Difference between revisions of "Preferences"

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     <td>[[File:Ic_info_black_24dp.png]] Required Software Version: [[:Category:Release Notes|June 2015]]</td>
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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|Summer 2018]]</td>
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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=Preferences&oldid=3732 Click Here]</td>
 
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<ul>
<li>[[Training 1: Newton Interface Overview]]</li>
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<li>[[Make Text and Other Items Larger or Smaller]]</li>
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<li>[[Newton_User_Guide#Newton_Interface_Overview|Newton Interface Overview]]</li>
 
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A number of options and preferences are available within Newton, many available to individual operators.   
+
A large number of options and preferences are available to individual operators within Newton.   
 
 
Select '''Other -> Preferences''' to access the user options menu.  ''(This option was previously displayed as Other -> Client Explorer Options)''
 
 
 
=== Account History ===
 
The account history tab is the first tab displayed. The settings control the default options for the client account tab. Each of the options are available per operator.
 
 
 
Select the options to '''Include zero balances''' or '''Include zero payments''' by default.
 
:[[File:menu-preferences-accounthistory-zero.png]]
 
:'''Note:''' There is no checkbox for including zeroed couplets; zeroed couplets are hidden if either zero balances or zero payments are hidden.
 
  
In addition, a '''Bucket Days''' option can be set to modify the different client aging buckets from the system default of 30 days.  
+
From the [[Main Menu and Tab Navigation|Main Menu]], select '''Setup''' -> '''Preferences''' to access the user options menu, or select '''User Options''' from the [[User Dashboard Tab]].  
  
=== Activity Listing ===
+
== Account History ==
Each of the options are available per operator.
+
[[File:Preferences-account-history.png|thumb|400px|right|Account History]]
 +
The account history tab controls the default user options for the client accounting tab. Each of the options are available per operator.
  
The '''Activity Listing''' tab is a set of options to control which [[Newton_Release_Notes:_November_2014#Activity_Types_and_Filters|activity types]] display by default in the following areas:
+
By default, all invoices are included for a balance forward client, and only invoices with a balance are included for open-item accounting clients.
*Dashboard -> Activity Band
 
*Client Basic Tab -> Activity Band
 
*[[Policy Express]] -> Activity Band
 
  
[[File:menu-preferences-activitylisting.png]]
+
In addition, a '''Bucket Days''' option can be set to modify the different client aging buckets
 +
from the system default of 30 days.
  
The default filters can be changed on-the-fly through the right-click menu.  
+
==== Balance Forward vs. Open-item Accounting ====
 +
Newton by Agency Systems can handle both balance forward and open-item accounting.  
  
=== User Options ===
+
In a balance forward accounting system, all payments and invoices are applied against the total balance owing on the account. In balance forward accounting, you make no attempt to specifically pay the individual invoices.  The payments simply reduce the total balance owed by the amount paid.  
{{#ev:youtube|UXwjooO7sx0|300|right|Usability Options For Agency Systems}}
 
Each of the options are available per operator.
 
  
==== Client Dashboard Bands ====
+
In an open-item accounting system, all payments are recorded against specific invoices.  [[Reconcile Producer Payables]] will only show invoices still due to the [[Producer Profile|producer]], where the [[Client Profile|client]] has paid or the [[Company Profile|company]] has paid in full, or in part.  [[Reconcile Producer Payables]] can be used to pay the trust amount, or only a portion of the total amount due, based on the [[:Category:Receivables|receivable]] balanceAll payments are applied directly to invoices, allowing the agency more specific reporting, and control.
Default band settings are available for the Client DashboardSelected types will automatically expand when the Client Dashboard is loaded.  
 
  
:[[File:menu-preferences-useroptions-clientdashboard.png]]
+
By default, the client accounting tab displays balances according to the '''[[Client Profile]]''' -> '''Details''' -> '''A/R Type''' setting. If desired, the client setting can be bypassed by a global option to display all clients with either method. For agencies who prefer balance forward accounting, a start date of the beginning of the fiscal year is recommended.  
  
An option to control the exit window controls and Exit buttons on Client, Company, Vendor, Policy, and Diary tabs is also available.  
+
==== Zero Balance Items ====
 +
The client accounting tab has three classes of zeros:
 +
*Zero balance invoices (including late charges and agency fees)
 +
*Zero balance payments (cash, checks and journals)
 +
*Pairs of payments effective the same day which sum to zero, known as "zeroed couplets" (offsetting on-account transmittal cash and checks).  
  
