Difference between revisions of "Main Page"

Revision as of 21:47, 24 May 2018

Welcome to the Newton by Agency Systems Wiki.

Accounting
Cash
Client and Company Deposits

Checks

Invoice (Agency Bill or Direct Bill) - Create, Edit, Delete, and Adjust.

Payables

Receivables

Reconcile
Attachments
Download
Daily Process for Policy Downloads
Daily Process: Address Any Notes or Errors

Commission Download and Commission Builder
Direct Bill: Commission Notes and Errors
Email
Forms
Marketing
Memowriter
Policy Tasks
Profile Setup (Agency, Users, General Ledger)
Reports
Automatic Reports

Client Query Wizard

Month-End

Premium Volume
Technical References
Error Codes

Hardware Recommendations

Make Text and Other Items Larger or Smaller

Workstation Installation Instructions
Third Party Integration

@@ Line 15: / Line 15: @@
 <!-- -------- Start middle column -->
 | style="width:33%; background:#f4f8fb; border:1px solid #DBDDD8; vertical-align:top;" |
-[[File:Ic settings applications black 48dp.png|link=Workstation Installation Instructions]] <span style="font-size:140%;">[[Workstation Installation Instructions]]</span>
+[[File:Ic settings applications black 48dp.png|link=Workstation Installation Instructions]] <span style="font-size:140%;">[[Workstation Installation Instructions|Workstation Installation]]</span>
 <!-- -------- Start right column -->
@@ Line 42: / Line 42: @@
 '''[[Newton User Guide#Forms|Forms]]'''
-'''[[Newton User Guide#Correspondence|Correspondence]]'''
+'''[[Newton User Guide#Correspondence|Correspondence (Email, Attachments, Batch Send, Fax, Memos)]]'''
 '''[[Newton User Guide#Suspense|Suspense]]'''
@@ Line 72: / Line 72: @@
 *'''[[:Category:Forms|Forms]]'''
 *'''[[:Category: Marketing|Marketing]]'''
-*:[[:Category:Memo Writer|Memo Writer]]
+*:[[:Category:Memowriter|Memowriter]]
 *'''[[:Category:Policy Tasks|Policy Tasks]]'''
 *'''[[:Category:Profiles|Profile Setup (Agency, Users, General Ledger)]]'''