Difference between revisions of "Main Page"

Revision as of 21:10, 1 June 2017

Welcome to the Newton by Agency Systems Wiki.

Accounting
Cash
Client and Company Deposits

Checks

Invoice (Agency Bill or Direct Bill) - Create, Edit, Delete, and Adjust.

Payables

Receivables

Reconcile
Attachments
Download
Daily Process for Policy Downloads
Daily Process: Address Any Notes or Errors

Commission Download and Commission Builder
Direct Bill: Commission Notes and Errors
Email
Forms
Marketing
Memo Writer
Policy Tasks
Profile Setup (Agency, Users, General Ledger)
Reports
Automatic Reports

Client Query Wizard

Month-End

Premium Volume
Technical References
Error Codes

Hardware Recommendations

Make Text and Other Items Larger or Smaller

Workstation Installation Instructions
Third Party Integration

Revision as of 20:51, 1 June 2017 (view source) Mlively (Talk \| contribs) ← Older edit		Revision as of 21:10, 1 June 2017 (view source) Mlively (Talk \| contribs) m Newer edit →
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	<h2 style="padding:0.2em 0.4em; margin:0 0 10px 0; color:#000; font-size:140%; font-weight:bold; text-align:left;">Training Guides</h2>		<h2 style="padding:0.2em 0.4em; margin:0 0 10px 0; color:#000; font-size:140%; font-weight:bold; text-align:left;">Training Guides</h2>

−	[[File:Ic_description_black_48dp.png]] [[Newton User Guide\|Getting Started: Newton User Guide]]	+	[[File:Ic_description_black_48dp.png\|link=Newton User Guide]] [[Newton User Guide\|Getting Started: Newton User Guide]]