Difference between revisions of "Agency Profile"
Jump to navigation
Jump to search
(updated for 2017.) |
|||
| Line 2: | Line 2: | ||
<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;"> | <table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;"> | ||
<tr> | <tr> | ||
| − | <td>[[File:Ic_info_black_24dp.png]] Required Software Version: [[:Category:Release Notes|September | + | <td>[[File:Ic_info_black_24dp.png]] Required Software Version: [[:Category:Release Notes|September 2017]]</td> |
</tr> | </tr> | ||
<tr> | <tr> | ||
| − | <td>[[File: Ic_settings_backup_restore_black_24dp.png]] Legacy Instructions Available: [http://wiki.agencysystems.com/mediawiki/index.php?title=Agency_Profile&oldid= | + | <td>[[File: Ic_settings_backup_restore_black_24dp.png]] Legacy Instructions Available: [http://wiki.agencysystems.com/mediawiki/index.php?title=Agency_Profile&oldid=3517 Click Here]</td> |
</tr> | </tr> | ||
<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;"> | <tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;"> | ||
| Line 14: | Line 14: | ||
<td> | <td> | ||
<ul> | <ul> | ||
| − | |||
<li>[[Order Printable Checks]]</li> | <li>[[Order Printable Checks]]</li> | ||
</ul> | </ul> | ||
| Line 32: | Line 31: | ||
</tr> | </tr> | ||
</table> | </table> | ||
| − | 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. | + | 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 [[Log in to Newton by Agency Systems|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|Security System: Profiles -> Agency -> View]] access. | |
| − | [[File: | + | [[File:Ic_info_black_24dp.png]] See: [[Security System]] for more information. |
| − | + | == Agency Profile Interface == | |
| − | + | Select '''Setup''' -> '''Agency'''. | |
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | + | [[File:Setup-agency-basic.png]] | |
| − | + | ;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 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 [[Report: Balance Sheet|Balance Sheet]], and [[Report: Income and Expense|Income & Expense]] 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 [[Report: Balance Sheet|Balance Sheet]], and [[Report: Income and Expense|Income & Expense]] reports. | ||
| − | + | ||
| + | == Form/Numbering Setups == | ||
The second tab contains print options for invoices and statements, and print formats for [[#Invoice Form Type|invoices]] and [[#Check Form Type|checks]]. | The second tab contains print options for invoices and statements, and print formats for [[#Invoice Form Type|invoices]] and [[#Check Form Type|checks]]. | ||
| − | [[File: | + | [[File:Setup-agency-formsnum.png]] |
===== Invoice Form Type ===== | ===== Invoice Form Type ===== | ||
| Line 68: | Line 76: | ||
*'''Statement Form Type -> Laser''' will use the legacy statements available prior to the [[:Category:Release_Notes|September 2015 release]]. | *'''Statement Form Type -> Laser''' will use the legacy statements available prior to the [[:Category:Release_Notes|September 2015 release]]. | ||
| − | + | == Accounting Setups == | |
The final tab controls when the '''Fiscal Year Begins''', and which [[General Ledger Profile|General Ledger Accounts are associated with certain ledger entries]]. | The final tab controls when the '''Fiscal Year Begins''', and which [[General Ledger Profile|General Ledger Accounts are associated with certain ledger entries]]. | ||
In addition, the default [[Bank Profile|Cash and Check bank profiles]] can be configured. | In addition, the default [[Bank Profile|Cash and Check bank profiles]] can be configured. | ||
| − | [[File: | + | [[File:Setup-agency-accounting.png]] |
Revision as of 19:50, 3 March 2017
 Required Software Version: September 2017 |
 Legacy Instructions Available: Click Here |
| Related Pages |
| Related Categories |
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.
Contents
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.
Agency Profile Interface
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.
Form/Numbering Setups
The second tab contains print options for invoices and statements, and print formats for invoices and checks.
Invoice Form Type
- Invoice Form Type -> Laser will print without prompting the operator for comments.
- Invoice Form Type -> Laser with Comments will prompt the operator for three comment lines when printed.
Check Form Type
- Check Form Type -> Laser will print in the middle of the page. (Legacy format)
- Check Form Type -> Quicken will print at the top of the page in the Quicken check format.
Statement Form Type
- Statement Form Type -> Default will use the default statement introduced in 2015.
- Statement Form Type -> Laser will use the legacy statements available prior to the September 2015 release.
Accounting Setups
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.
