Difference between revisions of "Training 6: Accounting"

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[[Category:Training Guides]]
 
[[Category:Training Guides]]
==== Overview ====
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<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;">
[http://www.agencysystems.com/knowledge-base/item/244-accounting-training/244-accounting-training Knowledge Base: Training 6: Accounting]
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<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;">
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    <td>Related Pages</td>
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</tr>
  
==== Wiki Pages ====
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<tr>
[[Express Checks]]
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<td>
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<ul>
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<li>[[Training 1: Newton Interface Overview]]</li>
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<li>[[Training 2: Setting Up Your Agency]]</li>
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<li>[[Training 3: Entering Policy Information]]</li>
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<li>[[Training 4: ACORD Forms]]</li>
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<li>[[Training 5: Email, Diary, Activity, Client Notes & Memo Writer]]</li>
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<li>[[Training 6: Accounting]]</li>
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<li>[[Training 7: Management]]</li>
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</ul>
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</td>
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</tr>
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<tr style="background-color: #d3d3d3; text-align: center; ">
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    <td>Related Categories</td>
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</tr>
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<tr>
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<td>
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<ul>
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<li>[[:Category:Training Guides|Training Guides]]</li>
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</ul>
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</td>
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</tr>
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</table>
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== Wiki Pages ==
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*[[Adjustment]]
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*[[Bank Transfer]]
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*[[:Category: Cash|Cash]]
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*[[:Category: Checks|Checks]]
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*[[Client Payment]]
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*[[Direct Bill: Commission Statement Processing]]
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*:[[Commission Download]]
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*:[[Commission Builder]]
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*[[Express Checks]]
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*[[:Category:Invoice|Invoice]] ([[:Category: Agency Bill|Agency Bill]] or [[:Category: Direct Bill|Direct Bill]])
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*:[[Invoice: Create An Invoice]]
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*:[[Invoice: Edit An Invoice]]
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*:[[Invoice: Delete An Invoice]]
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*:[[Adjust_(disambiguation)#Invoice_Adjustment|Invoice: Adjust An Invoice]]
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*[[:Category: Journal Transaction|Journal Transaction (Category)]]
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*:[[Journal Entry]]
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*[[:Category: Month-End|Month-End]]
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*:[[Bank Reconcile]]
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*[[:Category:Payables|Payables]]
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*:[[:Category:Payables#Company Payables|Company Payables]]
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*:[[:Category:Payables#Producer Payables|Producer Payables]]
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*:[[:Category:Payables#Vendor Payables|Vendor Payables]]
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*[[:Category:Receivables|Receivables]]
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*[[:Category:Reports|Reports (All)]]
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*:[[Training 7: Management]]
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== External Pages ==
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For MGAs / Brokers:
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[[media:Invoice - Credit Return to Premium Finance Company - General Agency.pdf|Return to Premium Finance Company - MGA/GA Agency.pdf]]
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[[media:Reconcile_-_Agent_Receivables.pdf|Reconcile Agent Receivables.pdf]]

Latest revision as of 15:07, 14 September 2016