User contributions
Jump to navigation
Jump to search
- 14:37, 13 March 2019 diff hist 0 N File:Client-invoicestab.png
- 16:55, 12 March 2019 diff hist -88 Apply Client Cash Balance to an Invoice removed video / outdated current
- 16:53, 12 March 2019 diff hist -88 Unapply Client Cash Payment From An Invoice removed outdated video
- 16:43, 12 March 2019 diff hist -110 Invoice: Adjust Premium and Commission on Existing Invoices in Closed GL Periods removed outdated video
- 21:51, 11 March 2019 diff hist -3 m Invoice: Edit An Invoice →Identify the Attached Accounting Transactions
- 21:26, 11 March 2019 diff hist +1 m Invoice: Edit An Invoice
- 21:23, 11 March 2019 diff hist -184 Invoice: Adjust Premium and Commission on Existing Invoices in Closed GL Periods updated how to access / steps and screen shots
- 21:11, 11 March 2019 diff hist 0 N File:Reconpay-adjustinv-donottiecomplete.png current
- 21:07, 11 March 2019 diff hist 0 N File:Reconpay-adjustinv.png current
- 21:03, 11 March 2019 diff hist 0 N File:Expbill-inv-agencycommonly.png current
- 21:02, 11 March 2019 diff hist 0 N File:Expbill-policy-newtransaction.png current
- 20:22, 11 March 2019 diff hist +5 Invoice: Edit An Invoice updated EB to P&B
- 20:19, 11 March 2019 diff hist +1 Cash Payment Fee Wizard →How To Add A Fee To A Cash Payment: updated EB to P&B
- 20:18, 11 March 2019 diff hist +1 Agency Fee Wizard →Delete an Agency Fee Invoice current
- 20:15, 11 March 2019 diff hist +3 Unapply Client Cash Payment From An Invoice updated EB to P&B
- 20:11, 11 March 2019 diff hist +2 Apply Client Cash Balance to an Invoice After testing to make sure it worked, updated 'Express Billing' to Policy&Billing
- 18:30, 11 March 2019 diff hist +11 Invoice: Edit An Invoice →Identify the Attached Accounting Transactions
- 18:29, 11 March 2019 diff hist 0 N File:Invoice-itemsattached-reconciled.png current
- 18:07, 11 March 2019 diff hist +30 Clear Offsetting Client Invoice Amounts From Account Tab updated how to access / screen shots current
- 18:00, 11 March 2019 diff hist 0 N File:Cltexp-accounting-offset-0cash-pay-confirm0.png current
- 17:59, 11 March 2019 diff hist 0 N File:Cltexp-accounting-offset-0cash-pay.png current
- 17:58, 11 March 2019 diff hist 0 N File:Cltexp-accounting-offset-0cash.png current
- 17:57, 11 March 2019 diff hist 0 N File:Cltexp-accounting-reconcile-dates.png current
- 17:56, 11 March 2019 diff hist 0 N File:Cltexp-accounting-offset.png current
- 17:20, 11 March 2019 diff hist -30 Apply Client Cash Balance to an Invoice update options and screen shots
- 17:19, 11 March 2019 diff hist 0 N File:Client-accountgtab-reconcilewithcsh.png current
- 17:10, 11 March 2019 diff hist 0 N File:Cltexp-accounting-reconcile-payall.png current
- 17:09, 11 March 2019 diff hist 0 N File:Clienttab-accountg-reconcilewithcsh.png current
- 17:07, 11 March 2019 diff hist 0 N File:Clienttab-accounting-reconcilewithcsh.png current
- 17:06, 11 March 2019 diff hist 0 N File:Clienttab-accounting-cashand2invoices.png current
- 17:05, 11 March 2019 diff hist 0 N File:Expressbillg-attachcash-find.png current
- 17:04, 11 March 2019 diff hist 0 N File:Clienttab-acctg-cashandsingleinvoice.png current
- 17:03, 11 March 2019 diff hist 0 N File:Clienttab-acctg.png current
- 14:47, 11 March 2019 diff hist -14 Client Refund on Overpayment or Credit Balance updated how to access and screen shots current
- 14:45, 11 March 2019 diff hist 0 N File:Cash-unappliedamnt-zero.png current
- 14:29, 11 March 2019 diff hist 0 N File:Cash-unappliedamt-zero.png current
- 14:28, 11 March 2019 diff hist 0 N File:Cash-unappliedamt-view-edit-reapply.png current
- 14:27, 11 March 2019 diff hist 0 N File:Cash-unappliedamt-view-edit-amtapplied.png current
- 14:26, 11 March 2019 diff hist 0 N File:Cash-unappliedamt-view-edit.png current
- 14:26, 11 March 2019 diff hist 0 N File:Cash-unappliedamt-view.png current
- 14:25, 11 March 2019 diff hist 0 N File:Cash-unappliedamt.png current
- 14:24, 11 March 2019 diff hist 0 N File:Cltexp-accounting-cshbalance.png current
- 22:51, 8 March 2019 diff hist 0 Client Payment: Non-Sufficient Funds (NSF) →Overapply The Returned NSF Payment To An Existing Invoice (Optional): found old typo current
- 22:46, 8 March 2019 diff hist +15 Client Payment: Non-Sufficient Funds (NSF) updated how to access; screen shots
- 22:45, 8 March 2019 diff hist 0 N File:Payment-db-attachclientpay1.png current
- 22:44, 8 March 2019 diff hist 0 File:Payment-db-attachclientpay.png Kcrenshaw uploaded a new version of "File:Payment-db-attachclientpay.png" current
- 22:30, 8 March 2019 diff hist 0 N File:Cltexp-accounting-nsf-onaccount-overapplied.png current
- 22:29, 8 March 2019 diff hist 0 N File:Nsf-cash-applycash2inv.png current
- 22:28, 8 March 2019 diff hist 0 N File:Cltexp-accounting-nsf-onaccount-offset.png current
- 22:27, 8 March 2019 diff hist 0 N File:Cltexp-accounting-includezero.png current
- 22:27, 8 March 2019 diff hist 0 File:Cltexp-accounting-nsf-onaccount-nofee.png Kcrenshaw uploaded a new version of "File:Cltexp-accounting-nsf-onaccount-nofee.png" current
- 22:24, 8 March 2019 diff hist 0 N File:Nsf-check-entry-oadist.png current
- 22:23, 8 March 2019 diff hist 0 N File:Nsf-checkfee-entry.png current
- 22:21, 8 March 2019 diff hist 0 N File:Nsf-clientpaymt-nofee.png current
- 22:16, 8 March 2019 diff hist 0 N File:Cltexp-accounting-nsf-onaccount-nofee.png
- 22:15, 8 March 2019 diff hist 0 N File:Nsf-clientpaymnt-nofee.png current
- 22:12, 8 March 2019 diff hist 0 N File:Cltexp-accounting-nsf-onaccount-withfee.png current
- 22:11, 8 March 2019 diff hist 0 N File:NSF-clientpaymnt-withfee.png current
- 22:09, 8 March 2019 diff hist 0 N File:Payment-db-attachclientpay.png
- 18:31, 8 March 2019 diff hist +9 Talk:Agency Bill: Adjust Client Receivable - Write Off Small Balance or Bad Debt updated how to access and screen shot current
- 18:20, 8 March 2019 diff hist 0 N File:Journalentry-moveclientsbalance.png current
- 16:06, 8 March 2019 diff hist -144 Apply or Unapply a Journal Transaction to or from an Invoice updated screen caps; how to access current
- 16:05, 8 March 2019 diff hist 0 N File:Journal-adjustsinv-unapply-confirming.png current
- 15:59, 8 March 2019 diff hist 0 N File:Journal-invoice-adjusting-existing.png current
- 15:56, 8 March 2019 diff hist 0 N File:Journal-invoice-adjusting.png current
- 15:47, 8 March 2019 diff hist 0 N File:Journal-adjustsclientinv.png current
- 15:38, 8 March 2019 diff hist 0 N File:Journal-clientaccounting-unapplied.png current
- 15:35, 8 March 2019 diff hist 0 File:Journal-clientaccounting-applied.png Kcrenshaw uploaded a new version of "File:Journal-clientaccounting-applied.png" current
- 15:24, 8 March 2019 diff hist 0 N File:Journal-clientaccounting-applied.png
- 22:16, 7 March 2019 diff hist -10 Clear Offsetting Client Invoice Amounts From Account Tab updated how to access only
- 22:12, 7 March 2019 diff hist -56 Apply Client Cash Balance to an Invoice updated how to access 'apply client cash' only
