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- 20:27, 25 June 2020 diff hist +471 Report: Newton Add-on Reports →Client Data Cleanup: added info for clients with no salutation.
- 15:45, 22 June 2020 diff hist +480 Report: Newton Add-on Reports →Client Data Cleanup
- 21:23, 15 June 2020 diff hist +101 Certified Download Companies
- 17:38, 12 June 2020 diff hist +14,600 Certified Download Companies
- 15:20, 5 June 2020 diff hist 0 Category:Release Notes updated build number
- 14:29, 29 May 2020 diff hist +1 Beginning Balances →Enter Balances into the Beginning Balance Spreadsheet current
- 20:36, 26 May 2020 diff hist 0 Category:Release Notes
- 13:24, 26 May 2020 diff hist +90 Certified Download Companies
- 15:39, 20 May 2020 diff hist +131 Certified Download Companies
- 15:07, 20 May 2020 diff hist 0 Category:Release Notes
- 20:44, 18 May 2020 diff hist +675 Certified Download Companies
- 20:12, 18 May 2020 diff hist +2 Certified Download Companies
- 17:55, 8 May 2020 diff hist +99 Certified Download Companies
- 20:06, 5 May 2020 diff hist 0 Category:Release Notes
- 16:47, 29 April 2020 diff hist +102 Certified Download Companies
- 18:19, 28 April 2020 diff hist -8 Category:Release Notes
- 18:19, 28 April 2020 diff hist 0 Category:Release Notes
- 16:13, 27 April 2020 diff hist +519 Report: Newton Add-on Reports →Policy Reports: Premium Report
- 14:11, 24 April 2020 diff hist +4 Certified Download Companies
- 15:23, 23 April 2020 diff hist +328 Certified Download Companies
- 16:39, 22 April 2020 diff hist +1,522 Certified Download Companies updated / added certified carriers
- 14:00, 21 April 2020 diff hist -21 Memowriter: Sample Memo Templates →Sample memo templates current
- 14:00, 21 April 2020 diff hist 0 N File:PROPOSAL MORE MERGE CODES.rtf current
- 13:58, 21 April 2020 diff hist 0 N File:PROPOSAL LESS MERGE CODES.rtf current
- 13:40, 21 April 2020 diff hist +418 Memowriter: Sample Memo Templates →Sample memo templates
- 13:36, 21 April 2020 diff hist 0 N File:Generic Proposal - More Merge Codes.rtf current
- 13:30, 21 April 2020 diff hist 0 N File:Generic Proposal - Fewer Merge Codes.rtf current
- 20:34, 20 April 2020 diff hist +82 Certified Download Companies
- 20:30, 20 April 2020 diff hist +553 Certified Download Companies
- 15:13, 20 April 2020 diff hist +45 N Certificate of Insurance Redirected page to Forms: Certificate of Insurance current Tag: New redirect
- 15:12, 20 April 2020 diff hist +41 N Evidence of property Redirected page to Forms: Evidence of Property current Tag: New redirect
- 14:54, 20 April 2020 diff hist +15 Forms: Evidence of Property →Adding Properties with Evidence of Property Information current
- 14:22, 20 April 2020 diff hist +33 Newton User Guide →Forms current
- 14:21, 20 April 2020 diff hist +5,117 N Forms: Evidence of Property new page
- 14:20, 20 April 2020 diff hist +3 Forms: Certificate of Insurance →Batch Printing or Emailing Certificates of Insurance current
- 19:39, 17 April 2020 diff hist +60 Newton Release Notes: Spring 2020 current
- 14:54, 17 April 2020 diff hist -1 Certified Download Companies
- 14:53, 17 April 2020 diff hist +104 Certified Download Companies
- 21:47, 15 April 2020 diff hist +91 Certified Download Companies added carrier
- 15:43, 13 April 2020 diff hist +4 Certified Download Companies
- 21:18, 9 April 2020 diff hist +12 Main Page
- 21:17, 9 April 2020 diff hist +56 Newton User Guide →Accounting (Other Processes)
- 21:14, 9 April 2020 diff hist +200 Invoice Summary →Print, Email or AMI Message Delivery current
- 21:10, 9 April 2020 diff hist +8 Invoice Summary →Print or Electronic Delivery
- 21:09, 9 April 2020 diff hist -8 Invoice Summary →Print, Email or AMI Message Delivery
- 21:06, 9 April 2020 diff hist -2 Invoice Summary
- 21:04, 9 April 2020 diff hist +55 Newton Release Notes: Spring 2020 →Invoice Summary Report
- 18:42, 9 April 2020 diff hist +97 Newton Release Notes: Spring 2020 →Batch Electronic Delivery of Client Statements
- 18:40, 9 April 2020 diff hist -1 Invoice Summary
- 18:38, 9 April 2020 diff hist +5,965 N Invoice Summary Created page with "Category:Agency BillCategory:Direct BillCategory:PayablesCategory:Receivables <table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27..."
