Difference between revisions of "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;

Revision as of 13:41, 30 October 2014

@@ Line 36: / Line 36: @@
 *[[Adjustment]]
 *[[Bank Transfer]]
+*[[:Category: Cash|Cash]]
+*[[:Category: Checks|Checks]]
 *[[Client Payment]]
 *[[Direct Bill: Commission Statement Processing]]
@@ Line 41: / Line 43: @@
 *:[[Commission Builder]]
 *[[Express Checks]]
-*[[Journal Entry]]
+*[[:Category:Invoice|Invoice]]
+*:[[:Category: Agency Bill|Agency Bill]]
+*:[[:Category: Direct Bill|Direct Bill]]
+*[[:Category: Journal Transaction|Journal Transaction (Category)]]
+*:[[Journal Entry]]
+*[[:Category: Month-End|Month-End]]
 *[[:Category:Payables|Payables]]
 *:[[:Category:Payables#Producer Payables|Producer Payables]]
 *:[[:Category:Payables#Vendor Payables|Vendor Payables]]
 *[[:Category:Receivables|Receivables]]
-=== Wiki Categories ===
+*[[:Category:Reports|Reports (All)]]
-*[[:Category: Agency Bill|Agency Bill]]
+*:[[Training 7: Management]]
-*[[:Category: Cash|Cash]]
-*[[:Category: Checks|Checks]]
-*[[:Category: Direct Bill|Direct Bill]]
-*[[:Category: Journal Transaction|Journal Transactions]]
-*[[:Category: Month-End|Month-End]]
-*[[:Category: Payables|Payables]]
-*[[:Category: Receivables|Receivables]]
-*[[:Category: Reports|Reports]]
 == External Pages ==
@@ Line 69: / Line 68: @@
 ==== Reconcile Receivables ====
 [http://www.agencysystems.com/legacy-knowledgebase/item/43 Reconcile Agent Receivables]
-==== Accounting Reports ====
-See [[Training 7: Management]] for additional reports.
-[[Report: Client Statement]]