- 22:05, 7 March 2019 diff hist +16 Journal Entry updated how to access only current
- 22:01, 7 March 2019 diff hist +8 Download Options updated how to access DL only current
- 21:57, 7 March 2019 diff hist +2 Configure NAIC Codes updated how to access DL only current
- 21:56, 7 March 2019 diff hist +2 Configure AL3 Acord Lines updated how to access DL only current
- 21:54, 7 March 2019 diff hist +2 Commission Download updated how to access DL only
- 20:57, 7 March 2019 diff hist +12 Voucher Transaction: Sample Voucher Templates updated how to access only
- 20:52, 7 March 2019 diff hist -35 Talk:Voucher Transaction updated how to access only
- 20:51, 7 March 2019 diff hist +4 Voucher Transaction updated how to access only
- 20:46, 7 March 2019 diff hist -62 Producer Payables: Include Producer Commission in Payroll Check Updated how to access only
- 20:34, 7 March 2019 diff hist -575 Express Checks Updated how to access and removed this outdated / not necessary but can add back later. File:menu-ap-checktransaction-expresschecks.png
- 20:14, 7 March 2019 diff hist +15 Non-Policy Related Checks updated how to access only
- 17:52, 7 March 2019 diff hist -72 Reconcile Producer Payables updated how to access only.
- 17:37, 7 March 2019 diff hist +56 Reconcile Payables Batch updated how to access only.
- 17:28, 7 March 2019 diff hist +136 Reconcile Company Payables updated how to access only
- 17:07, 7 March 2019 diff hist -32 Invoice: Adjust Producer Payable Commission for Expenses or Deductions updated how to access only
- 16:19, 7 March 2019 diff hist -31 Unapply Client Cash Payment From An Invoice updated one menu item only
- 16:14, 7 March 2019 diff hist +27 Create and Process Return Premium Invoice Due to Cancellation or Endorsement updated how to access reconcile co. payables only
- 16:07, 7 March 2019 diff hist +7 m Client Payment: Agency Bill Credit Card →Create Expense Journal - No Client Fees
- 16:07, 7 March 2019 diff hist +14 Client Payment: Agency Bill Credit Card updated how to access only
- 22:45, 6 March 2019 diff hist +41 m Agency Bill: Adjust Client Receivable - Write Off Small Balance or Bad Debt changed to be consistent with how Mark words loading a client tab.
- 22:45, 6 March 2019 diff hist +41 Agency Bill: Adjust Client Receivable - Client Paid Carrier Direct changed to be consistent with how Mark words loading a client tab.
- 22:41, 6 March 2019 diff hist +112 Agency Fee Wizard →Delete an Agency Fee Invoice: Changed step 2 to reflected updated menu options
- 22:36, 6 March 2019 diff hist -89 Agency Bill: Adjust Client Receivable - Write Off Small Balance or Bad Debt Updated steps to reflect updated options, removed File:Account-invoice.png; File:Account-invoice-invoicedet.PNG outdated/unnecessary
- 22:29, 6 March 2019 diff hist -3 Agency Bill: Adjust Client Receivable - Client Paid Carrier Direct typo missed during initial preview
- 22:27, 6 March 2019 diff hist +126 Agency Bill: Adjust Client Receivable - Client Paid Carrier Direct updated how to access various options only; this wiki did not have any screen shots
- 22:05, 6 March 2019 diff hist 0 Security System updated how to access only
- 19:22, 6 March 2019 diff hist -10 Cash Payment Fee Wizard Updated how to access, language to reflect profile screens, and deleted outdated Profiles-class-new-pay.png
- 19:09, 6 March 2019 diff hist +7 Report: Journal Summary updated how to access only current
- 19:08, 6 March 2019 diff hist +2 Report: Download Report updated how to access only current