Agency Profile

Newton User Guide: Setup Profiles

Required Software Version: Summer 2018

Legacy Instructions Available: Click Here

Related Pages

Order Printable Checks

Related Categories

Profiles

The Agency Profile screen is a list of codes which represent each of the datasets, separated by agency code, within a Newton database. When an operator first opens Newton, the Agency Code is the first field entered on the login screen.

Before You Begin

Access to view the Agency Profile requires the current operator to have Security System: Profiles -> Agency -> View access.

See: Security System for more information.

Create an Agency

A new Agency Profile is only required for additional locations with separate client databases, or separate Balance Sheet and Income & Expense report requirements.

Most clients only need a single Agency Profile, typically "01". To edit your existing Agency Profile, see the section below.

1. From the Main Menu, select Setup -> Agency.
2. Select Create New.
3. Enter the desired two digit code. Capital letters and numbers are both available. (Examples: 02, WA, TX)
4. Enter the name for the agency.
5. Select the Agency Type as Retail, MGA, or Test. (See the section below for more information)
6. Select Save. (Requires Security System: Profiles -> Agency -> Entry access.)
7. Select Yes when prompted to initialize profiles.
8. Exit Newton, and enter the new agency code and default operator at the login window.

The login window will automatically remember the most recent code used on the computer. To switch between agencies, enter the new Agency Profile code after starting Newton.

Create a Test Agency

A test agency profile can be created allowing any users to practice entering data into Newton, without affecting the "live" database. All clients, policies, and accounting transactions entered into a test database will not affect the live data.

A test agency's financial transactions are not included in combined financial reports for all agencies such as the Balance Sheet, and Income & Expense reports.

To create a test database, follow the instructions above and select the Agency Type as Test.

Edit an Agency

1. From the Main Menu, select Setup -> Agency.
2. The Agency Profile entered at the login window will be automatically loaded.
3. Select the Basic Info Tab, Forms/Numbering Setups Tab, or Accounting Setups Tab.
4. Enter or select any desired changes. (Examples: Agency name and address, print format options, fiscal year month, default banks for cash and checks).
5. Select Save. (Requires Security System: Profiles -> Agency -> Edit access.)
6. Select Exit.

Some changes may require restarting Newton.

Delete an Agency

Deleting an Agency is not typically required. To exclude the Agency Profile financials from the combined financial reports, change the Agency Type to Test.

1. From the Main Menu, select Setup -> Agency.
2. The Agency Profile entered at the login window will be automatically loaded.
3. To select a different Agency Profile, select Find, then select the correct code.
4. Select Delete. (Requires Security System: Profiles -> Agency -> Global access.)
5. Confirm Yes when prompted.
6. Enter the password provided by Agency Systems Support.

Agency Profile Interface

From the Main Menu, select Setup -> Agency.

Agency Profile Toolbar

• Find: - Find an agency code.
• First: - Skip to the first agency.
• Previous: - Skip to the previous agency.
• Next: - Skip to the next agency.
• Last: - Skip to the last agency.
• Create New: - Create a new agency.
• Print List: - Print a list of agency profiles.
• History: - View agency profile history.
• Delete: - Delete agency profile.
• Wiki: - Wiki Help Documentation.
• Save: - Save the current profile item. (ALT + S)
• Exit: - Exit the profile windows. (ALT + X)

Basic Info Tab

The first tab contains the Agency Name, and Agency Address. This information will display at the top of the Newton system, and on any printed reports.

The Agency Type can be configured as a Retail, MGA, or a Test agency. A test agency's financial transactions are not included in combined financial reports for all agencies such as the Balance Sheet, and Income & Expense reports.

Forms/Numbering Setups Tab

The second tab contains print options for invoices and statements, and print formats for invoices and checks.

Invoice Form Type

Laser - Default retail format that prints without prompting the operator for comments.

Laser with Comments - Very similar to Laser format with the additional ability of three comment lines when printed.

See: Invoice: Print An Invoice for more information.

Check Form Type

Default (Top) - Prints at the top of the page in the Quickbooks check format.

Laser (Middle) - Prints in the middle of the page. (Legacy format).

See: Order Printable Checks for more information.

Statement Form Type

Default - The default statement introduced in 2015.

Laser - The legacy statements available prior to the September 2015 release.

Accounting Setups Tab

The final tab controls when the Fiscal Year Begins, and which General Ledger Accounts are associated with certain ledger entries.

In addition, the default Cash and Check bank profiles can be configured and the default client statement delivery option can be selected.