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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.
...	...	@@ -294,7 +294,8 @@
294	294	Generates a Management Report reflecting the status of all contribution runs.
295	295
296	296
297		-(% style="text-align: center;" %)
	299	+
	300	+(% style="break-before: page; text-align: center;" %)
298	298	== (% style="color:#2980b9" %)**Accounts Menu**(%%) ==
299	299
300	300
...	...	@@ -373,7 +373,7 @@
373	373
374	374
375	375	(% style="text-align:center" %)
376		-[[image:Everest.NET - Overview_html_e82a26de123bb9a4.png||height="auto" width="auto"]]
	379	+[[image:Everest.NET - Overview_html_e82a26de123bb9a4.png||height="165" width="571"]]
377	377
378	378
379	379	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.
...	...	@@ -390,7 +390,7 @@
390	390
391	391
392	392	(% style="text-align:center" %)
393		-[[image:Everest.NET - Overview_html_7aa896c78f7b93a8.png||height="auto" width="auto"]]
	396	+[[image:Everest.NET - Overview_html_7aa896c78f7b93a8.png||height="218" width="352"]]
394	394
395	395
396	396
...	...	@@ -412,7 +412,7 @@
412	412	=== (% style="color:#2980b9" %)**Financial Settings**(%%) ===
413	413
414	414	(% style="text-align:center" %)
415		-[[image:Everest.NET - Overview_html_83a27e71f9fea658.png||height="auto" width="auto"]]
	418	+[[image:Everest.NET - Overview_html_83a27e71f9fea658.png||height="308" width="375"]]
416	416
417	417
418	418	**System Bank Accounts**
...	...	@@ -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" %)
	455	+
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”.
...	...	@@ -473,7 +473,7 @@
473	473	=== (% style="color:#2980b9" %)**Static Settings**(%%) ===
474	474
475	475	(% style="text-align:center" %)
476		-[[image:Everest.NET - Overview_html_60aa2d57550ec664.png||height="auto" width="auto"]]
	479	+[[image:Everest.NET - Overview_html_60aa2d57550ec664.png||height="505" width="309"]]
477	477
478	478
479	479	**Expense Types**
...	...	@@ -556,7 +556,6 @@
556	556	The various task types are recorded, together with the frequency of the task.
557	557
558	558
559		-(% style="break-before: page" %)
560	560	**Client Categories**
561	561
562	562	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.
...	...	@@ -591,11 +591,11 @@
591	591
592	592	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.
593	593
594		-(% style="break-before: page" %)
	596	+
595	595	=== (% style="color:#2980b9" %)**Workflow Groups**(%%) ===
596	596
597	597	(% style="text-align:center" %)
598		-[[image:Everest.NET - Overview_html_25397025a72b1de5.png||height="auto" width="auto"]]
	600	+[[image:Everest.NET - Overview_html_25397025a72b1de5.png||height="187" width="139"]]
599	599
600	600
601	601	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.
...	...	@@ -604,7 +604,7 @@
604	604	=== (% style="color:#2980b9" %)**Workflow People**(%%) ===
605	605
606	606	(% style="text-align:center" %)
607		-[[image:Everest.NET - Overview_html_273fd31c1c2dff4a.png||height="auto" width="auto"]]
	609	+[[image:Everest.NET - Overview_html_273fd31c1c2dff4a.png||height="178" width="136"]]
608	608
609	609
610	610	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.
...	...	@@ -613,7 +613,7 @@
613	613	=== (% style="color:#2980b9" %)**User Levels**(%%) ===
614	614
615	615	(% style="text-align:center" %)
616		-[[image:Everest.NET - Overview_html_2c67a45eafc4f5ee.png||height="auto" width="auto"]]
	618	+[[image:Everest.NET - Overview_html_2c67a45eafc4f5ee.png||height="172" width="130"]]
617	617
618	618	The User levels effectively defines who has access to viewing and or editing of the various components on the Everest System.
619	619
...	...	@@ -624,13 +624,13 @@
624	624	**Shortcuts to the relevant Menu Paths.**
625	625
626	626	(% style="text-align:center" %)
627		-[[image:Everest.NET - Overview_html_b13e9a8f50fc1238.png||height="auto" width="auto"]]
	629	+[[image:Everest.NET - Overview_html_b13e9a8f50fc1238.png||height="264" width="397"]]
628	628
629	629	(% style="text-align:center" %)
630		-[[image:Everest.NET - Overview_html_9a08478fbbddb66d.png||height="auto" width="auto"]]
	632	+[[image:Everest.NET - Overview_html_9a08478fbbddb66d.png||height="270" width="409"]]
631	631
632	632	(% style="text-align:center" %)
633		-[[image:Everest.NET - Overview_html_a80fb56e2717e0b2.png||height="133" width="601"]]
	635	+[[image:Everest.NET - Overview_html_a80fb56e2717e0b2.png||height="93" width="418"]]
634	634
635	635
636	636	(% style="break-before: page; text-align: center;" %)
...	...	@@ -652,13 +652,13 @@
652	652
653	653
654	654	(% style="text-align:center" %)
655		-[[image:Everest.NET - Overview_html_5a8af4d79db43e5f.png||height="auto" width="auto"]]
	657	+[[image:Everest.NET - Overview_html_5a8af4d79db43e5f.png||height="309" width="490"]]
656	656
657	657
658	658	Once the individual has been located, the following screen will appear.
