Training 6: Accounting

Related Pages

Training 1: Newton Interface Overview Training 2: Setting Up Your Agency Training 3: Entering Policy Information Training 4: ACORD Forms Training 5: Email, Diary, Activity, Client Notes & Memo Writer Training 6: Accounting Training 7: Management

Related Categories

Training Guides

Visit: My Newton Campus - Getting Started

Wiki Pages

Client Payments

Client Payment: Agency Bill Cash

Client Payment: Direct Bill Cash Transmittal

Cash Payment Fee Wizard

Process Daily Cash Deposits With Cash On-Hand Account

Express Checks

Bank Transfer

Direct Bill: Commission Statement Processing

Commission Download

Non-Policy Related Checks (Vendor Payables)

Credit Card Processing For Expense Entry

Report: Non-Policy Related Checks (Vendor Payables)

Wiki Categories

Cash

Checks

Journal Transactions

Agency Bill

Direct Bill

Payables

Reports

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.

How to Print Client Statements