Difference between revisions of "Training 6: Accounting"
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[[Category:Training Guides]] | [[Category:Training Guides]] | ||
| − | === | + | <table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;"> |
| − | + | <tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;"> | |
| + | <td>Related Pages</td> | ||
| + | </tr> | ||
| − | = | + | <tr> |
| − | [[ | + | <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> | ||
| + | |||
| + | <tr style="background-color: #d3d3d3; text-align: center; "> | ||
| + | <td>Related Categories</td> | ||
| + | </tr> | ||
| + | |||
| + | <tr> | ||
| + | <td> | ||
| + | <ul> | ||
| + | <li>[[:Category:Training Guides|Training Guides]]</li> | ||
| + | </ul> | ||
| + | </td> | ||
| + | </tr> | ||
| + | </table> | ||
| + | |||
| + | == 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]] | ||
| + | |||
| + | == 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:
