:Everest.NET - Overview_html_19f8c03b621b2ccc.png||height="211" width="582"]] 703 703 704 704 Once the individual has been located, the following screen will appear. 705 705 706 706 707 707 (% style="text-align:center" %) 708 -[[image:Everest.NET - Overview_html_3bfbafb577baed77.png||height=" auto" width="auto"]]711 +[[image:Everest.NET - Overview_html_3bfbafb577baed77.png||height="102" width="636"]] 709 709 710 710 711 711 ... ... @@ -715,10 +715,10 @@ 715 715 Should the User wish to locate all members within the specific Client, proceed as follows: 716 716 717 717 (% style="text-align:center" %) 718 -[[image:Everest.NET - Overview_html_cf1060b464bbc73d.png||height=" auto" width="auto"]]721 +[[image:Everest.NET - Overview_html_cf1060b464bbc73d.png||height="203" width="566"]] 719 719 720 720 (% style="text-align:center" %) 721 -[[image:Everest.NET - Overview_html_40a9ad0b46370ede.png||height=" auto" width="auto"]]724 +[[image:Everest.NET - Overview_html_40a9ad0b46370ede.png||height="360" width="578"]] 722 722 723 723 724 724 ==== **C. Searching for an Individual Member within the Member Listing from (B) above** ==== ... ... @@ -727,11 +727,11 @@ 727 727 Should the User wish to locate an individual member within the list of members (as documented above), proceed as follows: 728 728 729 729 (% style="text-align:center" %) 730 -[[image:Everest.NET - Overview_html_f163edc01ef2138c.png||height=" auto" width="auto"]]733 +[[image:Everest.NET - Overview_html_f163edc01ef2138c.png||height="231" width="618"]] 731 731 732 732 733 733 (% style="text-align:center" %) 734 -[[image:Everest.NET - Overview_html_bcc2a42eae0d5c2f.png||height=" auto" width="auto"]]737 +[[image:Everest.NET - Overview_html_bcc2a42eae0d5c2f.png||height="111" width="636"]] 735 735 736 736 737 737