:[[File:menu-preferences-useroptions-exit.png]]
+
The display options are shown as '''Include zero balances''' and '''Include zero payments'''.  
  
==== Dashboard Sort Options ====
+
{| class="wikitable"
The user sort options apply to multiple dashboards, such as the [[Dashboard Tab (User)|User Dashboard]] and Client Dashboard.  
+
!Include zero balances
 +
!Include zero payments
 +
!Notes
 +
|-
 +
|No
 +
|Yes
 +
|
 +
'''This is the default configuration.'''
 +
* Zeroed couplets are hidden.
 +
* Zero balance invoices are hidden.
 +
* If there are no non-zero invoices, zero balance payments are shown for all time.
 +
* If there are non-zero invoices, zero balance payments are shown if they are more recent than the oldest non-zero invoice.
 +
|-
 +
|No
 +
|No
 +
|
 +
* Zeroed couplets are hidden.
 +
* Zero balance invoices are hidden.
 +
* Zero balance payments are hidden.
 +
|-
 +
|Yes
 +
|No
 +
|
 +
* Zeroed couplets are hidden.
 +
* Zero balance invoices are shown.
 +
* Zero balance payments are hidden.
 +
|-
 +
|Yes
 +
|Yes
 +
|
 +
* Zeroed couplets are shown.
 +
* Zero balance invoices are shown.
 +
* Zero balance payments are shown.
 +
|-
 +
|}
  
:[[File:Menu-preferences-useroptions-sorting.png]]
+
There is no checkbox for including zeroed couplets; zeroed couplets are hidden if either zero balances or zero payments are hidden.
  
==== Band Font Size ====
+
If the user includes zero payments but doesn't include zero invoices, and if there are non-zero invoices showing, the include-zero-payment option is interpreted slightly differently. It will include zero payments only back to the date of the oldest invoice that is showing.
Select '''Band font size''' to increase the font used by the information bands on the [[Dashboard Tab (User)]], Client Basic Tab, [[Management Tab]], [[Company Tab]], and more.  
 
  
[[File:Menu-preferences-useroptions.png]]
+
== Activity Listing ==
 +
[[File:Preferences-activity-listing.png|thumb|400px|right|Activity Listing]]
 +
The activity listing tab is a set of options to control which [[Activity|activity types]] display by default in the following areas:
 +
*[[User Dashboard Tab]] -> Activity Band
 +
*[[Client Tab: Client Dashboard|Client Dashboard]] -> Activity Band
 +
*[[Policy Dashboard]] -> Activity Band
 +
*[[Diary]], [[Policy & Billing]], and [[Submission]] activity pop-up window.
  
==== Memo Font Size ====
+
The default date range controls the initial display when an activity list is expanded. The default type filters can be changed on-the-fly through the right-click menu, and the date range expanded by selecting a filter at the bottom of the initial activity list.  
Font size setting are available for each user, in addition to the [[#Band Font Size|existing Band font size option]].
 
  
The '''Memo Font Size''' value controls the text size for the following:
+
Recent activity displays on both the [[Client Tab: Client Dashboard|Client Dashboard]] and [[Policy Dashboard]]. Choose to disable either of the panels or change the number of items that are listed.
*Activity Log -> Entry
 
*Activity Log -> View
 
*Client Notes
 
*Company Notes
 
*Diary -> Comment Field
 
*[[Policy Express]] -> Policy Summary Panel (right)
 
*[[Policy Express]] -> Preview Pane and Policy Bulletin (bottom)
 
*Submission -> Comment Field
 
*User Dashboard -> Preview Pane
 
  
Select '''Other -> Preferences -> User Options'''Select the '''Memo Font Size''' drop-down and choose the desired size.  Select '''Ok''', and the option will be immediately set.  
+
[[File:Ic_info_black_24dp.png]] See: [[Client_Tab:_Client_Dashboard#Recent_Activity|Client Dashboard - Recent Activity]] and [[Policy_Dashboard#Recent_Activity|Policy Dashboard - Recent Activity]] for more information.
  
:[[File:Menu-preferences-useroptions-memofont.png]]
+
== User Options ==
 +
[[File:Ic warning black 24dp.png]]  From the [[Main Menu and Tab Navigation|Main Menu]], select '''Help'''-> '''Reset All User Preferences''' to reset user options to system defaults.
 +
=== Client dashboard ===
 +
[[File:Preferences-user-options.png|thumb|400px|right|User Options]]
 +
The client dashboard section controls which information bands are expanded by default when the [[Client Tab: Client Dashboard|client dashboard]] is loaded. An option to enable the [[Client_Tab#Named_Insured_Keyword_Search|Named Insured Keyword Search]] is useful for retail agencies who have some [[Agency Bill (Broker Billed)|Broker Billed clients]].
  
==== Tabbed or Window Modes ====
+
'''Always replace current client tab with keyword search''' - Controls what happens when a client is loaded using either the Find Client, Find Policy, or Find Insured keyword search options. The  option will '''replace''' the currently selected client tab instead of creating a new tab each time.
Both the [[Policy Express]] and the Diary screens are available as either a full screen top tab, or as a classic pop up window.
 
  
Select '''Other -> Preferences -> User Options'''. Select either the Policy Express or Diary screen drop-downs and choose the '''Tabbed''' or '''Windows'''. Select Ok, and restart Newton.
+
=== Font Size and Color ===
 +
'''Band font size''' - Increase the font used by the information bands on the [[User Dashboard Tab]], [[Client Tab]], [[Management Tab]], [[Company Tab]], and more.  
  
[[File:Menu-preferences-useroptions-windowtabbed.png]]
+
'''Memo Font Size''' - Controls the text size for the following:
 +
*[[Client_Tab#Activity|Activity Log]] -> Entry
 +
*[[Client_Tab#Activity|Activity Log]] -> View
 +
*[[Client_Tab#Client_Notes|Client Notes]]
 +
*[[Company_Tab#Company_Notes|Company Notes]]
 +
*[[Diary]] -> Comment Field
 +
*[[Policy Dashboard]] -> Policy Summary Panel (right)
 +
*[[Policy Dashboard]] -> Preview Pane and Policy Bulletin (bottom)
 +
*[[Submission]] -> Comment Field
 +
*[[User Dashboard Tab|User Dashboard]] -> Preview Pane
  
'''Refresh On Exit:''' When a tabbed version of either [[Policy Express]] or a Diary are closed, the return tab will be automatically refreshed.
 
  
==== Dashboard Color ====
+
'''Set Dashboard Color''' - By default, the dashboard background for all tabs is white.  The background can be changed by using the instructions below.  
By default, the dashboard background for all tabs is white.  The background can be changed by using the instructions below.  
+
#Select '''Setup -> Preferences'''.   
#Select '''Other -> Preferences'''.  Select the '''User Options''' tab.
+
#Select the '''User Options''' tab.
 
#Select '''Set Dashboard Color'''.
 
#Select '''Set Dashboard Color'''.
 
#'''Left-click''' the drop down to select the '''bottom option'''.  
 
#'''Left-click''' the drop down to select the '''bottom option'''.  
#:[[File:Menu-preferences-useroptions-color.png]]
 
 
#Select one of the custom colors ('''Recommended'''), or create your own. Select '''OK'''.  
 
#Select one of the custom colors ('''Recommended'''), or create your own. Select '''OK'''.  
 
#:[[File:Menu-preferences-useroptions-color-custom.png]]
 
#:[[File:Menu-preferences-useroptions-color-custom.png]]
#Select '''Save''', then restart Agency Systems.
+
#Select '''Save''', then restart Newton.
 +
 
 +
=== Suspense Items ===
 +
'''Diary Screen''' - Diaries are available as either a full screen top tab, or as a classic pop up window.
 +
 
 +
'''Future Days Filter''' - Controls how far in the future the [[User Dashboard Tab]] displays open [[Diary]] and [[Submission]] items.
 +
 
 +
'''Unread''' - All new items [[Newton_Release_Notes:_Summer_2018#Unread_Status_and_Last_Change_Date|default to unread]], regardless of the current operator and assigned operator. The default unread status for self-assigned items can be disabled by changing the user preference.
 +
 
 +
'''User Dash Refresh''' - Choose when the [[User Dashboard Tab]] is automatically refreshed when a submission is used.
 +
 
 +
=== Policy Dashboard ===
 +
'''Policy Dashboard''' - Policies are available as either a full screen top tab, or as a classic pop up window.
 +
 
 +
'''Expand Transactions''' - Automatically expand the transaction list within the [[Policy Dashboard]].
 +
 