- 18:17, 9 April 2020 diff hist +5 Client Profile →Client Status (Client or Prospect) current
- 18:16, 9 April 2020 diff hist 0 N File:Setup-client-prospect-2020.png current
- 18:14, 9 April 2020 diff hist +5 Client Profile →Active Status (Active or Inactive)
- 18:14, 9 April 2020 diff hist 0 N File:Setup-client-active-2020.png current
- 18:11, 9 April 2020 diff hist +146 Client Profile →Create a Client
- 18:05, 9 April 2020 diff hist +76 Agency Profile →Accounting Setups Tab current
- 18:03, 9 April 2020 diff hist 0 N File:Setup-agency-accounting-2020.PNG current
- 18:02, 9 April 2020 diff hist 0 N File:Setup-agency-accounting-2020update.JPG current
- 17:36, 9 April 2020 diff hist +68 Newton Release Notes: Spring 2020
- 17:32, 9 April 2020 diff hist +163 Newton Release Notes: Spring 2020
- 17:28, 9 April 2020 diff hist +139 Newton Release Notes: Spring 2020 →Invoice Summary Report
- 17:25, 9 April 2020 diff hist +185 Forms: Certificate of Insurance →Batch Printing or Emailing Certificates of Insurance
- 17:16, 9 April 2020 diff hist +532 Forms: Certificate of Insurance
- 17:03, 9 April 2020 diff hist +308 Forms: Certificate of Insurance →Creating Master Certificate of Insurance
- 16:55, 9 April 2020 diff hist -123 Forms: Certificate of Insurance
- 16:27, 9 April 2020 diff hist 0 Main Page
- 16:27, 9 April 2020 diff hist -7 Events current
- 16:26, 9 April 2020 diff hist -271 Newton Release Notes: Spring 2020
- 16:25, 9 April 2020 diff hist -7 Newton Release Notes: January 2020 Changed redirect target from Newton Release Notes: First Quarter 2020 to Newton Release Notes: Spring 2020 current Tag: Redirect target changed
- 16:24, 9 April 2020 diff hist -7 Newton Release Notes: Fall 2019 Changed redirect target from Newton Release Notes: First Quarter 2020 to Newton Release Notes: Spring 2020 current Tag: Redirect target changed
- 16:23, 9 April 2020 diff hist -7 Category:Release Notes
- 16:22, 9 April 2020 diff hist +47 N Newton Release Notes: First Quarter 2020 Kcrenshaw moved page Newton Release Notes: First Quarter 2020 to Newton Release Notes: Spring 2020 current Tag: New redirect
- 16:22, 9 April 2020 diff hist 0 m Newton Release Notes: Spring 2020 Kcrenshaw moved page Newton Release Notes: First Quarter 2020 to Newton Release Notes: Spring 2020
- 20:38, 7 April 2020 diff hist +298 Certified Download Companies
- 15:37, 7 April 2020 diff hist +546 Certified Download Companies
- 15:27, 7 April 2020 diff hist +2 Certified Download Companies
- 13:32, 7 April 2020 diff hist +349 Certified Download Companies added new certified carries
- 21:01, 1 April 2020 diff hist +35 Certified Download Companies added new certified carrier
- 17:07, 24 March 2020 diff hist +28 Certified Download Companies
- 13:48, 13 March 2020 diff hist +1,740 Certified Download Companies
- 20:33, 10 March 2020 diff hist +110 Certified Download Companies added Tokio as certified carrier
- 18:17, 10 March 2020 diff hist 0 Certified Download Companies
- 18:05, 10 March 2020 diff hist +9,595 Certified Download Companies updated to add additional carriers and XML column
- 14:54, 2 March 2020 diff hist +19 Newton Release Notes: Spring 2020 →Access My Insurance - Digital Bundle
- 14:54, 2 March 2020 diff hist +330 Newton Release Notes: Spring 2020 added some info on AMI integration enhancements
- 17:20, 21 February 2020 diff hist -28 Newton Release Notes: Spring 2020 →Events
- 17:19, 21 February 2020 diff hist +11 Newton Release Notes: Spring 2020 →Events
- 17:18, 21 February 2020 diff hist -15 Events →Creating New Event: updated gif
- 17:17, 21 February 2020 diff hist 0 N File:User-Dash- Event-2212020.gif current
- 23:15, 20 February 2020 diff hist +2 Newton Release Notes: Spring 2020 corrected spacing
- 22:33, 20 February 2020 diff hist +9 Newton Release Notes: Spring 2020 →Events: updated gif
- 22:31, 20 February 2020 diff hist +9 Events →Creating New Event: uploaded new gif
- 22:30, 20 February 2020 diff hist 0 N File:User-Dash- Event-Templates-New-system-2.gif current
- 18:11, 20 February 2020 diff hist 0 N Category:Events Created blank page current
- 17:06, 20 February 2020 diff hist +20 N Event template Redirected page to Events current Tag: New redirect
- 17:03, 20 February 2020 diff hist +8 Newton Release Notes: Spring 2020 →Events
- 17:03, 20 February 2020 diff hist +17 Newton Release Notes: Spring 2020 →Events
- 16:55, 20 February 2020 diff hist +596 Newton Release Notes: Spring 2020 added events
- 16:35, 20 February 2020 diff hist -34 KB95673773 updated redirect current Tag: Redirect target changed
- 16:33, 20 February 2020 diff hist +170 Newton User Guide added events to user guide
- 16:16, 20 February 2020 diff hist +161 Events
- 16:10, 20 February 2020 diff hist +2,452 N Events events-new page
- 15:51, 20 February 2020 diff hist 0 N File:Event-Template-Select.png current
- 15:50, 20 February 2020 diff hist 0 N File:Event-Template-SaveAs.png current
- 15:22, 20 February 2020 diff hist 0 N File:User-Dash-Event-Template-Completing.png current
- 22:31, 19 February 2020 diff hist 0 N File:User-Dash-Event-No-Template.png current
- 21:55, 19 February 2020 diff hist 0 N File:User-Dash- Event-Templates-New.gif current
- 21:40, 19 February 2020 diff hist 0 N File:User-Dash- Event-Template.gif current
- 22:14, 12 February 2020 diff hist +6 m Newton Release Notes: Spring 2020
- 16:47, 30 January 2020 diff hist -50 Report: Newton Add-on Reports →Policy Reports: Premium Report: corrected
- 22:08, 13 January 2020 diff hist +172 Newton Release Notes: Spring 2020 →Misc: Added info on Lost Policies report
- 18:01, 13 January 2020 diff hist +1,119 Report: Newton Add-on Reports →Policy Reports
- 14:35, 10 January 2020 diff hist +187 Newton Release Notes: Spring 2020 →Misc: added Premium Report
- 14:31, 10 January 2020 diff hist +1,592 Report: Newton Add-on Reports →Policy Reports
- 22:19, 7 January 2020 diff hist +6 Newton Release Notes: Fall 2019 Changed redirect target from Newton Release Notes: January 2020 to Newton Release Notes: First Quarter 2020 Tag: Redirect target changed
- 22:19, 7 January 2020 diff hist +6 Category:Release Notes
- 22:18, 7 January 2020 diff hist +6 KB95673773 Changed redirect target from Newton Release Notes: January 2020 to Newton Release Notes: First Quarter 2020 Tag: Redirect target changed
- 22:17, 7 January 2020 diff hist 0 m Newton Release Notes: Spring 2020 Kcrenshaw moved page Newton Release Notes: January 2020 to Newton Release Notes: First Quarter 2020: Changing from January to First Quarter
- 22:17, 7 January 2020 diff hist +54 N Newton Release Notes: January 2020 Kcrenshaw moved page Newton Release Notes: January 2020 to Newton Release Notes: First Quarter 2020: Changing from January to First Quarter Tag: New redirect
- 15:55, 30 December 2019 diff hist +145 Newton User Guide →Accounting (Other Processes)
- 15:53, 30 December 2019 diff hist +229 Agency Bill: Adjust Client Receivable - Write Off Small Balance or Bad Debt current
- 15:51, 30 December 2019 diff hist +55 Newton User Guide →Accounting (Other Processes)
- 15:47, 30 December 2019 diff hist +108 Newton User Guide →Accounting (Other Processes)
- 15:38, 30 December 2019 diff hist +72 Newton User Guide →Accounting (Other Processes)
- 15:38, 30 December 2019 diff hist +190 Agency Bill: Adjust Client Receivable - Client Paid Carrier Direct changed category current
- 17:34, 17 December 2019 diff hist +78 Newton Release Notes: Spring 2020 →Misc
- 21:41, 2 December 2019 diff hist 0 N Category:Accounting (Other Processes) Created blank page current
- 21:39, 2 December 2019 diff hist +52 Month-End Process current
- 21:31, 2 December 2019 diff hist +3 Month-End Process →Month-End Reports
- 21:30, 2 December 2019 diff hist +1 Month-End Process →Month-End Reports
- 21:27, 2 December 2019 diff hist -5 Month-End Process →Review Month-End Reports
- 21:23, 2 December 2019 diff hist +1 Month-End Process
- 21:16, 2 December 2019 diff hist +1 Year-End current
- 21:16, 2 December 2019 diff hist -36 Year-End →Closing The Fiscal Year
- 21:14, 2 December 2019 diff hist -20 Year-End
- 21:12, 2 December 2019 diff hist +18 Year-End
- 21:09, 2 December 2019 diff hist +14 Newton User Guide →Accounting (Other Processes)
- 21:08, 2 December 2019 diff hist +229 Year-End
- 21:07, 2 December 2019 diff hist -199 Year-End
- 21:05, 2 December 2019 diff hist -14 Year-End
- 21:04, 2 December 2019 diff hist +31 Year-End
- 21:01, 2 December 2019 diff hist +23 Newton User Guide →Accounting (Other Processes)
- 21:00, 2 December 2019 diff hist +5,051 N Month-End Process Created page with "Category:Accounting (Other Processes <table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height..."
