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Newton News Archive | Current Release: September 2015 | Release Notes Archive

Help by Category ////////// Click Here: View All Wiki Categories \\\\\\\\\\ 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

Training Guides New Agency Implementation Process Overview Training 1: Newton Interface Overview Client Tab Client Keyword Search Policy Keyword Search Policy Express Dashboard Tab (User) 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 Click Here: View All Wiki Categories