Difference between revisions of "Main Page"

Latest revision as of 16:24, 14 August 2020

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

XML Activity and Claims Download
Email
Forms
Marketing
Memowriter
Policy Tasks
Profile Setup (Agency, Users, General Ledger)
Reports
Automatic Reports

Client Query Wizard

Premium Volume
Technical References
Error Codes

Hardware Recommendations

Make Text and Other Items Larger or Smaller

Workstation Installation Instructions
Third Party Integration

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 [https://agencysystems.com AgencySystems.com] | [[Newsletter]] | [https://www.facebook.com/Newton-by-Agency-Systems-170910319590056/ Facebook.com] | [https://twitter.com/agencysystems Twitter.com] | [https://www.youtube.com/user/AgencySystems/playlists YouTube.com]
-[[Newton Release Notes: Summer 2018]] | [[:Category: Release Notes|Release Notes Archive]]</div>
+[[Newton Release Notes: Spring 2020]] | [[:Category: Release Notes|Release Notes Archive]]</div>
 <!-- -------- Start table -->
@@ Line 48: / Line 48: @@
 '''[[Newton_User_Guide#Accounting_-_Invoice.2FBilling|Accounting - Invoice/Billing]]'''
-'''[[Newton User Guide#Other|Accounting (Other Processes)]]'''
+'''[[Newton User Guide#Other|Accounting (Other Processes and Reports)]]'''
 <!-- -------- Start right column -->
@@ Line 71: / Line 71: @@
 *:[[Commission Download]] and [[Commission Builder]]
 *::[[Direct Bill: Commission Notes and Errors]]
+*:[[XML Activity and Claims Download]]
 *'''[[:Category:Email|Email]]'''
 *'''[[:Category:Forms|Forms]]'''