- 20:59, 2 December 2019 diff hist -36 Main Page
- 20:51, 2 December 2019 diff hist -2 Newton User Guide
- 20:50, 2 December 2019 diff hist +35 Newton User Guide
- 20:43, 2 December 2019 diff hist -11 Main Page
- 21:08, 26 November 2019 diff hist +3 Newton Release Notes: Spring 2020
- 20:56, 26 November 2019 diff hist +3 KB95673773 Changed redirect target from Newton Release Notes: Fall 2019 to Newton Release Notes: January 2020 Tag: Redirect target changed
- 20:55, 26 November 2019 diff hist +3 Category:Release Notes updated release notes month year
- 20:54, 26 November 2019 diff hist 0 m Newton Release Notes: Spring 2020 Kcrenshaw moved page Newton Release Notes: Fall 2019 to Newton Release Notes: January 2020
- 20:54, 26 November 2019 diff hist +48 N Newton Release Notes: Fall 2019 Kcrenshaw moved page Newton Release Notes: Fall 2019 to Newton Release Notes: January 2020 Tag: New redirect
- 15:56, 28 October 2019 diff hist +610 Invoice: Create An Invoice - Installment Billing →Step 1: Setup a Regular-Type Invoice for Each Installment current
- 15:56, 28 October 2019 diff hist 0 File:Regular-type-invoice-downpay.png Kcrenshaw uploaded a new version of "File:Regular-type-invoice-downpay.png" current
- 15:55, 28 October 2019 diff hist 0 File:Regular-type-invoice-install.png Kcrenshaw uploaded a new version of "File:Regular-type-invoice-install.png" current
- 15:53, 28 October 2019 diff hist 0 N File:Regular-type-invoice-install.png
- 15:53, 28 October 2019 diff hist 0 N File:Regular-type-invoice-downpay.png
- 15:50, 28 October 2019 diff hist +4 Invoice: Create An Invoice - Installment Billing →Step 1: Setup an Installment-Type Invoice
- 15:40, 28 October 2019 diff hist +513 Invoice: Create An Invoice - Installment Billing →Option (A): Create a Single Invoice with System Generated Installments
- 17:48, 25 October 2019 diff hist -641 Invoice: Create An Invoice - Installment Billing →Step 1: Setup an Installment-Type Invoice: screens need further editing / putting adding images on hold
- 17:47, 25 October 2019 diff hist +554 Invoice: Create An Invoice - Installment Billing →Option (A): Create a Single Invoice with System Generated Installments: added screen shots
- 17:45, 25 October 2019 diff hist 0 N File:Install-type-invoice-series.png current
- 17:44, 25 October 2019 diff hist 0 N File:Install-type-invoice.png current
- 14:00, 25 October 2019 diff hist +37 Newton User Guide →Forms
- 13:57, 25 October 2019 diff hist +13,685 N Forms: Certificate of Insurance Created page - Save 1
- 13:49, 25 October 2019 diff hist +54 Newton User Guide →Accounting - Invoice/Billing
- 15:50, 24 October 2019 diff hist -65 Invoice: Create An Invoice - Installment Billing →Option (A): Create a Single Invoice with System Generated Installments
- 15:45, 24 October 2019 diff hist -6 Invoice: Create An Invoice - Installment Billing →Step 1: Setup a Regular-Type Invoice for Each Installment
- 15:39, 24 October 2019 diff hist +86 Invoice: Create An Invoice - Installment Billing →Step 1: Setup a Regular-Type Invoice for Each Installment: due to INS calculations, we decided to change it to PAY instead.
- 14:42, 24 October 2019 diff hist -27 Invoice: Create An Invoice - Installment Billing →Step 1: Setup a Regular-Type Invoice for Each Installment
- 14:17, 24 October 2019 diff hist +73 Invoice: Create An Invoice - Installment Billing →Step 1: Setup an Installment-Type Invoice
- 13:33, 24 October 2019 diff hist 0 Invoice: Create An Invoice - Installment Billing corrected order to alpha
- 13:29, 24 October 2019 diff hist -2 Invoice: Create An Invoice - Installment Billing Added content above the table.
- 21:04, 23 October 2019 diff hist -7 Invoice: Create An Invoice - Installment Billing →Step 1: Setup a Regular-Type Invoice for Each Installment
- 20:59, 23 October 2019 diff hist +67 Invoice: Create An Invoice - Installment Billing Save 3 - corrected links to different section of same page
- 20:54, 23 October 2019 diff hist +76 Invoice: Create An Invoice - Installment Billing →Option (A): Create a Single Invoice with System Generated Installments
- 20:43, 23 October 2019 diff hist -2 Invoice: Create An Invoice - Installment Billing Save 2 - Correcting Redirects
- 20:40, 23 October 2019 diff hist +10,815 N Invoice: Create An Invoice - Installment Billing Created Page - Save 1 to test links
- 19:57, 11 October 2019 diff hist +81 PL Rating Integration (Vertafore) →Configure Newton Export to PL Rating
- 19:53, 11 October 2019 diff hist +9 PL Rating Integration (Vertafore) →Export a File from PL Rating -> Newton
- 19:52, 11 October 2019 diff hist +13 PL Rating Integration (Vertafore) →Export a File from PL Rating -> Newton
- 16:02, 7 August 2019 diff hist -45 Security System current
- 16:01, 7 August 2019 diff hist 0 Security System updated screen shots
- 16:01, 7 August 2019 diff hist 0 N File:Menu-setup-securitysystem.png current
- 15:59, 7 August 2019 diff hist 0 N File:Menu-setup-securitysystem-securityitem.png current
- 15:58, 7 August 2019 diff hist 0 N File:Menu-setup-securitysystem-glitems.png current
- 19:09, 24 April 2019 diff hist +3 Bank Reconcile →Process A Bank Reconcile: forgot to update 1 image
- 19:09, 24 April 2019 diff hist 0 N File:Acctg-bankrec-create-list-balance-begin.png current
- 18:31, 24 April 2019 diff hist +614 Bank Reconcile updated images, text and added details for 'select action' option under 'Other'
- 18:24, 24 April 2019 diff hist 0 N File:Acctg-bankrec-other-action.png current
- 18:12, 24 April 2019 diff hist 0 N File:Acctg-bankrec-other-defaultdates.png current
- 18:12, 24 April 2019 diff hist 0 N File:Acctg-bankrec-other.png current
- 18:12, 24 April 2019 diff hist 0 N File:Acctg-bankrec-loadinprogress-cancelconfirm.png current
- 18:11, 24 April 2019 diff hist 0 N File:Acctg-bankrec-loadinprogress-cancel.png current
- 18:11, 24 April 2019 diff hist 0 N File:Acctg-bankrec-loadinprogress.png current
- 18:11, 24 April 2019 diff hist 0 N File:Acctg-bankrec-create-list-perform.png current
- 18:11, 24 April 2019 diff hist 0 N File:Acctg-bankrec-rightclick-showjournals.png current
- 18:10, 24 April 2019 diff hist 0 N File:Acctg-bankrec-create-list-selectchecks.png current
- 18:10, 24 April 2019 diff hist 0 N File:Acctg-bankrec-create-list-onlychecks.png current
- 18:09, 24 April 2019 diff hist 0 N File:Acctg-bankrec-create-list-selectcash.png current
- 18:09, 24 April 2019 diff hist 0 N File:Acctg-bankrec-create-list-onlycash.png current
- 18:09, 24 April 2019 diff hist 0 N File:Acctg-bankrec-create-list.png current
- 18:08, 24 April 2019 diff hist 0 N File:Acctg-bankrec-create.png current
- 18:08, 24 April 2019 diff hist 0 N File:Acctg-bankrec.png current
- 20:36, 17 April 2019 diff hist +16 Producer Payables: Include Producer Commission in Payroll Check updated images
- 20:33, 17 April 2019 diff hist 0 N File:Producer-reconcilepayable-payalltrust-createdcheck.png current
- 20:33, 17 April 2019 diff hist 0 N File:Producer-reconcilepayable-payalltrust-paydetails.png
- 20:32, 17 April 2019 diff hist 0 N File:Producer-reconcilepayable-payalltrust.png current
- 20:32, 17 April 2019 diff hist 0 N File:Producer-reconcilepayable.png current
- 17:53, 17 April 2019 diff hist +104 Non-Policy Related Checks updated images current
- 17:48, 17 April 2019 diff hist 0 N File:Vendorpay-nonpolicy-template-modify.png current
- 17:48, 17 April 2019 diff hist 0 N File:Vendorpay-nonpolicy-wirecheck-save.png current
- 17:48, 17 April 2019 diff hist 0 N File:Vendorpay-nonpolicy-wirecheck-store.png current
- 17:48, 17 April 2019 diff hist 0 N File:Vendorpay-nonpolicy-wirecheck-disburse.png current
- 17:48, 17 April 2019 diff hist 0 N File:Vendorpay-nonpolicy-wirecheck.png current
- 15:37, 17 April 2019 diff hist +11 m Direct Bill: Create A Check For Return Commission current
- 15:36, 17 April 2019 diff hist -1,726 Direct Bill: Create A Check For Return Commission updated images and how to access
- 15:30, 17 April 2019 diff hist +25 Direct Bill: Create A Check For Return Commission updated images
- 15:26, 17 April 2019 diff hist 0 N File:Company-reconcile-db-nocash-transactiondetails.png current
- 15:26, 17 April 2019 diff hist 0 N File:Company-reconcile-db-nocash.png current
- 15:25, 17 April 2019 diff hist 0 N File:Download-commissiondownload-useexisting-search-check.png current
- 15:25, 17 April 2019 diff hist 0 N File:Download-commissiondownload-useexisting-check.png current
- 15:25, 17 April 2019 diff hist 0 N File:Download-commissiondownload-createcheck.png current
- 14:56, 17 April 2019 diff hist +12 Report: Check Register: Not Issued Checks (Not Yet Printed) updated images current
- 14:55, 17 April 2019 diff hist 0 N File:Reports-checkregister-notissued-preview.png current
- 14:45, 17 April 2019 diff hist 0 N File:Reports-checkregister-notissued.png current
- 14:42, 17 April 2019 diff hist +9 m Report: Check Register: Non-Policy Related Checks (Vendor Payables) updated image current
- 14:40, 17 April 2019 diff hist 0 N File:Vendor-checkreg-2130wsub.png current
- 14:04, 17 April 2019 diff hist +10 m Cash Payment Fee Wizard updated 'policy express' with 'policy dashboard' current
- 21:12, 16 April 2019 diff hist +6 Unapply Client Cash Payment From An Invoice updated 'policy express' with 'policy dashboard' current
- 21:09, 16 April 2019 diff hist +6 Invoice: Edit An Invoice updated 'policy express' to 'policy dashboard' current
- 21:08, 16 April 2019 diff hist +12 Invoice: Delete An Invoice updated 'policy express' to 'policy dashboard' current
- 21:06, 16 April 2019 diff hist +6 Invoice: Adjust Premium and Commission on Existing Invoices in Closed GL Periods updated 'policy express' to 'policy dashboard' current
- 21:05, 16 April 2019 diff hist +12 Create and Process Return Premium Invoice Due to Cancellation or Endorsement updated 'policy express' to 'policy dashboard' current
- 21:02, 16 April 2019 diff hist +6 m Client Payment: Agency Bill Cash updated 'policy express' to 'policy dashboard' current
- 20:45, 16 April 2019 diff hist -25 Invoice: Adjust Producer Payable Commission for Expenses or Deductions updated images and link to reconcile producer payables wiki current
- 20:39, 16 April 2019 diff hist 0 N File:Produce-reconcile-expense-adjust-newjournal.png current
- 20:39, 16 April 2019 diff hist 0 N File:Produce-reconcile-expense-adjust.png current
- 20:39, 16 April 2019 diff hist 0 N File:Acctg-policy&billing-findinvoice.png current
- 20:39, 16 April 2019 diff hist 0 N File:Producer-reconcile-findinvoice.png current
- 18:10, 25 March 2019 diff hist +362 Reconcile Company Receivables added images. Will wait on Mark's feedback before editing anymore current
- 17:57, 25 March 2019 diff hist 0 N File:Company-reconcileDB-other-archive.png current
- 17:57, 25 March 2019 diff hist 0 N File:Company-reconcileDB-load-inprogress.png current
- 17:57, 25 March 2019 diff hist 0 N File:Company-reconcileDB-rightclick-menu.png current
- 17:57, 25 March 2019 diff hist 0 N File:Company-reconcileDB-payall.png current
- 17:56, 25 March 2019 diff hist 0 N File:Company-reconcileDB-trandetails.png current
- 17:56, 25 March 2019 diff hist 0 N File:Company-reconcileDB-other-dates.png current
- 17:56, 25 March 2019 diff hist 0 N File:Company-reconcileDB-other.png current
- 17:56, 25 March 2019 diff hist 0 N File:Company-reconcileDB.png current
- 17:36, 25 March 2019 diff hist +5 Reconcile Company Receivables →Process a Company Receivables Reconcile
- 17:13, 25 March 2019 diff hist +281 Reconcile Company Receivables added security access
- 17:09, 25 March 2019 diff hist 0 Reconcile Producer Payables updated how to access security system only
- 17:07, 25 March 2019 diff hist -1 Reconcile Company Payables updated how to access security system only
- 17:04, 25 March 2019 diff hist -1 Reconcile Company Receivables →Process a Company Receivables Reconcile
- 16:59, 25 March 2019 diff hist +47 Reconcile Company Receivables →Start a Company Receivable Reconcile
- 16:58, 25 March 2019 diff hist +4,747 Reconcile Company Receivables created page instead of just a link to a PDF. Will add images. Will get help from Mark to add "related pages" part of the page.
- 15:48, 25 March 2019 diff hist -69 Client Tab →Policy Keyword Search: removed video
- 15:45, 25 March 2019 diff hist -60 Policy Keyword Search removed video / outdated and terrible quality current
- 15:42, 25 March 2019 diff hist +122 MyInsuranceDashboard.com Integration updated how to access / menu options
- 15:28, 25 March 2019 diff hist +59 Forms →How do I add an electronic signature to ACORD forms?: added hot key to add signature current
- 14:54, 25 March 2019 diff hist +29 Direct Bill: Create A Check For Return Commission updated how to access only / images OK
- 21:22, 22 March 2019 diff hist 0 File:Account-invoice-adjust-smallbalance.png Kcrenshaw uploaded a new version of "File:Account-invoice-adjust-smallbalance.png" current
- 21:21, 22 March 2019 diff hist 0 Agency Bill: Adjust Client Receivable - Write Off Small Balance or Bad Debt updated image
- 21:19, 22 March 2019 diff hist 0 File:Account-invoice-adjust-smallbalance.png Kcrenshaw uploaded a new version of "File:Account-invoice-adjust-smallbalance.png"
- 21:07, 22 March 2019 diff hist 0 File:Clientpay-agencybillcc-newjrnltrans.png Kcrenshaw uploaded a new version of "File:Clientpay-agencybillcc-newjrnltrans.png" current
- 20:38, 22 March 2019 diff hist 0 File:Abcom-adj-abcom-payall.png Kcrenshaw uploaded a new version of "File:Abcom-adj-abcom-payall.png" current
- 20:37, 22 March 2019 diff hist 0 File:Abcom-adj-dbcom-payall.png Kcrenshaw uploaded a new version of "File:Abcom-adj-dbcom-payall.png" current
- 20:36, 22 March 2019 diff hist +80 Agency Bill: Adjust Company Payables for Direct Bill Commission added images to reconcile sections current
- 20:31, 22 March 2019 diff hist 0 N File:Abcom-adj-abcom-paydetails.png current
- 20:29, 22 March 2019 diff hist 0 N File:Abcom-adj-abcom-payall.png
- 20:18, 22 March 2019 diff hist +80 Agency Bill: Adjust Company Payables for Direct Bill Commission →Reconciling and Paying Direct Bill Invoices: added images
- 20:17, 22 March 2019 diff hist 0 N File:Abcom-adj-dbcom-payall.png
- 20:10, 22 March 2019 diff hist 0 N File:Abcom-adj-dbcom-paydetails.png current
- 20:09, 22 March 2019 diff hist 0 File:Compayables-payadjustedinv-paydetails.png Kcrenshaw uploaded a new version of "File:Compayables-payadjustedinv-paydetails.png" current
- 18:28, 22 March 2019 diff hist -14 m Agency Bill: Adjust Company Payables for Direct Bill Commission
- 18:24, 22 March 2019 diff hist +3,504 Agency Bill: Adjust Company Payables for Direct Bill Commission created in lieu of PDF, may add reconcile screen shots later.
- 18:06, 22 March 2019 diff hist 0 N File:Abcom-adj-dbcom-existingtoAB.png current
- 18:01, 22 March 2019 diff hist 0 N File:Abcom-adj-dbcom-existingtoDB.png current
- 17:44, 22 March 2019 diff hist 0 N File:Abcom-adj-dbcom-jrnlentry.png current
- 16:52, 22 March 2019 diff hist +288 Agency Bill: Adjust Client Receivable - Client Paid Carrier Direct added images to this, corrected menu option
- 16:44, 22 March 2019 diff hist 0 File:Ab-invoiceline-adjust-newjrnl.png Kcrenshaw uploaded a new version of "File:Ab-invoiceline-adjust-newjrnl.png" current
- 16:38, 22 March 2019 diff hist 0 N File:Compayables-payadjustedinv-paydetails.png
- 16:37, 22 March 2019 diff hist 0 N File:Compayables-payadjustedinv.png current
- 16:37, 22 March 2019 diff hist 0 N File:Ab-invoiceline-adjust-existingjrnl.png current
- 16:37, 22 March 2019 diff hist 0 N File:Ab-invoiceline-adjust-newjrnl.png
- 16:37, 22 March 2019 diff hist 0 N File:Ab-invoiceline-adjust.png current
- 16:36, 22 March 2019 diff hist 0 N File:Client-accountgtab-selectABinvoice.png current
- 15:10, 22 March 2019 diff hist -27 Invoice: Edit An Invoice replaced 2 images with a single image. image after step 2, showed old toolbar
- 14:57, 22 March 2019 diff hist -63 Report: Daily Management Summary removed outdated video current
- 14:51, 22 March 2019 diff hist +11 Bank Transfer updated image current
- 14:51, 22 March 2019 diff hist 0 N File:Accounting-banktransfer.png current
- 13:48, 22 March 2019 diff hist 0 File:Setup-other-cashfee-exp-bnk-noteditable.png Kcrenshaw uploaded a new version of "File:Setup-other-cashfee-exp-bnk-noteditable.png" current
- 12:49, 22 March 2019 diff hist 0 File:Setup-other-cashfee-exp-bnk-noteditable.png Kcrenshaw uploaded a new version of "File:Setup-other-cashfee-exp-bnk-noteditable.png": Reverted to version as of 12:48, 22 March 2019
- 12:49, 22 March 2019 diff hist 0 File:Setup-other-cashfee-exp-bnk-noteditable.png Kcrenshaw uploaded a new version of "File:Setup-other-cashfee-exp-bnk-noteditable.png"
- 12:48, 22 March 2019 diff hist 0 File:Setup-other-cashfee-exp-bnk-noteditable.png Kcrenshaw uploaded a new version of "File:Setup-other-cashfee-exp-bnk-noteditable.png"
- 12:39, 22 March 2019 diff hist 0 Cash Payment Fee Wizard →Create A New Fee Wizard Template For Expense
- 21:55, 21 March 2019 diff hist +38 m SEMCAT Rating Integration current
- 21:53, 21 March 2019 diff hist +40 IBQ Rating Integration updated how to access current
- 21:50, 21 March 2019 diff hist -6 PL Rating Integration (Vertafore) updated how to access / removed image un-needed
- 21:30, 21 March 2019 diff hist -44 WinRater Rating Integration updated how to access only current
- 21:28, 21 March 2019 diff hist -44 SEMCAT Rating Integration
- 21:27, 21 March 2019 diff hist -46 SEMCAT Rating Integration updated how to access and removed image / unneeded
- 21:23, 21 March 2019 diff hist -46 IBQ Rating Integration updated how to access, and removed image (un-needed)
- 18:17, 21 March 2019 diff hist +112 Cash Payment Fee Wizard updated images and menu options
- 17:59, 21 March 2019 diff hist 0 N File:Client-payment-wiz-create-0-pay.png current
- 17:59, 21 March 2019 diff hist 0 N File:Client-create-cash-fee.png current
- 17:59, 21 March 2019 diff hist 0 N File:Client-feesetup-0-payment.png current
- 17:58, 21 March 2019 diff hist 0 N File:Client-cashfee-entry.png current
- 17:58, 21 March 2019 diff hist 0 N File:Setup-other-cashfee-exp-bnk-noteditable.png
- 17:58, 21 March 2019 diff hist 0 N File:Setup-other-cashfee-cm-ppf-noteditable.png current
- 17:57, 21 March 2019 diff hist 0 N File:Setup-other-cashfee-empty.png current
- 17:27, 21 March 2019 diff hist 0 File:Expressbill-policy-agencyfeewizard-entry.png Kcrenshaw uploaded a new version of "File:Expressbill-policy-agencyfeewizard-entry.png" current
- 17:24, 21 March 2019 diff hist +2 Unapply Client Cash Payment From An Invoice updated images
- 17:21, 21 March 2019 diff hist 0 N File:Policy&bill-payments-client-cash-view-clear-confirm.png current
- 17:21, 21 March 2019 diff hist 0 N File:Policy&bill-payments-client-cash-view-clear.png current
- 17:21, 21 March 2019 diff hist 0 N File:Policy&bill-payments-client-cash-view.png current
- 17:20, 21 March 2019 diff hist 0 N File:Policy&bill-payments-client-cash.png current
- 17:20, 21 March 2019 diff hist 0 N File:Client-invoicestab-selectinvoice.png current
- 17:19, 21 March 2019 diff hist 0 File:Client-invoicestab.png Kcrenshaw uploaded a new version of "File:Client-invoicestab.png" current
- 22:03, 20 March 2019 diff hist 0 File:Ab-returnpremium-payables-reconcile-pay.png Kcrenshaw uploaded a new version of "File:Ab-returnpremium-payables-reconcile-pay.png" current
- 22:03, 20 March 2019 diff hist +449 Create and Process Return Premium Invoice Due to Cancellation or Endorsement added images
- 21:56, 20 March 2019 diff hist 0 N File:Ab-returnpremium-receivables-reconcile-paydetails.png current
- 21:53, 20 March 2019 diff hist 0 N File:Ab-returnpremium-receivables-reconcile-pay.png current
- 21:48, 20 March 2019 diff hist 0 N File:Ab-returnpremium-receivables-reconcile.png current
- 21:44, 20 March 2019 diff hist 0 N File:Ab-returnpremium-payables-reconcile-paydetails.png current
- 21:41, 20 March 2019 diff hist 0 N File:Ab-returnpremium-payables-reconcile-pay.png
- 21:36, 20 March 2019 diff hist 0 N File:Ab-returnpremium-payables-reconcile.png current
- 21:25, 20 March 2019 diff hist 0 N File:Ab-Invoiceline-returnpremium.png current
- 20:53, 20 March 2019 diff hist +1 Report: Trial Balance updated screen shot only current
- 20:53, 20 March 2019 diff hist 0 N File:Reports-trialbalance.png current
- 20:40, 20 March 2019 diff hist -1 Report: Policy List Report: Policy Expiration List →Management Tab: removed # so the image would not be shifted right. current
- 20:38, 20 March 2019 diff hist +16 Report: Policy List Report updated screen shot only current
- 20:37, 20 March 2019 diff hist 0 N File:Reports-policylist-nofilters.png current
- 20:36, 20 March 2019 diff hist +29 Report: Policy List Report: Policies That Cancelled or Did Not Renew updated screen shot current
- 20:34, 20 March 2019 diff hist 0 N File:Reports-policylist-cancelled-notrenewed.png current
- 20:26, 20 March 2019 diff hist +1 Report: Policy List Report: Quotes Not Converted to a Policy updated screen shot current
- 20:24, 20 March 2019 diff hist 0 N File:Reports-policylist-quotesnotconverted.png current
- 20:17, 20 March 2019 diff hist 0 File:Client-policyxlist-pending.png Kcrenshaw uploaded a new version of "File:Client-policyxlist-pending.png" current
- 20:10, 20 March 2019 diff hist 0 File:Expiringpol-band-managemttab.png Kcrenshaw uploaded a new version of "File:Expiringpol-band-managemttab.png" current
- 20:00, 20 March 2019 diff hist -9 Report: Policy List Report: Policy Expiration List updated screen shots / menu options
- 19:59, 20 March 2019 diff hist 0 File:Expiringpol-band-managemttab.png Kcrenshaw uploaded a new version of "File:Expiringpol-band-managemttab.png"
- 18:27, 20 March 2019 diff hist 0 File:Expiringpol-band-managemttab.png Kcrenshaw uploaded a new version of "File:Expiringpol-band-managemttab.png"
- 18:05, 20 March 2019 diff hist 0 N File:Expiringpol-band-managemttab.png
- 18:05, 20 March 2019 diff hist 0 N File:Expiringpol-band-clientdash.png current
- 18:05, 20 March 2019 diff hist 0 N File:Client-policyxlist-allpolicies.png current
- 18:04, 20 March 2019 diff hist 0 N File:Client-policyxlist-pending.png
- 16:38, 20 March 2019 diff hist 0 File:Cc-voucher-entry1.png Kcrenshaw uploaded a new version of "File:Cc-voucher-entry1.png" current
- 15:05, 20 March 2019 diff hist +885 Credit Card Processing For Expense Entry updated screen shots, added voucher information, updated menu options, removed outdated video
- 14:55, 20 March 2019 diff hist 0 N File:Cc-gldet-bank300report.PNG current
- 14:38, 20 March 2019 diff hist 0 N File:Cc-bank300transf-gldet.PNG current
- 14:38, 20 March 2019 diff hist 0 N File:Cc-bank300transf-complete.png current
- 14:38, 20 March 2019 diff hist 0 N File:Cc-bank300transf.png current
- 14:37, 20 March 2019 diff hist 0 File:Cc-checkregbank300-report.PNG Kcrenshaw uploaded a new version of "File:Cc-checkregbank300-report.PNG" current
- 14:37, 20 March 2019 diff hist 0 N File:Cc-checkregbank300-filters.png current
- 14:36, 20 March 2019 diff hist 0 N File:Cc-bank300incexp.PNG current
- 14:36, 20 March 2019 diff hist 0 N File:Cc-checkregbank300-report.PNG
- 14:36, 20 March 2019 diff hist 0 N File:Cc-gldet-bank300filters.png current
- 14:36, 20 March 2019 diff hist 0 N File:Cc-balancesheetbank300.PNG current
