Difference between revisions of "Newton User Guide"

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*[[Policy Keyword Search|Find a Client by Policy Number]]
 
*[[Policy Keyword Search|Find a Client by Policy Number]]
 
*[[Named Insured Keyword Search|Find an Agent by Named Insured]]
 
*[[Named Insured Keyword Search|Find an Agent by Named Insured]]
 +
*[[Cross-Agency Search]]
 
*[[Client Tab]]
 
*[[Client Tab]]
 
*:[[Client Tab: Client Dashboard]]
 
*:[[Client Tab: Client Dashboard]]
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*[[Client Profile#Delete a Client|Client: Delete a Client]]
 
*[[Client Profile#Delete a Client|Client: Delete a Client]]
 
*[[Client Profile#How_do_I_recover_a_deleted_client.3F|Client: Recover a Deleted Client]]
 
*[[Client Profile#How_do_I_recover_a_deleted_client.3F|Client: Recover a Deleted Client]]
 +
 +
==Events==
 +
*[[Events#Creating New Event|Creating New Event]]
 +
*[[Events#Completing Steps on Event|Completing Steps on Event]]
 +
*[[Events#Event Templates|Event Templates]]
  
 
==Policy ==
 
==Policy ==
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== Forms ==
 
== Forms ==
 
;[[File:Ic_info_black_24dp.png|link=Forms]] [[Forms]]
 
;[[File:Ic_info_black_24dp.png|link=Forms]] [[Forms]]
 +
*[[Forms: Certificate of Insurance]]
 
*[[Forms: Drivers]]
 
*[[Forms: Drivers]]
 +
*[[Forms: Evidence of Property]]
 
*[[Forms: Vehicles]]
 
*[[Forms: Vehicles]]
 
*[[Forms: Form Bundle]]
 
*[[Forms: Form Bundle]]
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*[[Direct Bill]]
 
*[[Direct Bill]]
 
*[[Direct Bill (Broker Billed)]]
 
*[[Direct Bill (Broker Billed)]]
 
  
 
;[[File:Ic_info_black_24dp.png|link=Invoice: Create An Invoice]] [[Invoice: Create An Invoice]]
 
;[[File:Ic_info_black_24dp.png|link=Invoice: Create An Invoice]] [[Invoice: Create An Invoice]]
 +
*[[Invoice: Create An Invoice - Installment Billing]]
 
*[[Invoice: Create An Invoice - Premium Finance]]
 
*[[Invoice: Create An Invoice - Premium Finance]]
 
*[[Invoice: Create An Invoice - Premium Finance: Return Premium To Finance Company]]
 
*[[Invoice: Create An Invoice - Premium Finance: Return Premium To Finance Company]]
 
*[[Invoice: Override Payee On Invoice (Mortgagee Invoices)]]
 
*[[Invoice: Override Payee On Invoice (Mortgagee Invoices)]]
 
*[[Agency Fee Wizard]]
 
*[[Agency Fee Wizard]]
 
 
 
;[[File:Ic_info_black_24dp.png|link=Invoice: Find An Invoice]] [[Invoice: Find An Invoice]]
 
;[[File:Ic_info_black_24dp.png|link=Invoice: Find An Invoice]] [[Invoice: Find An Invoice]]
 
*[[Invoice: Print An Invoice]]
 
*[[Invoice: Print An Invoice]]
 
*[[Add Agency Logo to Custom Invoice and Statement]]
 
*[[Add Agency Logo to Custom Invoice and Statement]]
 +
 +
== Accounting (Other Processes and Reports) ==
 +
*[[Month-End Process]]
 +
*[[Year-End]]
 +
;[[File:Ic_info_black_24dp.png|link=:Category:Agency Bill]] [[:Category:Agency Bill|Agency Bill Processes]]
 +
*[[:Agency Bill: Adjust Client Receivable - Client Paid Carrier Direct|Adjust Client Receivable - Client Paid Carrier Direct]]
 +
*[[:Agency Bill: Adjust Client Receivable - Write Off Small Balance or Bad Debt|Adjust Client Receivable - Write Off Small Balance or Bad Debt]]
 +
*[[Invoice_Summary|Invoice Summary Report]]
  
 
== Download ==
 
== Download ==

Latest revision as of 14:22, 20 April 2020

Ic info black 24dp.png Required Software Version: Spring 2017
Related Pages
Related Categories

This page provides an overview for Newton by Agency Systems. (This page is currently in progress, and will be updated regularly.)

Ic info black 24dp.png Click here to search for a specific page.

Installation

Ic info black 24dp.png Implementation Process Overview

Newton Interface Overview

Ic info black 24dp.png Log in to Newton by Agency Systems

Setup Profiles

Ic info black 24dp.png Setting Up Your Agency (Users, Profiles, Accounting)

Client

Ic info black 24dp.png Client Profile

Events

Policy

Ic info black 24dp.png Policy & Billing


Ic info black 24dp.png Policy Dashboard


Ic info black 24dp.png Claims

Forms

Ic info black 24dp.png Forms


Ic info black 24dp.png Forms: Configure Forms

Correspondence

Ic info black 24dp.png Attachments


Ic info black 24dp.png Email


Ic info black 24dp.png Batch Send


Ic info black 24dp.png Memowriter

Suspense

Ic info black 24dp.png Diary

Accounting - Invoice/Billing

Ic info black 24dp.png Billing Types
Ic info black 24dp.png Invoice: Create An Invoice
Ic info black 24dp.png Invoice: Find An Invoice

Accounting (Other Processes and Reports)

Ic info black 24dp.png Agency Bill Processes

Download

Ic info black 24dp.png Rating Integration

Other

Documentation below is currently being updated.

All Categories