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 14:57
on 2021/08/31 14:57
edited by Dominique Tricerri
on 2021/08/31 14:46
on 2021/08/31 14:46
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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. ... ... @@ -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. ... ... @@ -293,7 +293,9 @@ 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 ... ... @@ -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