659	659
660	660	(% style="text-align:center" %)
661		-[[image:Everest.NET - Overview_html_4a33bbbb0ec8e525.png||height="auto" width="auto"]]
	663	+[[image:Everest.NET - Overview_html_4a33bbbb0ec8e525.png||height="97" width="636"]]
662	662
663	663
664	664	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).
...	...	@@ -666,18 +666,18 @@
666	666	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.
667	667
668	668	(% style="text-align:center" %)
669		-[[image:Everest.NET - Overview_html_fe052391e5f663da.png||height="auto" width="auto"]]
	671	+[[image:Everest.NET - Overview_html_fe052391e5f663da.png||height="376" width="636"]]
670	670
671	671
672	672	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.
673	673
674	674	(% style="text-align:center" %)
675		-[[image:Everest.NET - Overview_html_a148d24ce82192f7.png||height="auto" width="auto"]]
	677	+[[image:Everest.NET - Overview_html_a148d24ce82192f7.png||height="58" width="571"]]
676	676
677	677
678	678	Should a Fund Membership record exist, the User is able to locate the member within the selected Client as identified later in the document.
679	679
680		-(% style="break-before: page" %)
	682	+
681	681	=== (% style="color:#2980b9" %)**Searching for a Client**(%%) ===
682	682
683	683
...	...	@@ -684,13 +684,13 @@
684	684	To Search for a client on the Database, proceed as follows:
685	685
686	686	(% style="text-align:center" %)
687		-[[image:Everest.NET - Overview_html_a7bf5244f230b5e6.png||height="auto" width="auto"]]
	689	+[[image:Everest.NET - Overview_html_a7bf5244f230b5e6.png||height="202" width="636"]]
688	688
689	689
690	690	(% style="text-align:center" %)
691		-[[image:Everest.NET - Overview_html_6c51e644c4f624a.png||height="auto" width="auto"]]
	693	+[[image:Everest.NET - Overview_html_6c51e644c4f624a.png||height="275" width="636"]]
692	692
693		-(% style="break-before: page %)
	695	+
694	694	=== (% style="color:#2980b9" %)**Searching for Members**(%%) ===
695	695
696	696
...	...	@@ -700,13 +700,13 @@
700	700	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:
701	701
702	702	(% style="text-align:center" %)
703		-[[image:Everest.NET - Overview_html_19f8c03b621b2ccc.png||height="auto" width="auto"]]
	705	+[[image:Everest.NET - Overview_html_19f8c03b621b2ccc.png||height="211" width="582"]]
704	704
705	705	Once the individual has been located, the following screen will appear.
706	706
707	707
708	708	(% style="text-align:center" %)
709		-[[image:Everest.NET - Overview_html_3bfbafb577baed77.png||height="auto" width="auto"]]
	711	+[[image:Everest.NET - Overview_html_3bfbafb577baed77.png||height="102" width="636"]]
710	710
711	711
712	712
...	...	@@ -716,10 +716,10 @@
716	716	Should the User wish to locate all members within the specific Client, proceed as follows:
717	717
718	718	(% style="text-align:center" %)
719		-[[image:Everest.NET - Overview_html_cf1060b464bbc73d.png||height="auto" width="auto"]]
	721	+[[image:Everest.NET - Overview_html_cf1060b464bbc73d.png||height="203" width="566"]]
720	720
721	721	(% style="text-align:center" %)
722		-[[image:Everest.NET - Overview_html_40a9ad0b46370ede.png||height="auto" width="auto"]]
	724	+[[image:Everest.NET - Overview_html_40a9ad0b46370ede.png||height="360" width="578"]]
723	723
724	724
725	725	==== **C. Searching for an Individual Member within the Member Listing from (B) above** ====
...	...	@@ -728,11 +728,11 @@
728	728	Should the User wish to locate an individual member within the list of members (as documented above), proceed as follows:
729	729
730	730	(% style="text-align:center" %)
731		-[[image:Everest.NET - Overview_html_f163edc01ef2138c.png||height="auto" width="auto"]]
	733	+[[image:Everest.NET - Overview_html_f163edc01ef2138c.png||height="231" width="618"]]
732	732
733	733
734	734	(% style="text-align:center" %)
735		-[[image:Everest.NET - Overview_html_bcc2a42eae0d5c2f.png||height="auto" width="auto"]]
	737	+[[image:Everest.NET - Overview_html_bcc2a42eae0d5c2f.png||height="111" width="636"]]
736	736
737	737
738	738