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• Commission Download
  [[Category:Download]][[Category:Direct Bill]][[Category:Receivables]] <li>[[Requesting Policy Download Data From Companies]]</li>
  5 KB (714 words) - 19:24, 19 July 2021
• Training 6: Accounting
  *:[[Commission Download]] *[[:Category:Invoice|Invoice]] ([[:Category: Agency Bill|Agency Bill]] or [[:Category: Direct Bill|Direc
  2 KB (245 words) - 15:07, 14 September 2016
• Reconcile (disambiguation)
  Also see [[Adjust (disambiguation)|Adjust]] for additional client payment and invoice adjustment options. ==== Receivables - Download ====
  1 KB (118 words) - 15:13, 1 February 2016
• Direct Bill: Commission Statement Processing
  [[Category:Download]][[Category:Direct Bill]][[Category:Receivables]][[Category:Cash]] <li>[[Commission Download]]</li>
  3 KB (433 words) - 20:08, 28 August 2017
• Direct Bill: Commission Notes and Errors
  [[Category:Download]][[Category:Direct Bill]][[Category:Receivables]] <li>[[Commission Download]]</li>
  8 KB (1,119 words) - 15:26, 27 July 2015
• Direct Bill: Adjust Commission for Fees or Agency Bill Payable
  [[Category:Download]][[Category:Direct Bill]][[Category:Journal Transaction]][[Category:Receiva <li>[[Commission Download]]</li>
  7 KB (864 words) - 15:20, 19 February 2019
• Main Page
  '''[[Newton_User_Guide#Accounting_-_Invoice.2FBilling|Accounting - Invoice/Billing]]''' ...ce|Edit]], [[Invoice: Delete An Invoice|Delete]], and [[Invoice: Adjust An Invoice|Adjust]].
  4 KB (564 words) - 16:24, 14 August 2020
• Download Options
  [[Category:Download]] <li>[[:Category:Download|Download]]</li>
  8 KB (1,071 words) - 22:01, 7 March 2019
• Create and Process Return Premium Invoice Due to Cancellation or Endorsement
  Prior to creating the invoice, the cancellation or endorsement policy transaction must exist. == Create the Agency Bill Return Premium Invoice ==
  6 KB (830 words) - 21:05, 16 April 2019
• Newton User Guide
  *:[[Client Tab: Download]] *[[Download Alerts]]
  7 KB (981 words) - 14:22, 20 April 2020
• Policy: Create A Policy
  <li>[[Invoice: Create An Invoice]]</li> *[[:Category:Download|Downloaded Risk]]
  5 KB (728 words) - 21:25, 24 May 2018
• Direct Bill
  ...User Guide: [[Newton User Guide#Accounting - Invoice/Billing|Accounting - Invoice/Billing]]</td> <li>[[Download]]</li>
  5 KB (691 words) - 17:17, 31 August 2018
• Invoice: Print An Invoice
  ...User Guide: [[Newton User Guide#Accounting - Invoice/Billing|Accounting - Invoice/Billing]]</td> <li>[[Add Agency Logo to Custom Invoice and Statement]]</li>
  8 KB (1,264 words) - 17:00, 31 August 2018
• Policy: Insert An Audit Transaction Or Prior Term Endorsement
  <li>[[Invoice: Create An Invoice]]</li> ...ted into a prior policy term, and the policy does not [[:Category:Download|download]].
  7 KB (1,054 words) - 21:04, 7 May 2018
• Invoice: Create An Invoice
  ...User Guide: [[Newton User Guide#Accounting - Invoice/Billing|Accounting - Invoice/Billing]]</td> ...ctions Available: [http://wiki.agencysystems.com/mediawiki/index.php?title=Invoice:_Create_An_Invoice&oldid=4508 Click Here]</td>
  7 KB (1,018 words) - 17:15, 31 August 2018
• Commission Builder
  [[Category:Download]][[Category:Direct Bill]][[Category:Receivables]] <li>[[Commission Download]]</li>
  4 KB (581 words) - 19:24, 19 July 2021
• Transaction Profile
  ...e]]. The Transaction Code defines how the system interprets the policy or invoice for: ...ort: Client Query Wizard|Client Query Wizard]], [[Report: Invoice Register|Invoice Register]] and more
  6 KB (903 words) - 21:21, 7 May 2018
• Reconcile Company Receivables
  ...tement Processing|monthly direct bill commission statement process]]. The download systems will typically create the receipt of commission from the [[Company #Select the [[:Category:Direct Bill|Direct Bill invoice]] '''Start Date''' and '''End Date'''.
