Difference between revisions of "Main Page"

Revision as of 19:34, 26 January 2016

Welcome to the Newton by Agency Systems Wiki.

Accounting
Cash

Checks

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

Payables

Receivables
Client and Company Deposits

Reconcile
Attachments
Download
Daily Process for Policy Downloads

Daily Process: Address Any Notes or Errors

Direct Bill: Commission Statement Processing

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

@@ Line 53: / Line 53: @@
 '''[[Implementation Process Overview|New Agency Implementation Process Overview]]'''
-*[[Training 1: Newton Interface Overview]]
+*'''[[Training 1: Newton Interface Overview]]'''
-*[[Training 2: Setting Up Your Agency]]
+*:[[Client Tab]]
-*[[Training 3: Entering Policy Information]]
+*::[[Client Keyword Search]]
-*[[Training 4: ACORD Forms]]
+*::[[Policy Keyword Search]]
-*[[Training 5: Email, Diary, Activity, Client Notes & Memo Writer]]
+*:[[Policy Express]]
-*[[Training 6: Accounting]]
+*:[[Dashboard Tab (User)]]
-*[[Training 7: Management]]
+*:[[Company Tab]]
+*:[[Vendor Tab]]
+*:[[Management Tab]]
+*'''[[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]]'''
 '''[[Special:Categories|Click Here: View All Wiki Categories]]'''
 |}