Difference between revisions of "Company Profile"

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[[Category: Profiles]]
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[[Category: Profiles]][[Category:Mailing Labels]]
 
<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;">
 
<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;">
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<tr>
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    <td>[[File:Ic_description_black_24dp.png|link=Newton User Guide#Setup Profiles]] Newton User Guide: [[Newton User Guide#Setup Profiles|Setup Profiles]]</td>
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</tr>
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<tr>
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    <td>[[File:Ic_info_black_24dp.png]] Required Software Version: [[:Category:Release Notes|March 2017]]</td>
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</tr>
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<tr>
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    <td>[[File: Ic_settings_backup_restore_black_24dp.png]]  Legacy Instructions Available: [http://wiki.agencysystems.com/mediawiki/index.php?title=Company_Profile&oldid=2703 Click Here]</td>
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</tr>
 
<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;">
 
<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;">
 
     <td>Related Pages</td>
 
     <td>Related Pages</td>
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<td>
 
<td>
 
<ul>
 
<ul>
<li>[[Training 2: Setting Up Your Agency]]</li>
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<li>[[Company Tab]]</li>
 
<li>[[Policy View]]</li>
 
<li>[[Policy View]]</li>
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<li>[[Vendor Profile]]</li>
 
</ul>
 
</ul>
 
</td>
 
</td>
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</table>
 
</table>
  
Every policy and invoice in Agency Systems will be coded to a company. The company profile allows you to specify default commission percentages, billing method ([[:Category:Agency Bill|Agency Bill]] or [[:Category:Direct Bill|Direct Bill]]), and website information by company.
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Every [[Policy: Create A Policy|policy]] and [[Invoice: Create An Invoice|invoice]] in Newton is assigned a company code. The company profile allows you to [[#Company Profile Commission Table|specify default commission percentages]], billing method ([[:Category:Agency Bill|Agency Bill]] or [[:Category:Direct Bill|Direct Bill]]), and [[Policy View|website information by company]].
 +
 
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'''Company refers to an insurance company, or policy-related finance company used with policies and insurance accounting.  For administrative tasks, such as [[Voucher Transaction|Vouchers]], see [[Vendor Profile|the Vendor Profile]]. '''
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 +
== Before You Begin ==
 +
Access to view the Company Profile requires the current operator to have [[Security System|Security System: Profiles -> Company -> View]] access.
 +
 
 +
[[File:Ic_info_black_24dp.png]]  See: [[Security System]] for more information.
 +
 
 +
== Create a Company ==
 +
Before creating a new company code, first verify a similar code does not already exist.  Select '''Print List''' to preview a report of all existing company codes. 
 +
 
 +
The [[#Edit a Company|name assigned to a company code can be modified]], without creating a new company profile.
 +
 
 +
#From the '''[[Main Menu and Tab Navigation|Main Menu]]''', select '''Setup''' -> '''Company'''.
 +
#Select '''Create New'''.
 +
#Enter the desired three digit number.  Capital letters and numbers are both available. (Examples: '''AET''', '''PR1''', '''A01''')
 +
#:[[File:Ic_info_black_24dp.png]]  A company code cannot match an existing [[Vendor Profile|vendor code]].
 +
#Enter the '''name''' for the company.  This name will appear in drop-down selection lists when entering data, or running reports.
 +
#Press '''<TAB>''' to populate the Alpha Code.
 +
#Enter a default '''Agency Commission''' amount for [[Invoice: Create An Invoice|invoice transactions]].
 +
#:[[File:Ic_info_black_24dp.png]]  Default commission by [[Class Profile|class code]] is also [[#Commission Percent (%)|available in the section below]].
 +
#Select the default '''Billing Method''' ([[Agency Bill]] or [[Direct Bill]]) used for [[Invoice: Create An Invoice|invoices created]]  with [[Policy & Billing]].
 +
#Enter the '''NAIC Code''' that will display on [[:Category: Forms|ACORD Forms]].  ''([[Configure NAIC Codes|Download Integration]] does not reference this value)''
 +
#Enter the '''NY ID Code''' as needed. (See [[Forms: New York Driver ID Card Configuration]].)
 +
#Enter the '''Parent Company''' if the new company is a subsidiary.
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#:[[File:Ic_info_black_24dp.png]]  See [[#Parent Company|the Parent Company section below]] for more information.
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#Select the '''Addresses''' tab to enter the Accounting ([[:Category:Checks|Checks]]) and Underwriting ([[:Category: Forms|ACORD Forms]]) addresses for the company. 
 +
#Enter the address information and press '''<TAB>''' to step through the address fields.
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#Select '''Save'''.  (Requires  [[Security System|Security System: Profiles -> Company -> Entry]] access.)
 +
#Select the '''Contacts''' tab. 
 +
#Select '''Create New Contact'''.  Contacts saved to the company are available on the [[Company Tab]], the [[Email|compose email window]] and more.
 +
#Select the '''Web''' tab and enter the '''Website''' address.  (Optionally configure [[Policy View]]).
 +
#Select '''Exit'''.
 +
 