  6 KB (845 words) - 18:10, 25 March 2019
• Policy & Billing
  <li>[[Invoice: Create An Invoice]]</li> ...the details of any existing policy, quote, binder, or [[:Category:Invoice|invoice transaction]].
  11 KB (1,613 words) - 18:26, 17 May 2018
• Company Profile
  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 [ ...a default '''Agency Commission''' amount for [[Invoice: Create An Invoice|invoice transactions]].
  9 KB (1,306 words) - 18:24, 17 May 2018
• Policy Dashboard
  <li>[[Invoice: Create An Invoice]]</li> ...lso added automatically through [[:Category:Download|policy and commission download]].
  18 KB (2,577 words) - 21:48, 29 May 2018
• Newton Release Notes: Spring 2020
  == Download == ...n type and use the description instead of the code provided in the company download file. For personal lines, property construction codes such as 'F' will now
  20 KB (2,875 words) - 19:39, 17 April 2020
• Month-End Process
  *[[Invoice: Create An Invoice|Invoices]] ...recommended to make sure the General Ledger is in balance. ''(Optionally, download the [[Media:MonthEndWS.pdf|Month-end Report Worksheet (MonthEndWS.pdf)]] an
  5 KB (723 words) - 21:39, 2 December 2019
• Newton Release Notes: March 2014
  ...cally, but not limited to commercial lines accounts that do not offer risk download. Direct Bill Commission Download can now [[#Multi-Line Invoice|create multi-line invoices]], [[#Adjust Direct Bill Commission for Fees or
  33 KB (4,813 words) - 20:07, 15 May 2014
• Client Tab: Client Dashboard
  <li>[[Client Tab: Download]]</li> ...egardless of date, and regardless of type. If the most recent thing was a download from two years ago, it will be at the top of the list.
  17 KB (2,491 words) - 19:25, 19 July 2021
• Batch Send
  *[[Invoice: Create An Invoice|Other (Invoice)]] #[[Memowriter: Sample Memo Templates|Download the Fax Cover template provided here]] and save it to your Desktop.
  10 KB (1,393 words) - 19:25, 19 July 2021
• Newton Release Notes: July 2013
  Download will no longer reset the Name field for existing properties to "Downloaded *The invoice tree now lists the invoice number and date.
  30 KB (4,467 words) - 15:21, 13 November 2019
• Newton Release Notes: Spring 2017
  ...:Ic_info_black_24dp.png]] [[Media:Newton Main Menu - Quick Start Guide.pdf|Download: Newton Main Menu - Quick Start Guide.pdf]] [[File:Ic_info_black_24dp.png]] [[Media:Newton Update FAQ (2017).pdf|Download: Newton Update FAQ (2017).pdf]]
  38 KB (5,212 words) - 19:26, 19 July 2021
• Newton Release Notes: September 2015
  ...t recent policy activity, correspondence, accounting data, risk details or download information has never been easier. The Policy Express dashboard now opens ...ts to client receivables have been added]], and complicated [[#Installment Invoice With Adjustment and Partial Payment (New Tab)|billing situations are now ev
  78 KB (11,389 words) - 16:21, 22 March 2018
• Company Tab
  ...Click the policy number to open the [[Policy Dashboard]]. The premium and invoice totals of all the policies are shown here. Clicking the Premium, Invoiced, ...transaction has not been invoiced, the billing company for the most recent invoice is displayed. If the policy has never been invoiced, nothing will be liste
  13 KB (1,825 words) - 21:52, 24 May 2018
• Newton Release Notes: November 2014
  |Client/Company Reconcile Reports, Commission Download/Commission Builder Reports ...policy. If the current transaction has not been invoiced, the most-recent invoice company is displayed. If the policy has never been invoiced, nothing will
  30 KB (4,307 words) - 19:26, 19 July 2021
• Newton Release Notes: Summer 2018
  ...(Activity Note Download)|Download - XML eDocs and Messages (Activity Note Download)]] ...work in '''Accounting''' -> '''Cash Transaction''', reconcile, Commission Download, and the client payment entry screen.
  52 KB (7,563 words) - 13:05, 26 March 2019
• Transition Guide: FSC Manager FAQ
  |Download .Al3 |Download .Al3
  46 KB (7,569 words) - 21:47, 20 September 2016