 +
'''Auto Load Policies''' - Policy tabs will automatically open for active policies when a client tab is loaded.
 +
*Quotes are not loaded automatically.
 +
*If there are more than 5 active policies, the 5 policies which expire first are loaded.
 +
*Policies will only load automatically on Broker Billed clients when the Named Insured filter is applied. 
 +
*If the Policy Keyword Search is used, and Load Policy selected, only the selected policy will auto load when the client tab is created. 
 +
*The Policies will auto load even if the Policies band is not expanded by default.
 +
 
 +
 
 +
'''Policy Task Defaults''' - When the [[Newton_User_Guide#Policy|policy task is started]], the transaction code drop-down will automatically pre-fill. If nothing is selected, it will continue to default as empty. The defaults are user-specific, so each user can have their own default values.
 +
#From the '''User Dashboard Tab''' select '''User Options'''. (Optionally select Setup -> Preferences from the main menu.)
 +
#Select the '''User Options''' tab.
 +
#Choose the desired [[Transaction Profile|Transaction Code]] defaults within the '''Policy Task Defaults''' section.
 +
#:[[File:Preferences-user-policytaskdefaults.png]]
 +
#Select '''Save''' and restart Newton.
 +
 
 +
=== Other ===
 +
The sort options apply to multiple dashboards, such as the [[User Dashboard Tab]], [[Management Tab]], [[Vendor Tab]], and [[Client Tab: Client Dashboard|Client Dashboard]].
 +
 
 +
'''Tab Style''' - Controls what happens when the number of open tabs is greater than the width of Newton. The tabs can either be "locked" to a single row, or stacked in multiple lines similar to dividers in file folders.
 +
 
 +
== Email Options ==
 +
[[File:Email-store-original.png|thumb|400px|right|Email - Store Original]]
 +
The email options control system behaviors in regards to [[Email|Outlook email integration]].
 +
 
 +
'''Save original Outlook Message during Drag+Drop''' - When an email is attached into Newton using drag-and-drop, the original Outlook message is converted to a Newton email.  The contents of the email are available within the activity listing, and any reply to the converted message is integrated with the rest of Newton.
 +
 +
Newton provides the ability to store a copy of the original Outlook message linked to the converted Newton email record. After attaching an email into Newton, the converted email is automatically displayed. At the top of the window, select '''Store Original''' to link a copy of the original Outlook message to the converted Newton email.
 +
 
 +
[[File:Ic_info_black_24dp.png]]  See: [[Newton_Release_Notes:_Summer_2018#Store_Original_Outlook_Message|Store Original Outlook Message]] for more information.
 +
 
 +
== Global Options (All Users) ==
 +
[[File:Preferences-global-options.png|thumb|400px|right|Global Options]]
 +
The Global Options tab is only visible to [[Producer Profile|users]] with a [[Security System|security level]] of 9.  All options listed within the Global Options apply to the [[Agency Profile|entire agency]], not a specific user.
 +
 
 +
==== Cash Options ====
 +
'''Show Signature On Receipt''' - Adds an [[Scan An Electronic Signature|electronic signature]] to the a cash receipt.
 +
 
 +
'''Show Policy Details on Regular and Transmittal Receipts''' - In older versions of Newton, policy details were only included on cash transmittals.
 +
 
 +
'''Comments''' - Enter any desired comment text to be printed on every cash receipt. (''Line-breaks are not currently supported'')
 +
 
 +
==== Financial Reports ====
 +
'''Zoom level''' - Increase the default zoom level when financial reports are previewed.
 +
 
 +
'''GL Inquiry''' - See [[Report:_GL_Inquiry#Override_Options|Report: GL Inquiry]] for more information.  
  
=== Cash Options ===
+
'''Income & Expense Multiple Departments''' - Allows for multiple [[Department Profile|department codes]] to be entered instead of the default options of one or all.  
The cash options tab is only visible to users with a security level of 9.  The cash options tab is the only tab which globally sets settings for all users.  
 
  
*Check '''Show Signature On Receipt''' to enable the cash receipt signature
+
[[File:Report-income-expense-dpts.png]]
*Un-Check '''Show Policy Details on Regular and Transmittal Receipts''' to disable including policy details on regular cash receipts.
 
*Enter any desired text to be printed on every cash receipt. (''Line-breaks are not currently supported'')
 
[[File:Menu-clientexpopt-cashoptions.png]]
 
  
All cash options were introduced in the [[Newton Release Notes: March 2014|March 2014 release of Newton]].
 