 +
== Edit a Company ==
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#From the '''[[Main Menu and Tab Navigation|Main Menu]]''', select '''Setup''' -> '''Company'''.
 +
#Select '''Find'''.
 +
#Select the desired company number and select '''OK'''.
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#Enter or modify any desired values.  (Example: Name, [[#Parent Company|Parent Company]], [[Policy View]], [[#Commission Percent (%)|commission]], active status).
 +
#Select '''Save'''. (Requires  [[Security System|Security System: Profiles -> Company-> Edit]] access.)
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#Select '''Exit'''.
 +
 
 +
== Delete a Company ==
 +
Deleting a company should not be done if the company code has ever been used for any policy or accounting transactions.  Instead, [[#Edit a Company|Edit the Company and change the '''Active Status to Inactive''']].  Inactive company codes do not display on the company search lists, and cannot be used when [[Invoice: Create An Invoice|creating new invoices]].
 +
 
 +
#From the '''[[Main Menu and Tab Navigation|Main Menu]]''', select '''Setup''' -> '''Company'''.
 +
#Select '''Find'''.
 +
#Select the desired company number and select '''OK'''.
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#Select '''Delete'''.  (Requires  [[Security System|Security System: Profiles -> Company -> Global]] access.)
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#Confirm '''Yes'''.
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#Select '''Exit'''.
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 +
== Company Profile Screen ==
 +
From the '''[[Main Menu and Tab Navigation|Main Menu]]''', select '''Setup''' -> '''Company'''.
 +
 
 +
[[File:Setup-company.png]]
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;Company Profile Toolbar
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*'''Find:''' - Find a company code.
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*'''First:''' - Skip to the first company.
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*'''Previous:''' - Skip to the previous company.
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*'''Next:''' - Skip to the next company.
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*'''Last:''' - Skip to the last company.
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*'''Create New:''' - Create a new company.
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*'''Print List:''' - Print a list of company profiles, or mailing labels for all companies.
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*'''History:''' - View company profile history.
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*'''Delete:''' - Delete company profile.
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*'''Wiki:''' - Wiki Help Documentation.
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*'''Save:''' - Save the current profile item. (ALT + S)
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*'''Exit:''' - Exit the profile windows. (ALT + X)
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 +
=== Commission Percent (%) ===
 +
Agency commission tables for each [[Company Profile]] can be configured by individual [[Class Profile|lines of business (Class Code)]].
 +
 
 +
The default company commission rate for a company code will pre-fill for the invoice line when an invoice is created using [[Policy & Billing]].
 +
 
 +
#From the '''[[Main Menu and Tab Navigation|Main Menu]]''', select '''Setup''' -> '''Company'''.
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#Select '''Find'''.
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#Select the desired company number and select '''OK'''.
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#Select the '''Commission %''' button.
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#:[[File:Setup-company-comm.png]]
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#Enter the '''[[Class Profile|Class Code]]''' or enter '''*''' to search.
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#Select the '''Billing Method''' ([[Agency Bill]] or [[Direct Bill]]), and enter the default '''Commission %'''.
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#:[[File:Menu-profiles-company-cm-table.png]]
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#Repeat for each desired class code.  (You cannot configure the same [[Class Profile|Class Code]] as both [[:Category:Agency Bill|Agency Bill]] and [[:Category:Direct Bill|Direct Bill]]).
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#When finished, select '''Save''', then '''Exit''', then close the [[Company Profile]] window.
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 +
=== Parent Company ===
 +
Individual company codes in Newton can now be assigned to a Parent Company.
  
==Company Profile Screen==
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[[File:Ic_info_black_24dp.png]] The '''[[Company Tab]]''' -> '''Policies''' list for a parent company will list all policies assigned to the parent company, '''and all policies assigned to any subsidiary'''
Select '''Profiles -> Company'''''(Requires [[Security System]]: Profiles -> Company -> View)''
 
  
[[File:Menu-profiles-company.png]]
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The '''[[Management Tab]]''' -> '''Company Tab''' will also summarize all active polices by Parent Company.  
  
