Difference between revisions of "Training 6: Accounting"
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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]''' | ||
| − | ==== | + | == External Pages == |
| − | [http://www.agencysystems.com/ | + | ==== Invoicing ==== |
| + | [http://www.agencysystems.com/legacy-knowledgebase/item/142 How to Create an Invoice] | ||
| − | ==== Wiki Pages | + | [http://www.agencysystems.com/legacy-knowledgebase/item/146 Premium Finance Invoicing] |
| + | |||
| + | [http://www.agencysystems.com/legacy-knowledgebase/item/149 Return to Premium Finance Company - Retail Agency] | ||
| + | |||
| + | [http://www.agencysystems.com/legacy-knowledgebase/item/138 Return to Premium Finance Company - MGA/GA Agency] | ||
| + | |||
| + | ==== Reconcile Receivables and Payables ==== | ||
| + | [http://www.agencysystems.com/legacy-knowledgebase/item/238 Reconcile Client Receivables] | ||
| + | |||
| + | [http://www.agencysystems.com/legacy-knowledgebase/item/43 Reconcile Agent Receivables] | ||
| + | |||
| + | [http://www.agencysystems.com/legacy-knowledgebase/item/42 Reconcile Company Receivables (Direct Bill)] | ||
| + | |||
| + | [http://www.agencysystems.com/legacy-knowledgebase/item/47 Reconcile Producer Payables] | ||
| + | |||
| + | [http://www.agencysystems.com/legacy-knowledgebase/item/46 Reconcile Company Payables (Agent Bill)] | ||
| + | |||
| + | ==== Non Policy Related (Vendor) Checks ==== | ||
| + | [http://www.agencysystems.com/legacy-knowledgebase/item/92 How to Create/Post a Non-Policy Related (Vendor) Check] | ||
| + | |||
| + | [http://www.agencysystems.com/legacy-knowledgebase/item/88 Vendor Payables: Create Check Template] | ||
| + | |||
| + | [http://www.agencysystems.com/legacy-knowledgebase/item/97 Vendor Payables: Modify Check Template] | ||
| + | |||
| + | [http://www.agencysystems.com/legacy-knowledgebase/item/90 Vendor Payables: Create Employee Payroll Template] | ||
| + | |||
| + | [http://www.agencysystems.com/legacy-knowledgebase/item/101 Vendor Payables: Create Payroll Tax Template] | ||
| + | |||
| + | ==== Accounting Reports ==== | ||
| + | See [[Training 7: Management]] for additional reports. | ||
| + | |||
| + | [http://www.agencysystems.com/legacy-knowledgebase/item/27 How to Print Client Statements] | ||
| + | |||
| + | == Wiki Pages == | ||
[[Client Payment: Direct Bill Cash Transmittal]] | [[Client Payment: Direct Bill Cash Transmittal]] | ||
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[[Monthly Process for Direct Bill Invoicing]] | [[Monthly Process for Direct Bill Invoicing]] | ||
| − | + | === Wiki Categories === | |
[[:Category: Cash|Cash]] | [[:Category: Cash|Cash]] | ||
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[[:Category: Direct Bill|Direct Bill]] | [[:Category: Direct Bill|Direct Bill]] | ||
| + | |||
| + | [[:Category: Reports|Reports]] | ||
Revision as of 17:46, 22 July 2014
| Related Pages |
| Related Categories |
Visit: My Newton Campus - Getting Started
Contents
External Pages
Invoicing
Return to Premium Finance Company - Retail Agency
Return to Premium Finance Company - MGA/GA Agency
Reconcile Receivables and Payables
Reconcile Company Receivables (Direct Bill)
Reconcile Company Payables (Agent Bill)
Non Policy Related (Vendor) Checks
How to Create/Post a Non-Policy Related (Vendor) Check
Vendor Payables: Create Check Template
Vendor Payables: Modify Check Template
Vendor Payables: Create Employee Payroll Template
Vendor Payables: Create Payroll Tax Template
Accounting Reports
See Training 7: Management for additional reports.
How to Print Client Statements
Wiki Pages
Client Payment: Direct Bill Cash Transmittal
Process Daily Cash Deposits With Cash On-Hand Account
Monthly Process for Direct Bill Invoicing
