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 14:59
on 2021/08/31 14:59
edited by Dominique Tricerri
on 2021/08/31 14:57
on 2021/08/31 14:57
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... ... @@ -293,7 +293,6 @@ 293 293 294 294 Generates a Management Report reflecting the status of all contribution runs. 295 295 296 - 297 297 (% style="text-align: center;" %) 298 298 == (% style="color:#2980b9" %)**Accounts Menu**(%%) == 299 299 ... ... @@ -449,7 +449,7 @@ 449 449 450 450 The investment houses and their corresponding products must be loaded here. 451 451 452 - (% style="break-before: page" %)451 + 453 453 **Investment Flows** 454 454 455 455 In most cases the information required here will not change as the flow of assets can only be reflected as “disinvestment” and “investment”. ... ... @@ -555,7 +555,7 @@ 555 555 556 556 The various task types are recorded, together with the frequency of the task. 557 557 558 - (% style="break-before: page %)557 + 559 559 **Client Categories** 560 560 561 561 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.