Difference between revisions of "Training 6: Accounting"
Jump to navigation
Jump to search
| (15 intermediate revisions by the same user not shown) | |||
| Line 32: | Line 32: | ||
</table> | </table> | ||
| − | |||
== Wiki Pages == | == Wiki Pages == | ||
| + | *[[Adjustment]] | ||
*[[Bank Transfer]] | *[[Bank Transfer]] | ||
| − | * | + | *[[:Category: Cash|Cash]] |
| − | + | *[[:Category: Checks|Checks]] | |
| − | + | *[[Client Payment]] | |
| − | * | ||
| − | * | ||
| − | |||
*[[Direct Bill: Commission Statement Processing]] | *[[Direct Bill: Commission Statement Processing]] | ||
*:[[Commission Download]] | *:[[Commission Download]] | ||
| + | *:[[Commission Builder]] | ||
*[[Express Checks]] | *[[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: Journal Transaction|Journal | ||
*[[:Category: Month-End|Month-End]] | *[[:Category: Month-End|Month-End]] | ||
| − | *[[:Category: Payables|Payables]] | + | *:[[Bank Reconcile]] |
| − | *[[:Category: Receivables|Receivables]] | + | *[[:Category:Payables|Payables]] |
| − | *[[:Category: Reports|Reports]] | + | *:[[: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]] | ||
== External Pages == | == External Pages == | ||
| − | + | For MGAs / Brokers: | |
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | + | [[media:Invoice - Credit Return to Premium Finance Company - General Agency.pdf|Return to Premium Finance Company - MGA/GA Agency.pdf]] | |
| − | |||
| − | [[ | + | [[media:Reconcile_-_Agent_Receivables.pdf|Reconcile Agent Receivables.pdf]] |
Latest revision as of 15:07, 14 September 2016
| Related Pages |
| Related Categories |
Wiki Pages
- Adjustment
- Bank Transfer
- Cash
- Checks
- Client Payment
- Direct Bill: Commission Statement Processing
- Express Checks
- Invoice (Agency Bill or Direct Bill)
- Journal Transaction (Category)
- Month-End
- Payables
- Receivables
- Reports (All)
External Pages
For MGAs / Brokers:
