Difference between revisions of "Training 6: Accounting"

From Agency Systems Wiki
Jump to navigation Jump to search
 
(8 intermediate revisions by the same user not shown)
Line 32: Line 32:
 
</table>
 
</table>
  
'''[http://mynewtoncampus.com/getting-started/ Visit: My Newton Campus - Getting Started]'''
 
 
== Wiki Pages ==
 
== Wiki Pages ==
 
*[[Adjustment]]
 
*[[Adjustment]]
Line 43: Line 42:
 
*:[[Commission Builder]]
 
*:[[Commission Builder]]
 
*[[Express Checks]]
 
*[[Express Checks]]
*[[:Category:Invoice|Invoice]]
+
*[[:Category:Invoice|Invoice]] ([[:Category: Agency Bill|Agency Bill]] or [[:Category: Direct Bill|Direct Bill]])
*:[[:Category: Agency Bill|Agency Bill]]
+
*:[[Invoice: Create An Invoice]]
*:[[:Category: Direct Bill|Direct Bill]]
+
*:[[Invoice: Edit An Invoice]]
 +
*:[[Invoice: Delete An Invoice]]
 +
*:[[Adjust_(disambiguation)#Invoice_Adjustment|Invoice: Adjust An Invoice]]
 
*[[:Category: Journal Transaction|Journal Transaction (Category)]]
 
*[[:Category: Journal Transaction|Journal Transaction (Category)]]
 
*:[[Journal Entry]]
 
*:[[Journal Entry]]
 
*[[:Category: Month-End|Month-End]]
 
*[[:Category: Month-End|Month-End]]
 +
*:[[Bank Reconcile]]
 
*[[:Category:Payables|Payables]]
 
*[[:Category:Payables|Payables]]
 +
*:[[:Category:Payables#Company Payables|Company Payables]]
 
*:[[:Category:Payables#Producer Payables|Producer Payables]]
 
*:[[:Category:Payables#Producer Payables|Producer Payables]]
 
*:[[:Category:Payables#Vendor Payables|Vendor Payables]]
 
*:[[:Category:Payables#Vendor Payables|Vendor Payables]]
Line 57: Line 60:
  
 
== External Pages ==
 
== External Pages ==
==== Invoicing ====
+
For MGAs / Brokers:
[http://www.agencysystems.com/legacy-knowledgebase/item/142 How to Create an Invoice]
 
  
[http://www.agencysystems.com/legacy-knowledgebase/item/146 Premium Finance Invoicing]
+
[[media:Invoice - Credit Return to Premium Finance Company - General Agency.pdf|Return to Premium Finance Company - MGA/GA Agency.pdf]]
  
[http://www.agencysystems.com/legacy-knowledgebase/item/149 Return to Premium Finance Company - Retail Agency]
+
[[media:Reconcile_-_Agent_Receivables.pdf|Reconcile Agent Receivables.pdf]]
 
 
[http://www.agencysystems.com/legacy-knowledgebase/item/138 Return to Premium Finance Company - MGA/GA Agency]
 
 
 
==== Reconcile Receivables ====
 
[http://www.agencysystems.com/legacy-knowledgebase/item/43 Reconcile Agent Receivables]
 

Latest revision as of 15:07, 14 September 2016