=== Email Options ===
 
Each of the options are available per operator.
 
  
[[File:Menu-clientexpopt-emailoptions.png]]
+
'''Check previous month for closed status''' - After opening Newton, a warning is automatically displayed if the previous month (GL) is still open. The warning will only display for users with access to [[Open or Close Month (GL)| '''Accounting''' -> '''Open/Close Month''']].
  
All email options were introduced in the [[Newton Release Notes: March 2014|March 2014 release of Newton]].
+
[[File:Info-prevmonthopen.png]]

Latest revision as of 19:25, 19 July 2021

Ic description black 24dp.png Newton User Guide: Setup Profiles
Ic info black 24dp.png Required Software Version: Summer 2018
Ic settings backup restore black 24dp.png Legacy Instructions Available: Click Here
Related Pages
Related Categories

A large number of options and preferences are available to individual operators within Newton.

From the Main Menu, select Setup -> Preferences to access the user options menu, or select User Options from the User Dashboard Tab.

Account History

Account History

The account history tab controls the default user options for the client accounting tab. Each of the options are available per operator.

By default, all invoices are included for a balance forward client, and only invoices with a balance are included for open-item accounting clients.

In addition, a Bucket Days option can be set to modify the different client aging buckets from the system default of 30 days.

Balance Forward vs. Open-item Accounting

Newton by Agency Systems can handle both balance forward and open-item accounting.

In a balance forward accounting system, all payments and invoices are applied against the total balance owing on the account. In balance forward accounting, you make no attempt to specifically pay the individual invoices. The payments simply reduce the total balance owed by the amount paid.

In an open-item accounting system, all payments are recorded against specific invoices. Reconcile Producer Payables will only show invoices still due to the producer, where the client has paid or the company has paid in full, or in part. Reconcile Producer Payables can be used to pay the trust amount, or only a portion of the total amount due, based on the receivable balance. All payments are applied directly to invoices, allowing the agency more specific reporting, and control.

By default, the client accounting tab displays balances according to the Client Profile -> Details -> A/R Type setting. If desired, the client setting can be bypassed by a global option to display all clients with either method. For agencies who prefer balance forward accounting, a start date of the beginning of the fiscal year is recommended.

Zero Balance Items

The client accounting tab has three classes of zeros:

  • Zero balance invoices (including late charges and agency fees)
  • Zero balance payments (cash, checks and journals)
  • Pairs of payments effective the same day which sum to zero, known as "zeroed couplets" (offsetting on-account transmittal cash and checks).

The display options are shown as Include zero balances and Include zero payments.

Include zero balances Include zero payments Notes
No Yes

This is the default configuration.

  • Zeroed couplets are hidden.
  • Zero balance invoices are hidden.
  • If there are no non-zero invoices, zero balance payments are shown for all time.
  • If there are non-zero invoices, zero balance payments are shown if they are more recent than the oldest non-zero invoice.
No No
  • Zeroed couplets are hidden.
  • Zero balance invoices are hidden.
  • Zero balance payments are hidden.
Yes No
  • Zeroed couplets are hidden.
  • Zero balance invoices are shown.
  • Zero balance payments are hidden.
Yes Yes
  • Zeroed couplets are shown.
  • Zero balance invoices are shown.
  • Zero balance payments are shown.

There is no checkbox for including zeroed couplets; zeroed couplets are hidden if either zero balances or zero payments are hidden.

If the user includes zero payments but doesn't include zero invoices, and if there are non-zero invoices showing, the include-zero-payment option is interpreted slightly differently. It will include zero payments only back to the date of the oldest invoice that is showing.

Activity Listing

Activity Listing

The activity listing tab is a set of options to control which activity types display by default in the following areas:

The default date range controls the initial display when an activity list is expanded. The default type filters can be changed on-the-fly through the right-click menu, and the date range expanded by selecting a filter at the bottom of the initial activity list.

Recent activity displays on both the Client Dashboard and Policy Dashboard. Choose to disable either of the panels or change the number of items that are listed.

Ic info black 24dp.png See: Client Dashboard - Recent Activity and Policy Dashboard - Recent Activity for more information.

User Options

Ic warning black 24dp.png From the Main Menu, select Help-> Reset All User Preferences to reset user options to system defaults.

