Last modified by Megan Kahl on 2021/12/01 09:51

<
From version < 54.1 >
edited by Dominique Tricerri
on 2021/08/31 14:57
To version < 44.1 >
edited by Dominique Tricerri
on 2021/08/31 14:45
>
Change comment: There is no comment for this version

Summary

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Content
... ... @@ -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.
... ... @@ -264,6 +264,8 @@
264 264  (% style="text-align:center" %)
265 265  [[image:Everest.NET - Overview_html_996c6f871b99170f.png||height="auto" width="auto"]]
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.
... ... @@ -293,12 +293,14 @@
293 293  
294 294  Generates a Management Report reflecting the status of all contribution runs.
295 295  
296 -(% style="text-align: center;" %)
298 +
299 +
300 +(% style="break-before: page; text-align: center;" %)
297 297  == (% style="color:#2980b9" %)**Accounts Menu**(%%) ==
298 298  
299 299  
300 300  (% style="text-align:center" %)
301 -[[image:Everest.NET - Overview_html_390661347a978792.png||height="auto" width="auto"]]
305 +[[image:Everest.NET - Overview_html_390661347a978792.png||height="463" width="605"]]
302 302  
303 303  
304 304  
... ... @@ -307,7 +307,7 @@
307 307  
308 308  
309 309  (% style="text-align:center" %)
310 -[[image:Everest.NET - Overview_html_56bdb1a2aeadd3cf.png||height="auto" width="auto"]]
314 +[[image:Everest.NET - Overview_html_56bdb1a2aeadd3cf.png||height="100" width="139"]]
311 311  
312 312  
313 313  **Search**
... ... @@ -330,7 +330,7 @@
330 330  
331 331  
332 332  (% style="text-align:center" %)
333 -[[image:Everest.NET - Overview_html_5821e9f1d972c5eb.png||height="auto" width="auto"]]
337 +[[image:Everest.NET - Overview_html_5821e9f1d972c5eb.png||height="196" width="158"]]
334 334  
335 335  **Factor Types**
336 336  
... ... @@ -372,7 +372,7 @@
372 372  
373 373  
374 374  (% style="text-align:center" %)
375 -[[image:Everest.NET - Overview_html_e82a26de123bb9a4.png||height="auto" width="auto"]]
379 +[[image:Everest.NET - Overview_html_e82a26de123bb9a4.png||height="165" width="571"]]
376 376  
377 377  
378 378  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.
... ... @@ -389,7 +389,7 @@
389 389  
390 390  
391 391  (% style="text-align:center" %)
392 -[[image:Everest.NET - Overview_html_7aa896c78f7b93a8.png||height="auto" width="auto"]]
396 +[[image:Everest.NET - Overview_html_7aa896c78f7b93a8.png||height="218" width="352"]]
393 393  
394 394  
395 395  
... ... @@ -411,7 +411,7 @@
411 411  === (% style="color:#2980b9" %)**Financial Settings**(%%) ===
412 412  
413 413  (% style="text-align:center" %)
414 -[[image:Everest.NET - Overview_html_83a27e71f9fea658.png||height="auto" width="auto"]]
418 +[[image:Everest.NET - Overview_html_83a27e71f9fea658.png||height="308" width="375"]]
415 415  
416 416  
417 417  **System Bank Accounts**
... ... @@ -472,7 +472,7 @@
472 472  === (% style="color:#2980b9" %)**Static Settings**(%%) ===
473 473  
474 474  (% style="text-align:center" %)
475 -[[image:Everest.NET - Overview_html_60aa2d57550ec664.png||height="auto" width="auto"]]
479 +[[image:Everest.NET - Overview_html_60aa2d57550ec664.png||height="505" width="309"]]
476 476  
477 477  
478 478  **Expense Types**
... ... @@ -593,7 +593,7 @@
593 593  === (% style="color:#2980b9" %)**Workflow Groups**(%%) ===
594 594  
595 595  (% style="text-align:center" %)
596 -[[image:Everest.NET - Overview_html_25397025a72b1de5.png||height="auto" width="auto"]]
600 +[[image:Everest.NET - Overview_html_25397025a72b1de5.png||height="187" width="139"]]
597 597  
598 598  
599 599  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.
... ... @@ -602,7 +602,7 @@
602 602  === (% style="color:#2980b9" %)**Workflow People**(%%) ===
603 603  
604 604  (% style="text-align:center" %)
605 -[[image:Everest.NET - Overview_html_273fd31c1c2dff4a.png||height="auto" width="auto"]]
609 +[[image:Everest.NET - Overview_html_273fd31c1c2dff4a.png||height="178" width="136"]]
606 606  
607 607  
608 608  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.
... ... @@ -611,7 +611,7 @@
611 611  === (% style="color:#2980b9" %)**User Levels**(%%) ===
612 612  
613 613  (% style="text-align:center" %)
614 -[[image:Everest.NET - Overview_html_2c67a45eafc4f5ee.png||height="auto" width="auto"]]
618 +[[image:Everest.NET - Overview_html_2c67a45eafc4f5ee.png||height="172" width="130"]]
615 615  
616 616  The User levels effectively defines who has access to viewing and or editing of the various components on the Everest System.
617 617  
... ... @@ -622,13 +622,13 @@
622 622  **Shortcuts to the relevant Menu Paths.**
623 623  
624 624  (% style="text-align:center" %)
625 -[[image:Everest.NET - Overview_html_b13e9a8f50fc1238.png||height="auto" width="auto"]]
629 +[[image:Everest.NET - Overview_html_b13e9a8f50fc1238.png||height="264" width="397"]]
