Training 6: Accounting

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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

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Overview

Knowledge Base: Training 6: Accounting

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Bank Transfer

Cash Payment Fee Wizard

Process Daily Cash Deposits With Cash On-Hand Account

Express Checks

Monthly Process for Direct Bill Invoicing

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Cash

Checks

Journal Transactions

Agency Bill

Direct Bill