Difference between revisions of "Main Page"
Jump to navigation
Jump to search
m |
|||
| (9 intermediate revisions by the same user not shown) | |||
| Line 3: | Line 3: | ||
'''Welcome to the Newton by Agency Systems Wiki.''' | '''Welcome to the Newton by Agency Systems Wiki.''' | ||
| − | [http://www.agencysystems.com AgencySystems.com] | [ | + | [http://www.agencysystems.com AgencySystems.com] | [[Newton News Archive]] | [http://www.facebook.com/pages/Newton-by-Agency-Systems/170910319590056 Facebook.com] | [http://twitter.com/agencysystems Twitter.com] | [https://www.youtube.com/user/AgencySystems/playlists YouTube.com] |
| − | + | [[:Category: Release Notes|Release Notes Archive]]</div> | |
<!-- -------- Start table --> | <!-- -------- Start table --> | ||
| Line 10: | Line 10: | ||
|- | |- | ||
<!-- -------- Start left column --> | <!-- -------- Start left column --> | ||
| + | | style="width:50%; background:#f4f8fb; border:1px solid #DBDDD8; vertical-align:top;" | | ||
| + | |||
| + | <h2 style="padding:0.2em 0.4em; margin:0 0 10px 0; color:#000; font-size:140%; font-weight:bold; text-align:left;">Training Guides</h2> | ||
| + | |||
| + | [[File:Ic_description_black_48dp.png|link=Newton User Guide]] [[Newton User Guide|Getting Started: Newton User Guide]] | ||
| + | |||
| + | |||
| + | '''[[Implementation Process Overview|New Agency Implementation Process Overview]]''' | ||
| + | *'''[[Newton_User_Guide#Policy|Entering Policy Information]]''' | ||
| + | *'''[[Training 4: ACORD Forms|ACORD Forms]]''' | ||
| + | *'''[[Training 5: Email, Diary, Activity, Client Notes & Memo Writer|Email, Diary, Activity, Client Notes & Memo Writer]]''' | ||
| + | *'''[[Training 6: Accounting|Accounting]]''' | ||
| + | *'''[[Training 7: Management|Management]]''' | ||
| + | |||
| + | <!-- -------- Start right column --> | ||
| style="width:50%; background:#f6fafd; border:1px solid #E3EEF7; vertical-align:top;" | | | style="width:50%; background:#f6fafd; border:1px solid #E3EEF7; vertical-align:top;" | | ||
| Line 17: | Line 32: | ||
*'''[[Training 6: Accounting|Accounting]]''' | *'''[[Training 6: Accounting|Accounting]]''' | ||
*:[[:Category:Cash|Cash]] | *:[[:Category:Cash|Cash]] | ||
| + | *::[[Deposit (disambiguation)|Client and Company Deposits]] | ||
*:[[:Category:Checks|Checks]] | *:[[:Category:Checks|Checks]] | ||
*:[[:Category:Invoice|Invoice (Agency Bill or Direct Bill)]] - [[Invoice: Create An Invoice|Create]], [[Invoice: Edit An Invoice|Edit]], [[Invoice: Delete An Invoice|Delete]], and [[Invoice: Adjust An Invoice|Adjust]]. | *:[[:Category:Invoice|Invoice (Agency Bill or Direct Bill)]] - [[Invoice: Create An Invoice|Create]], [[Invoice: Edit An Invoice|Edit]], [[Invoice: Delete An Invoice|Delete]], and [[Invoice: Adjust An Invoice|Adjust]]. | ||
*:[[:Category:Payables|Payables]] | *:[[:Category:Payables|Payables]] | ||
*:[[:Category:Receivables|Receivables]] | *:[[:Category:Receivables|Receivables]] | ||
| − | |||
*:[[Reconcile (disambiguation)|Reconcile]] | *:[[Reconcile (disambiguation)|Reconcile]] | ||
*'''[[:Category:Attachment|Attachments]]''' | *'''[[:Category:Attachment|Attachments]]''' | ||
*'''[[:Category:Download|Download]]''' | *'''[[:Category:Download|Download]]''' | ||
*:[[Daily Process for Policy Downloads]] | *:[[Daily Process for Policy Downloads]] | ||
| − | *:[[Daily_Process_for_Policy_Downloads#Step_3:_Pending_Tab:_Address_Any_Notes_or_Errors|Daily Process: Address Any Notes or Errors]] | + | *::[[Daily_Process_for_Policy_Downloads#Step_3:_Pending_Tab:_Address_Any_Notes_or_Errors|Daily Process: Address Any Notes or Errors]] |
| − | *:[[ | + | *:[[Commission Download]] and [[Commission Builder]] |
| − | *:[[Direct Bill: Commission Notes and Errors]] | + | *::[[Direct Bill: Commission Notes and Errors]] |
*'''[[:Category:Email|Email]]''' | *'''[[:Category:Email|Email]]''' | ||
*'''[[:Category:Forms|Forms]]''' | *'''[[:Category:Forms|Forms]]''' | ||
| Line 46: | Line 61: | ||
*:[[Workstation Installation Instructions]] | *:[[Workstation Installation Instructions]] | ||
*'''[[:Category:Third-Party Integration|Third Party Integration]]''' | *'''[[:Category:Third-Party Integration|Third Party Integration]]''' | ||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
|} | |} | ||
Revision as of 20:31, 6 September 2017
Welcome to the Newton by Agency Systems Wiki.
AgencySystems.com | Newton News Archive | Facebook.com | Twitter.com | YouTube.com
Release Notes Archive
Training Guides |
Help by Category |