====Company Profile Menu Options====
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Both tabs retain the option to also display only policies assigned to specific company codes.  
*'''Add''' - Create a new company
 
*'''Delete''' - Delete a company
 
*'''Search''' - Load an existing company
 
*'''Print''' - Print a short summary of all companies
 
*'''History''' - View an activity/transaction log for the currently selected company
 
*'''Exit''' - Close the window. You will be prompted to save if you have changed the company.
 
  
==Company Profile Fields ==
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==== Assign a Parent Company ====
*'''Company Code''' - Three digit alpha-numeric code used to identify the company on invoices, and policies.
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#From the '''[[Main Menu and Tab Navigation|Main Menu]]''', select '''Setup''' -> '''Company'''.  
*'''Company Name ''' - Name of the company displayed on [[:Category:ACORD Forms|ACORD forms]], and displayed when the Company Code is assigned.
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#Select '''Find'''.
*'''Agency Commission''' - Default agency commission for policies written with this company.  
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#Select the desired '''subsidiary company''' number and select '''OK'''.  
*'''Billing Method''' - Default bill method for manually entered invoices as [[:Category:Agency Bill|Agency Bill]] or [[:Category:Direct Bill|Direct Bill]].
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#Enter the primary company code in the '''Parent Company''' field. Enter '''*''' to search.
*'''NAIC Code''' - The unique company NAIC code displayed on [[:Category:ACORD Forms|ACORD Forms]].  ''([[Configure NAIC Codes|Download Integration]] does not reference this value)''
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#:[[File:Setup-company-sub.png]]
*'''NY ID Code''' - See [[New York Driver ID Card Configuration]].
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#Select '''Save'''. (Requires  [[Security System|Security System: Profiles -> Company-> Edit]] access.)
*'''Active Status''' - Inactive company codes do not display on the company search lists, and cannot be used when creating new invoices.
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#Repeat this process to assign each subsidiary.
*'''Address Tab''' - Accounting ([[:Category:Checks|Checks]]) and Underwriting ([[:Category:ACORD Forms|ACORD Forms]]) addresses for the company.
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#When finished, select '''Exit'''.
*'''Contacts Tab''' - Contacts saved to the company, available on the '''Company Tab''', the [[Email Integration|compose email window]] and more.
 
==== Company Profile Web Tab ====
 
Generic company website which will is available from the '''Company Tab'''.  In addition, if a [[Policy View]] company is not currently available, the generic company website will open when [[Policy View]] is selected.  
 
  
[[Policy View|Policy View configuration settings are also available]].
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The Parent Company field is disabled if the current company code has subsidiary companies assigned.  See the next section to list the assigned sub-companies.
  
[[File:Menu-profiles-company-web.png]]
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==== List All Subsidiaries Assigned to a Parent Company ====
 +
#From the '''[[Main Menu and Tab Navigation|Main Menu]]''', select '''Setup''' -> '''Company'''.
 +
#Select '''Find'''.
 +
#Select the desired '''parent company''' number and select '''OK'''.
 +
#Select the '''Subsidiaries''' tab.  All assigned subsidiaries will be displayed.
 +
#:[[File:Setup-company-parentwithsub.png]]
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#Select '''Exit'''.
  
== Company Profile Commission Table ==
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[[File:Ic_info_black_24dp.png]]  See: [[MyNewtonCampus.com_Add-ons#Profile_Reports:_Master.2FSub_Company_Listing|Profile Reports: Master/Sub Company Listing]] for a complete printable list for '''all companies'''.

Latest revision as of 18:24, 17 May 2018

Ic description black 24dp.png Newton User Guide: Setup Profiles
Ic info black 24dp.png Required Software Version: March 2017
Ic settings backup restore black 24dp.png Legacy Instructions Available: Click Here
Related Pages
Related Categories

Every policy and invoice in Newton is assigned a company code. The company profile allows you to specify default commission percentages, billing method (Agency Bill or Direct Bill), and website information by company.

Company refers to an insurance company, or policy-related finance company used with policies and insurance accounting. For administrative tasks, such as Vouchers, see the Vendor Profile.

Before You Begin

Access to view the Company Profile requires the current operator to have Security System: Profiles -> Company -> View access.

Ic info black 24dp.png See: Security System for more information.

Create a Company

Before creating a new company code, first verify a similar code does not already exist. Select Print List to preview a report of all existing company codes.

The name assigned to a company code can be modified, without creating a new company profile.

