Difference between revisions of "Main Page"

Revision as of 20:59, 2 December 2019

Welcome to the Newton by Agency Systems Wiki.

Accounting
Cash
Client and Company Deposits

Checks

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

Payables

Receivables

Reconcile
Attachments
Download
Daily Process for Policy Downloads
Daily Process: Address Any Notes or Errors

Commission Download and Commission Builder
Direct Bill: Commission Notes and Errors
Email
Forms
Marketing
Memowriter
Policy Tasks
Profile Setup (Agency, Users, General Ledger)
Reports
Automatic Reports

Client Query Wizard

Premium Volume
Technical References
Error Codes

Hardware Recommendations

Make Text and Other Items Larger or Smaller

Workstation Installation Instructions
Third Party Integration

@@ Line 48: / Line 48: @@
 '''[[Newton_User_Guide#Accounting_-_Invoice.2FBilling|Accounting - Invoice/Billing]]'''
-'''[[Newton User Guide#Other|Accounting (Other), Management and more]]'''
+'''[[Newton User Guide#Other|Accounting (Other Processes)]]'''
 <!-- -------- Start right column -->
@@ Line 80: / Line 80: @@
 *:[[Automatic Reports]]
 *:[[:Category:Client Query Wizard|Client Query Wizard]]
-*:[[:Category:Month-End|Month-End]]
 *:[[Premium Volume (disambiguation)|Premium Volume]]
 *'''[[:Category:Technical|Technical References]]'''