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

• Adjustment
• Bank Transfer
• Client Payment
• Direct Bill: Commission Statement Processing

  Commission Download

  Commission Builder

• Express Checks
• Journal Entry
• Payables

  Producer Payables

  Vendor Payables

• Receivables

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

Reconcile Agent Receivables

Accounting Reports

See Training 7: Management for additional reports.

Report: Client Statement