Difference between revisions of "Training 6: Accounting"

From Agency Systems Wiki
Jump to navigation Jump to search
(→‎Wiki Pages: added group for categories)
 
(32 intermediate revisions by the same user not shown)
Line 1: Line 1:
 
[[Category:Training Guides]]
 
[[Category:Training Guides]]
==== Overview ====
+
<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]
+
<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;">
 +
    <td>Related Pages</td>
 +
</tr>
  
==== Wiki Pages ====
+
<tr>
[[Bank Transfer]]
+
<td>
 +
<ul>
 +
<li>[[Training 1: Newton Interface Overview]]</li>
 +
<li>[[Training 2: Setting Up Your Agency]]</li>
 +
<li>[[Training 3: Entering Policy Information]]</li>
 +
<li>[[Training 4: ACORD Forms]]</li>
 +
<li>[[Training 5: Email, Diary, Activity, Client Notes & Memo Writer]]</li>
 +
<li>[[Training 6: Accounting]]</li>
 +
<li>[[Training 7: Management]]</li>
 +
</ul>
 +
</td>
 +
</tr>
  
[[Cash Payment Fee Wizard]]
+
<tr style="background-color: #d3d3d3; text-align: center; ">
 +
    <td>Related Categories</td>
 +
</tr>
  
[[Process Daily Cash Deposits With Cash On-Hand Account]]
+
<tr>
 +
<td>
 +
<ul>
 +
<li>[[:Category:Training Guides|Training Guides]]</li>
 +
</ul>
 +
</td>
 +
</tr>
 +
</table>
  
[[Express Checks]]
+
== Wiki Pages ==
 +
*[[Adjustment]]
 +
*[[Bank Transfer]]
 +
*[[:Category: Cash|Cash]]
 +
*[[:Category: Checks|Checks]]
 +
*[[Client Payment]]
 +
*[[Direct Bill: Commission Statement Processing]]
 +
*:[[Commission Download]]
 +
*:[[Commission Builder]]
 +
*[[Express Checks]]
 +
*[[:Category:Invoice|Invoice]] ([[:Category: Agency Bill|Agency Bill]] or [[:Category: Direct Bill|Direct Bill]])
 +
*:[[Invoice: Create An Invoice]]
 +
*:[[Invoice: Edit An Invoice]]
 +
*:[[Invoice: Delete An Invoice]]
 +
*:[[Adjust_(disambiguation)#Invoice_Adjustment|Invoice: Adjust An Invoice]]
 +
*[[:Category: Journal Transaction|Journal Transaction (Category)]]
 +
*:[[Journal Entry]]
 +
*[[:Category: Month-End|Month-End]]
 +
*:[[Bank Reconcile]]
 +
*[[:Category:Payables|Payables]]
 +
*:[[:Category:Payables#Company Payables|Company Payables]]
 +
*:[[:Category:Payables#Producer Payables|Producer Payables]]
 +
*:[[:Category:Payables#Vendor Payables|Vendor Payables]]
 +
*[[:Category:Receivables|Receivables]]
 +
*[[:Category:Reports|Reports (All)]]
 +
*:[[Training 7: Management]]
  
[[Monthly Process for Direct Bill Invoicing]]
+
== External Pages ==
 +
For MGAs / Brokers:
  
==== Wiki Categories ====
+
[[media:Invoice - Credit Return to Premium Finance Company - General Agency.pdf|Return to Premium Finance Company - MGA/GA Agency.pdf]]
[[:Category: Cash|Cash]]
 
  
[[:Category: Checks|Checks]]
+
[[media:Reconcile_-_Agent_Receivables.pdf|Reconcile Agent Receivables.pdf]]
 
 
[[:Category: Direct Bill|Direct Bill]]
 

Latest revision as of 15:07, 14 September 2016