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| − | Welcome to the Agency Systems Wiki. | + | {{DISPLAYTITLE:<span style="display:none"></span>}}__NOTOC__ |
| + | <div style="text-align:center;"> | ||
| + | '''Welcome to the Newton by Agency Systems Wiki.''' | ||
| − | + | [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: Spring 2020]] | [[:Category: Release Notes|Release Notes Archive]]</div> | ||
| − | + | <!-- -------- Start table --> | |
| + | {| style="width:100%; border-spacing:8px; margin:0px;" cellpadding="8"; | ||
| + | |-style="text-align:center;" | ||
| + | <!-- -------- Start left column --> | ||
| + | | style="width:33%; background:#f4f8fb; border:1px solid #DBDDD8; vertical-align:top;" | | ||
| + | [[File:Ic_description_black_48dp.png|link=Newton User Guide]] <span style="font-size:140%;;">[[Newton User Guide]]</span> | ||
| − | == | + | <!-- -------- Start middle column --> |
| + | | style="width:33%; background:#f4f8fb; border:1px solid #DBDDD8; vertical-align:top;" | | ||
| + | [[File:Ic settings applications black 48dp.png|link=Workstation Installation Instructions]] <span style="font-size:140%;">[[Workstation Installation Instructions|Workstation Installation]]</span> | ||
| − | === | + | <!-- -------- Start right column --> |
| + | | style="width:33%; background:#f4f8fb; border:1px solid #DBDDD8; vertical-align:top;" | | ||
| + | [[File:Ic_live_help_black_48dp.png|link=Help:Contents]] <span style="font-size:140%;">[[Help:Contents|Contact Support]]</span> | ||
| + | |} | ||
| − | [[Newton | + | <!-- -------- Start table2 --> |
| + | {| style="width:100%; border-spacing:8px; margin:0px;" cellpadding="8" | ||
| + | |- | ||
| + | | style="width:100%; background:#f6fafd; border:1px solid #E3EEF7; vertical-align:top;" | | ||
| + | |||
| + | <h2 style="padding:0.2em 0.4em; margin:0 0 10px 0; color:#000; font-size:140%; font-weight:bold; text-align:left;">Sections</h2> | ||
| + | '''[[Implementation Process Overview|New Agency Implementation Process Overview]]''' | ||
| + | |||
| + | '''[[Newton User Guide#Installation|Installation]]''' | ||
| + | |||
| + | '''[[Newton User Guide#Newton Interface Overview|Newton Interface Overview]]''' | ||
| + | |||
| + | '''[[Newton User Guide#Setup Profiles|Setup Profiles]]''' | ||
| + | |||
| + | '''[[Newton User Guide#Client|Client]]''' | ||
| + | |||
| + | '''[[Newton_User_Guide#Policy|Policy]]''' | ||
| + | |||
| + | '''[[Newton User Guide#Forms|Forms]]''' | ||
| + | |||
| + | '''[[Newton User Guide#Correspondence|Correspondence (Email, Attachments, Batch Send, Fax, Memos)]]''' | ||
| + | |||
| + | '''[[Newton User Guide#Suspense|Suspense]]''' | ||
| + | |||
| + | '''[[Newton_User_Guide#Accounting_-_Invoice.2FBilling|Accounting - Invoice/Billing]]''' | ||
| + | |||
| + | '''[[Newton User Guide#Other|Accounting (Other Processes and Reports)]]''' | ||
| + | |||
| + | <!-- -------- Start right column --> | ||
| + | |- | ||
| + | | style="width:100%; background:#f6fafd; border:1px solid #E3EEF7; vertical-align:top;" | | ||
| + | |||
| + | <h2 style="padding:0.2em 0.4em; margin:0 0 10px 0; color:#000; font-size:140%; font-weight:bold; text-align:left;">Help by Category</h2> | ||
| + | |||
| + | '''[[Special:Categories|////////// Click Here: View All Wiki Categories \\\\\\\\\\]]''' | ||
| + | *'''[[Training 6: Accounting|Accounting]]''' | ||
| + | *:[[:Category:Cash|Cash]] | ||
| + | *::[[Deposit (disambiguation)|Client and Company Deposits]] | ||
| + | *:[[:Category:Checks|Checks]] | ||
| + | *:[[:Category:Invoice|Invoice (Agency Bill or Direct Bill)]] - [[Invoice: Create An Invoice|Create]], [[Invoice: Edit An Invoice|Edit]], [[Invoice: Delete An Invoice|Delete]], and [[Invoice: Adjust An Invoice|Adjust]]. | ||
| + | *:[[:Category:Payables|Payables]] | ||
| + | *:[[:Category:Receivables|Receivables]] | ||
| + | *:[[Reconcile (disambiguation)|Reconcile]] | ||
| + | *'''[[:Category:Attachment|Attachments]]''' | ||
| + | *'''[[:Category:Download|Download]]''' | ||
| + | *:[[Daily Process for Policy Downloads]] | ||
| + | *::[[Daily_Process_for_Policy_Downloads#Step_3:_Pending_Tab:_Address_Any_Notes_or_Errors|Daily Process: Address Any Notes or Errors]] | ||
| + | *:[[Commission Download]] and [[Commission Builder]] | ||
| + | *::[[Direct Bill: Commission Notes and Errors]] | ||
| + | *:[[XML Activity and Claims Download]] | ||
| + | *'''[[:Category:Email|Email]]''' | ||
| + | *'''[[:Category:Forms|Forms]]''' | ||
| + | *'''[[:Category: Marketing|Marketing]]''' | ||
| + | *:[[:Category:Memowriter|Memowriter]] | ||
| + | *'''[[:Category:Policy Tasks|Policy Tasks]]''' | ||
| + | *'''[[:Category:Profiles|Profile Setup (Agency, Users, General Ledger)]]''' | ||
| + | *'''[[:Category:Reports|Reports]]''' | ||
| + | *:[[Automatic Reports]] | ||
| + | *:[[:Category:Client Query Wizard|Client Query Wizard]] | ||
| + | *:[[Premium Volume (disambiguation)|Premium Volume]] | ||
| + | *'''[[:Category:Technical|Technical References]]''' | ||
| + | *:[[:Category:Error|Error Codes]]''' | ||
| + | *:[[Hardware Recommendations]] | ||
| + | *:[[Make Text and Other Items Larger or Smaller]] | ||
| + | *:[[Workstation Installation Instructions]] | ||
| + | *'''[[:Category:Third-Party Integration|Third Party Integration]]''' | ||
| + | |} | ||
Latest revision as of 16:24, 14 August 2020
Welcome to the Newton by Agency Systems Wiki.
AgencySystems.com | Newsletter | Facebook.com | Twitter.com | YouTube.com
Newton Release Notes: Spring 2020 | Release Notes Archive
SectionsNew Agency Implementation Process Overview |
Help by Category |