- 14:35, 20 March 2019 diff hist 0 N File:Cc-voucher-createcheck2.png current
- 14:35, 20 March 2019 diff hist 0 N File:Cc-voucher-entry2.png current
- 14:35, 20 March 2019 diff hist 0 N File:Cc-voucher-createcheck.png current
- 14:34, 20 March 2019 diff hist 0 N File:Cc-voucher-entry1.png
- 14:34, 20 March 2019 diff hist 0 N File:Setup-cc-bankprofile.png current
- 14:46, 19 March 2019 diff hist 0 Reconcile Company Receivables updated PDF with newer menu options (requested by Melaine)
- 14:43, 19 March 2019 diff hist 0 N File:Reconcile Receivables from a Direct Bill Company.pdf current
- 14:00, 19 March 2019 diff hist +167 Print a Check or Range of Checks updated menu options and images current
- 13:50, 19 March 2019 diff hist 0 N File:Menu-accounting-print-checks-reprintyes.png current
- 13:50, 19 March 2019 diff hist 0 N File:Menu-accounting-print-checks-selectbank.png current
- 13:49, 19 March 2019 diff hist 0 N File:Menu-accounting-print-checks-checksok.png current
- 13:49, 19 March 2019 diff hist 0 N File:Accounting-printchecks-single.png current
- 13:49, 19 March 2019 diff hist 0 N File:Accounting-expresschecks-print.png current
- 13:48, 19 March 2019 diff hist 0 N File:Menu-accounting-print-checks-printcheckyes.png current
- 20:10, 18 March 2019 diff hist -12 Express Checks →Void, Erase, and Reissue a Check With the Same Number: initially uploaded incorrect image
- 20:09, 18 March 2019 diff hist 0 N File:Accounting-expresschecks-options-erase.png current
- 17:10, 18 March 2019 diff hist 0 Express Checks had to move the 'date' verbiage to be properly placed on the steps
- 17:03, 18 March 2019 diff hist -224 Express Checks forgot to remove outdated video
- 16:53, 18 March 2019 diff hist -10 Express Checks updated screen shots / menu options
- 16:19, 18 March 2019 diff hist 0 N File:Voidcheck-closedperiod-journalbundle2.png current
- 16:19, 18 March 2019 diff hist 0 N File:Voidcheck-closedperiod-journalbundle1.png current
- 16:18, 18 March 2019 diff hist 0 N File:Accounting-expresschecks-autonumcheck-auto.png current
- 16:18, 18 March 2019 diff hist 0 N File:Accounting-expresschecks-options-autonumber check.png current
- 16:18, 18 March 2019 diff hist 0 N File:Accounting-expresschecks-reconcile-unreconcile.png current
- 16:17, 18 March 2019 diff hist 0 N File:Accounting-expresschecks-payee-setoverride-companies.png current
- 16:17, 18 March 2019 diff hist 0 N File:Accounting-expresschecks-override-payee.png current
- 16:17, 18 March 2019 diff hist 0 N File:Accounting-expresschecks-showregister.png current
- 16:16, 18 March 2019 diff hist 0 N File:Accounting-expresschecks-search-byaccount.png current
- 16:16, 18 March 2019 diff hist 0 N File:Accounting-Expresschecks-applytransmittals-apply.png current
- 16:16, 18 March 2019 diff hist 0 N File:Accounting-expresschecks-applytransmittals-list.png current
- 16:16, 18 March 2019 diff hist 0 N File:Accounting-expresschecks-onaccount-finished.png current
- 16:15, 18 March 2019 diff hist 0 N File:Accounting-expresschecks-editdist-onaccount.png current
- 16:15, 18 March 2019 diff hist 0 N File:Accounting-Expresschecks-create-type-onaccount.png current
- 16:12, 18 March 2019 diff hist 0 N File:Accounting-expresschecks-toolbar.png current
- 16:16, 15 March 2019 diff hist +15 Talk:Voucher Transaction updated screen shots current
- 16:15, 15 March 2019 diff hist 0 N File:Vendor-voucher-misc-pay-override.png current
- 16:15, 15 March 2019 diff hist 0 N File:Vendor-voucher-misc.png current
- 16:00, 15 March 2019 diff hist +14 Voucher Transaction: Sample Voucher Templates updated screen images to the same as ones on the 'voucher transaction' wiki
- 15:55, 15 March 2019 diff hist +63 Voucher Transaction updated menu options and screen shots
- 15:44, 15 March 2019 diff hist 0 N File:Vendor-voucher-pay-multiple.png current
- 15:43, 15 March 2019 diff hist 0 N File:Vendor-voucher-pay-now.png current
- 15:43, 15 March 2019 diff hist 0 N File:Vendor-voucher-pay.png current
- 15:43, 15 March 2019 diff hist 0 N File:Vendor-voucher-create-template-use.png current
- 15:43, 15 March 2019 diff hist 0 N File:Vendor-voucher-create-template.png current
- 15:43, 15 March 2019 diff hist 0 N File:Vendor-voucher-create.png current
- 15:42, 15 March 2019 diff hist 0 N File:Vendor-voucher-create-glfilter.png current
- 15:42, 15 March 2019 diff hist 0 N File:Vendor-voucher-toolbar.png current
- 13:46, 15 March 2019 diff hist +1 Process Daily Cash Deposits With Cash On-Hand Account →Using the Bank Deposit Wizard: updated screen shot current
- 13:46, 15 March 2019 diff hist 0 N File:Accounting-bankdeposit-selectedlist1.png current
- 13:45, 15 March 2019 diff hist 0 File:Accounting-bankdeposit-selectedlist.png Kcrenshaw uploaded a new version of "File:Accounting-bankdeposit-selectedlist.png" current
- 13:41, 15 March 2019 diff hist 0 File:Accounting-bankdeposit-selectedlist.png Kcrenshaw uploaded a new version of "File:Accounting-bankdeposit-selectedlist.png": Reverted to version as of 13:40, 15 March 2019
- 13:41, 15 March 2019 diff hist 0 File:Accounting-bankdeposit-selectedlist.png Kcrenshaw uploaded a new version of "File:Accounting-bankdeposit-selectedlist.png"
- 13:40, 15 March 2019 diff hist 0 File:Accounting-bankdeposit-selectedlist.png Kcrenshaw uploaded a new version of "File:Accounting-bankdeposit-selectedlist.png"
- 20:59, 14 March 2019 diff hist +116 Report: Cash Deposit Report →Cash Amt vs. Chk Amt: updated check # shortcuts current
- 20:48, 14 March 2019 diff hist +86 Process Daily Cash Deposits With Cash On-Hand Account removed old video, updated screen caps & menu options.