Client dashboard

User Options

The client dashboard section controls which information bands are expanded by default when the client dashboard is loaded. An option to enable the Named Insured Keyword Search is useful for retail agencies who have some Broker Billed clients.

Always replace current client tab with keyword search - Controls what happens when a client is loaded using either the Find Client, Find Policy, or Find Insured keyword search options. The option will replace the currently selected client tab instead of creating a new tab each time.

Font Size and Color

Band font size - Increase the font used by the information bands on the User Dashboard Tab, Client Tab, Management Tab, Company Tab, and more.

Memo Font Size - Controls the text size for the following:


Set Dashboard Color - By default, the dashboard background for all tabs is white. The background can be changed by using the instructions below.

  1. Select Setup -> Preferences.
  2. Select the User Options tab.
  3. Select Set Dashboard Color.
  4. Left-click the drop down to select the bottom option.
  5. Select one of the custom colors (Recommended), or create your own. Select OK.
    Menu-preferences-useroptions-color-custom.png
  6. Select Save, then restart Newton.

Suspense Items

Diary Screen - Diaries are available as either a full screen top tab, or as a classic pop up window.

Future Days Filter - Controls how far in the future the User Dashboard Tab displays open Diary and Submission items.

Unread - All new items default to unread, regardless of the current operator and assigned operator. The default unread status for self-assigned items can be disabled by changing the user preference.

User Dash Refresh - Choose when the User Dashboard Tab is automatically refreshed when a submission is used.

Policy Dashboard

Policy Dashboard - Policies are available as either a full screen top tab, or as a classic pop up window.

Expand Transactions - Automatically expand the transaction list within the Policy Dashboard.

Auto Load Policies - Policy tabs will automatically open for active policies when a client tab is loaded.

  • Quotes are not loaded automatically.
  • If there are more than 5 active policies, the 5 policies which expire first are loaded.
  • Policies will only load automatically on Broker Billed clients when the Named Insured filter is applied.
  • If the Policy Keyword Search is used, and Load Policy selected, only the selected policy will auto load when the client tab is created.
  • The Policies will auto load even if the Policies band is not expanded by default.


Policy Task Defaults - When the policy task is started, the transaction code drop-down will automatically pre-fill. If nothing is selected, it will continue to default as empty. The defaults are user-specific, so each user can have their own default values.

  1. From the User Dashboard Tab select User Options. (Optionally select Setup -> Preferences from the main menu.)
  2. Select the User Options tab.
  3. Choose the desired Transaction Code defaults within the Policy Task Defaults section.
    Preferences-user-policytaskdefaults.png
  4. Select Save and restart Newton.

Other

The sort options apply to multiple dashboards, such as the User Dashboard Tab, Management Tab, Vendor Tab, and Client Dashboard.

Tab Style - Controls what happens when the number of open tabs is greater than the width of Newton. The tabs can either be "locked" to a single row, or stacked in multiple lines similar to dividers in file folders.

Email Options

Email - Store Original

The email options control system behaviors in regards to Outlook email integration.

Save original Outlook Message during Drag+Drop - When an email is attached into Newton using drag-and-drop, the original Outlook message is converted to a Newton email. The contents of the email are available within the activity listing, and any reply to the converted message is integrated with the rest of Newton.

Newton provides the ability to store a copy of the original Outlook message linked to the converted Newton email record. After attaching an email into Newton, the converted email is automatically displayed. At the top of the window, select Store Original to link a copy of the original Outlook message to the converted Newton email.

Ic info black 24dp.png See: Store Original Outlook Message for more information.

Global Options (All Users)

Global Options

The Global Options tab is only visible to users with a security level of 9. All options listed within the Global Options apply to the entire agency, not a specific user.

Cash Options

Show Signature On Receipt - Adds an electronic signature to the a cash receipt.

Show Policy Details on Regular and Transmittal Receipts - In older versions of Newton, policy details were only included on cash transmittals.

Comments - Enter any desired comment text to be printed on every cash receipt. (Line-breaks are not currently supported)

Financial Reports

Zoom level - Increase the default zoom level when financial reports are previewed.

GL Inquiry - See Report: GL Inquiry for more information.

Income & Expense Multiple Departments - Allows for multiple department codes to be entered instead of the default options of one or all.

Report-income-expense-dpts.png


Check previous month for closed status - After opening Newton, a warning is automatically displayed if the previous month (GL) is still open. The warning will only display for users with access to Accounting -> Open/Close Month.

Info-prevmonthopen.png