Difference between revisions of "Training 6: Accounting"

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(→‎Wiki Pages: added journal and adjustment references)
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'''[http://mynewtoncampus.com/getting-started/ Visit: My Newton Campus - Getting Started]'''
 
'''[http://mynewtoncampus.com/getting-started/ Visit: My Newton Campus - Getting Started]'''
 
== Wiki Pages ==
 
== Wiki Pages ==
 +
*[[Adjustment]]
 
*[[Bank Transfer]]
 
*[[Bank Transfer]]
 
*Client Payments:
 
*Client Payments:
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*:[[Commission Builder]]
 
*:[[Commission Builder]]
 
*[[Express Checks]]
 
*[[Express Checks]]
 +
*[[Journal Entry]]
 
*[[Non-Policy Related Checks|Non-Policy Related Checks (Vendor Payables)]]
 
*[[Non-Policy Related Checks|Non-Policy Related Checks (Vendor Payables)]]
 
*:[[Credit Card Processing For Expense Entry]]
 
*:[[Credit Card Processing For Expense Entry]]

Revision as of 20:05, 6 October 2014

Related Pages
Related Categories

Visit: My Newton Campus - Getting Started

Wiki Pages

Wiki Categories

External Pages

Invoicing

How to Create an Invoice

Premium Finance Invoicing

Return to Premium Finance Company - Retail Agency

Return to Premium Finance Company - MGA/GA Agency

Reconcile Receivables and Payables

Reconcile Client Receivables

Reconcile Agent Receivables

Reconcile Company Receivables (Direct Bill)

Reconcile Producer Payables

Reconcile Company Payables (Agency Bill)

Accounting Reports

See Training 7: Management for additional reports.

Report: Client Statement