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Content

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294	294	Generates a Management Report reflecting the status of all contribution runs.
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	296	+
296	296	(% style="text-align: center;" %)
297	297	== (% style="color:#2980b9" %)**Accounts Menu**(%%) ==
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449	449	The investment houses and their corresponding products must be loaded here.
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	452	+(% style="break-before: page" %)
452	452	**Investment Flows**
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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”.
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555	555	The various task types are recorded, together with the frequency of the task.
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	559	+(% style="break-before: page" %)
558	558	**Client Categories**
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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.
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590	590	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.
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	594	+(% style="break-before: page" %)
593	593	=== (% style="color:#2980b9" %)**Workflow Groups**(%%) ===
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595	595	(% style="text-align:center" %)
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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.
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	680	+(% style="break-before: page" %)
679	679	=== (% style="color:#2980b9" %)**Searching for a Client**(%%) ===
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688	688	(% style="text-align:center" %)
689	689	[[image:Everest.NET - Overview_html_6c51e644c4f624a.png||height="auto" width="auto"]]
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	693	+(% style="break-before: page" %)
692	692	=== (% style="color:#2980b9" %)**Searching for Members**(%%) ===
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831	831	(% style="text-align:center" %)
832		-[[image:Everest User Manuals.4\. Fund Setup.Adding a New Client.Paypoints.WebHome@EBSphere_RGB Small.jpg]]
	834	+[[image:Everest User Manuals.4\. Fund Setup.Adding a New Client.Paypoints.WebHome@EBSphere_RGB Small.jpg||height="128" width="463"]]