626 626  
627 627  (% style="text-align:center" %)
628 -[[image:Everest.NET - Overview_html_9a08478fbbddb66d.png||height="auto" width="auto"]]
632 +[[image:Everest.NET - Overview_html_9a08478fbbddb66d.png||height="270" width="409"]]
629 629  
630 630  (% style="text-align:center" %)
631 -[[image:Everest.NET - Overview_html_a80fb56e2717e0b2.png||height="133" width="601"]]
635 +[[image:Everest.NET - Overview_html_a80fb56e2717e0b2.png||height="93" width="418"]]
632 632  
633 633  
634 634  (% style="break-before: page; text-align: center;" %)
... ... @@ -650,13 +650,13 @@
650 650  
651 651  
652 652  (% style="text-align:center" %)
653 -[[image:Everest.NET - Overview_html_5a8af4d79db43e5f.png||height="auto" width="auto"]]
657 +[[image:Everest.NET - Overview_html_5a8af4d79db43e5f.png||height="309" width="490"]]
654 654  
655 655  
656 656  Once the individual has been located, the following screen will appear.
657 657  
658 658  (% style="text-align:center" %)
659 -[[image:Everest.NET - Overview_html_4a33bbbb0ec8e525.png||height="auto" width="auto"]]
663 +[[image:Everest.NET - Overview_html_4a33bbbb0ec8e525.png||height="97" width="636"]]
660 660  
661 661  
662 662  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).
... ... @@ -664,13 +664,13 @@
664 664  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.
665 665  
666 666  (% style="text-align:center" %)
667 -[[image:Everest.NET - Overview_html_fe052391e5f663da.png||height="auto" width="auto"]]
671 +[[image:Everest.NET - Overview_html_fe052391e5f663da.png||height="376" width="636"]]
668 668  
669 669  
670 670  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.
671 671  
672 672  (% style="text-align:center" %)
673 -[[image:Everest.NET - Overview_html_a148d24ce82192f7.png||height="auto" width="auto"]]
677 +[[image:Everest.NET - Overview_html_a148d24ce82192f7.png||height="58" width="571"]]
674 674  
675 675  
676 676  Should a Fund Membership record exist, the User is able to locate the member within the selected Client as identified later in the document.
... ... @@ -682,11 +682,11 @@
682 682  To Search for a client on the Database, proceed as follows:
683 683  
684 684  (% style="text-align:center" %)
685 -[[image:Everest.NET - Overview_html_a7bf5244f230b5e6.png||height="auto" width="auto"]]
689 +[[image:Everest.NET - Overview_html_a7bf5244f230b5e6.png||height="202" width="636"]]
686 686  
687 687  
688 688  (% style="text-align:center" %)
689 -[[image:Everest.NET - Overview_html_6c51e644c4f624a.png||height="auto" width="auto"]]
693 +[[image:Everest.NET - Overview_html_6c51e644c4f624a.png||height="275" width="636"]]
690 690  
691 691  
692 692  === (% style="color:#2980b9" %)**Searching for Members**(%%) ===
... ... @@ -698,13 +698,13 @@
698 698  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:
699 699  
700 700  (% style="text-align:center" %)
701 -[[image:Everest.NET - Overview_html_19f8c03b621b2ccc.png||height="auto" width="auto"]]
705 +[[image:Everest.NET - Overview_html_19f8c03b621b2ccc.png||height="211" width="582"]]
702 702  
703 703  Once the individual has been located, the following screen will appear.
704 704  
705 705  
706 706  (% style="text-align:center" %)
707 -[[image:Everest.NET - Overview_html_3bfbafb577baed77.png||height="auto" width="auto"]]
711 +[[image:Everest.NET - Overview_html_3bfbafb577baed77.png||height="102" width="636"]]
708 708  
709 709  
710 710  
... ... @@ -714,10 +714,10 @@
714 714  Should the User wish to locate all members within the specific Client, proceed as follows:
715 715  
716 716  (% style="text-align:center" %)
717 -[[image:Everest.NET - Overview_html_cf1060b464bbc73d.png||height="auto" width="auto"]]
721 +[[image:Everest.NET - Overview_html_cf1060b464bbc73d.png||height="203" width="566"]]
718 718  
719 719  (% style="text-align:center" %)
720 -[[image:Everest.NET - Overview_html_40a9ad0b46370ede.png||height="auto" width="auto"]]
724 +[[image:Everest.NET - Overview_html_40a9ad0b46370ede.png||height="360" width="578"]]
721 721  
722 722  
723 723  ==== **C. Searching for an Individual Member within the Member Listing from (B) above** ====
... ... @@ -726,11 +726,11 @@
726 726  Should the User wish to locate an individual member within the list of members (as documented above), proceed as follows:
727 727  
728 728  (% style="text-align:center" %)
729 -[[image:Everest.NET - Overview_html_f163edc01ef2138c.png||height="auto" width="auto"]]
733 +[[image:Everest.NET - Overview_html_f163edc01ef2138c.png||height="231" width="618"]]
730 730  
731 731  
732 732  (% style="text-align:center" %)
733 -[[image:Everest.NET - Overview_html_bcc2a42eae0d5c2f.png||height="auto" width="auto"]]
737 +[[image:Everest.NET - Overview_html_bcc2a42eae0d5c2f.png||height="111" width="636"]]
734 734  
735 735  
736 736  

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