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 14:59
on 2021/08/31 14:59
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... ... @@ -293,6 +293,7 @@ 293 293 294 294 Generates a Management Report reflecting the status of all contribution runs. 295 295 296 + 296 296 (% style="text-align: center;" %) 297 297 == (% style="color:#2980b9" %)**Accounts Menu**(%%) == 298 298 ... ... @@ -448,7 +448,7 @@ 448 448 449 449 The investment houses and their corresponding products must be loaded here. 450 450 451 - 452 +(% style="break-before: page" %) 452 452 **Investment Flows** 453 453 454 454 In most cases the information required here will not change as the flow of assets can only be reflected as “disinvestment” and “investment”. ... ... @@ -554,7 +554,7 @@ 554 554 555 555 The various task types are recorded, together with the frequency of the task. 556 556 557 - 558 +(% style="break-before: page %) 558 558 **Client Categories** 559 559 560 560 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.