  1. From the Main Menu, select Setup -> Company.
  2. Select Create New.
  3. Enter the desired three digit number. Capital letters and numbers are both available. (Examples: AET, PR1, A01)
    Ic info black 24dp.png A company code cannot match an existing vendor code.
  4. Enter the name for the company. This name will appear in drop-down selection lists when entering data, or running reports.
  5. Press <TAB> to populate the Alpha Code.
  6. Enter a default Agency Commission amount for invoice transactions.
    Ic info black 24dp.png Default commission by class code is also available in the section below.
  7. Select the default Billing Method (Agency Bill or Direct Bill) used for invoices created with Policy & Billing.
  8. Enter the NAIC Code that will display on ACORD Forms. (Download Integration does not reference this value)
  9. Enter the NY ID Code as needed. (See Forms: New York Driver ID Card Configuration.)
  10. Enter the Parent Company if the new company is a subsidiary.
    Ic info black 24dp.png See the Parent Company section below for more information.
  11. Select the Addresses tab to enter the Accounting (Checks) and Underwriting (ACORD Forms) addresses for the company.
  12. Enter the address information and press <TAB> to step through the address fields.
  13. Select Save. (Requires Security System: Profiles -> Company -> Entry access.)
  14. Select the Contacts tab.
  15. Select Create New Contact. Contacts saved to the company are available on the Company Tab, the compose email window and more.
  16. Select the Web tab and enter the Website address. (Optionally configure Policy View).
  17. Select Exit.

Edit a Company

  1. From the Main Menu, select Setup -> Company.
  2. Select Find.
  3. Select the desired company number and select OK.
  4. Enter or modify any desired values. (Example: Name, Parent Company, Policy View, commission, active status).
  5. Select Save. (Requires Security System: Profiles -> Company-> Edit access.)
  6. Select Exit.

Delete a Company

Deleting a company should not be done if the company code has ever been used for any policy or accounting transactions. Instead, Edit the Company and change the Active Status to Inactive. Inactive company codes do not display on the company search lists, and cannot be used when creating new invoices.

  1. From the Main Menu, select Setup -> Company.
  2. Select Find.
  3. Select the desired company number and select OK.
  4. Select Delete. (Requires Security System: Profiles -> Company -> Global access.)
  5. Confirm Yes.
  6. Select Exit.

Company Profile Screen

From the Main Menu, select Setup -> Company.

Setup-company.png

Company Profile Toolbar
  • Find: - Find a company code.
  • First: - Skip to the first company.
  • Previous: - Skip to the previous company.
  • Next: - Skip to the next company.
  • Last: - Skip to the last company.
  • Create New: - Create a new company.
  • Print List: - Print a list of company profiles, or mailing labels for all companies.
  • History: - View company profile history.
  • Delete: - Delete company profile.
  • Wiki: - Wiki Help Documentation.
  • Save: - Save the current profile item. (ALT + S)
  • Exit: - Exit the profile windows. (ALT + X)

Commission Percent (%)

Agency commission tables for each Company Profile can be configured by individual lines of business (Class Code).

The default company commission rate for a company code will pre-fill for the invoice line when an invoice is created using Policy & Billing.

  1. From the Main Menu, select Setup -> Company.
  2. Select Find.
  3. Select the desired company number and select OK.
  4. Select the Commission % button.
    Setup-company-comm.png
  5. Enter the Class Code or enter * to search.
  6. Select the Billing Method (Agency Bill or Direct Bill), and enter the default Commission %.
    Menu-profiles-company-cm-table.png
  7. Repeat for each desired class code. (You cannot configure the same Class Code as both Agency Bill and Direct Bill).
  8. When finished, select Save, then Exit, then close the Company Profile window.

Parent Company

Individual company codes in Newton can now be assigned to a Parent Company.

Ic info black 24dp.png The Company Tab -> Policies list for a parent company will list all policies assigned to the parent company, and all policies assigned to any subsidiary.

The Management Tab -> Company Tab will also summarize all active polices by Parent Company.

Both tabs retain the option to also display only policies assigned to specific company codes.

Assign a Parent Company

  1. From the Main Menu, select Setup -> Company.
  2. Select Find.
  3. Select the desired subsidiary company number and select OK.
  4. Enter the primary company code in the Parent Company field. Enter * to search.
    Setup-company-sub.png
  5. Select Save. (Requires Security System: Profiles -> Company-> Edit access.)
  6. Repeat this process to assign each subsidiary.
  7. When finished, select Exit.

The Parent Company field is disabled if the current company code has subsidiary companies assigned. See the next section to list the assigned sub-companies.

List All Subsidiaries Assigned to a Parent Company

  1. From the Main Menu, select Setup -> Company.
  2. Select Find.
  3. Select the desired parent company number and select OK.
  4. Select the Subsidiaries tab. All assigned subsidiaries will be displayed.
    Setup-company-parentwithsub.png
  5. Select Exit.

Ic info black 24dp.png See: Profile Reports: Master/Sub Company Listing for a complete printable list for all companies.