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

• Bank Transfer
• Client Payments:

  Agency Fee Wizard

  Cash Payment Fee Wizard

  Client Payment: Agency Bill Cash

  Client Payment: Direct Bill Cash Transmittal

  Process Daily Cash Deposits With Cash On-Hand Account

• Direct Bill: Commission Statement Processing

  Commission Download

• Express Checks
• Non-Policy Related Checks (Vendor Payables)

  Credit Card Processing For Expense Entry

  Report: Non-Policy Related Checks (Vendor Payables)

Wiki Categories

• Agency Bill
• Cash
• Checks
• Direct Bill
• Journal Transactions
• Month-End
• Payables
• Receivables
• 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