Setting Up Your Agency (Users, Profiles, 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

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Training Guides

Visit: My Newton Campus - Getting Started

Overview

Knowledge Base: Training 2: Setting Up Your Agency

Wiki Pages

All Profiles

• Bank Profile
• Class Profile
• Department Profile
• General Ledger Profile
• Transaction Profile
• Vendor Profile
• Security System

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