- 20:13, 14 March 2019 diff hist 0 N File:Accounting-bankdeposit-bankrec.png current
- 20:13, 14 March 2019 diff hist 0 N File:Accounting-bankdeposit-reportdetails.png current
- 20:12, 14 March 2019 diff hist 0 N File:Accounting-bankdeposit-transferdetails.png current
- 20:12, 14 March 2019 diff hist 0 N File:Accounting-bankdeposit-selectedlist.png
- 20:12, 14 March 2019 diff hist 0 N File:Accounting-bankdeposit.png current
- 15:05, 14 March 2019 diff hist +8 Direct Bill: Record Commissions By Company Without Invoicing updated how to access and screen shots current
- 15:00, 14 March 2019 diff hist 0 N File:Gl-reportsgldetail-cmbycomp.png current
- 14:59, 14 March 2019 diff hist 0 N File:Company-cashtrans-cmbycomp.png current
- 14:59, 14 March 2019 diff hist 0 N File:Setup-gl-cmbycomp.png current
- 14:48, 14 March 2019 diff hist +11 Client Payment: Direct Bill Cash Transmittal (Non Deposited) updated how to access and screen shots current
- 14:45, 14 March 2019 diff hist 0 N File:Clientpayment-transmittal-nondepositedcash.png current
- 14:40, 14 March 2019 diff hist +111 Client Payment: Agency Bill Credit Card updated images / added snip of GL detail for reference current
- 14:38, 14 March 2019 diff hist 0 N File:Clientpay-agencybillcc-newjrnltrans.png
- 14:35, 14 March 2019 diff hist 0 File:Clientpayment-agencybillcc-newjournaltrans.png Kcrenshaw uploaded a new version of "File:Clientpayment-agencybillcc-newjournaltrans.png" current
- 14:30, 14 March 2019 diff hist 0 N File:Clientpayment-agencybillcc-ccbankGLdetail.png current
- 14:30, 14 March 2019 diff hist 0 N File:Clientpayment-agencybillcc-journalregrep.png current
- 14:29, 14 March 2019 diff hist 0 N File:Clientpayment-agencybillcc-newjournaltrans.png
- 14:29, 14 March 2019 diff hist 0 N File:Clientpayment-agencybillcc-ccbanktransfer.png current
- 14:29, 14 March 2019 diff hist 0 N File:Clientpayment-agencybillcc-createnewcash.png current
- 14:28, 14 March 2019 diff hist 0 N File:Clientpayment-agencybillcc-createnewbank.png current
- 13:50, 14 March 2019 diff hist -52 Bank Transfer removed outdated video
- 22:26, 13 March 2019 diff hist -1 m Direct Bill: Pay Company On Behalf Of Client corrected punctuation current
- 22:23, 13 March 2019 diff hist +3 Direct Bill: Pay Company On Behalf Of Client updated menu options and screen shots
- 22:16, 13 March 2019 diff hist 0 N File:Cltexp-accounting-onaccount-checkonly.png current
- 22:16, 13 March 2019 diff hist 0 N File:Payment-db-attachpay-createcheck-clientbehalf-amount.png current
- 22:15, 13 March 2019 diff hist 0 N File:Payment-db-attachpay-cashfor0.png current
- 21:51, 13 March 2019 diff hist +2 m Invoice: Adjust Producer Payable Commission for Expenses or Deductions updated express billing to policy&billing only
- 20:46, 13 March 2019 diff hist +1 Agency Bill: Adjust Client Receivable - Write Off Small Balance or Bad Debt updated express billing to policy&billing
- 20:43, 13 March 2019 diff hist +2 m Agency Bill: Adjust Client Receivable - Client Paid Carrier Direct updated express billing to policy & billing only
- 20:33, 13 March 2019 diff hist -38 Client Payment: Direct Bill Cash Transmittal removed video, updated how to access and screen shots current
- 20:32, 13 March 2019 diff hist 0 N File:Payment-db-clientpay-createcash-2019.png current
- 20:24, 13 March 2019 diff hist 0 N File:Payment-db-attachpay-createwirecheck-details.png current
- 20:24, 13 March 2019 diff hist 0 N File:Payment-db-attachpay-createcheckyes.png current
- 17:51, 13 March 2019 diff hist -95 Client Payment: Agency Bill Cash removed video, updated menu options and screen shots
- 17:44, 13 March 2019 diff hist 0 N File:Clienttab-accounting-cash-onaccountpay-collapsed.png current
- 17:29, 13 March 2019 diff hist 0 N File:Clientdash-createitem-payment.png current
- 17:04, 13 March 2019 diff hist 0 N File:Clienttab-accounting-cash-onaccountpay.png current
- 17:02, 13 March 2019 diff hist 0 N File:Policyexpress-createclientpayment.png current
- 16:59, 13 March 2019 diff hist 0 N File:Cltexp-account-reconcilereceivables-payall.png current
- 16:58, 13 March 2019 diff hist 0 N File:Cltexp-account-reconcile-cashdetails.png current
- 16:55, 13 March 2019 diff hist 0 N File:Clienttab-accounting-reconcile-invdates.png current
- 16:54, 13 March 2019 diff hist 0 N File:Clienttab-accounting-reconcilereceivables.png current
- 16:52, 13 March 2019 diff hist 0 N File:Cltexp-accounting-attachpay-createcash.png current
- 16:47, 13 March 2019 diff hist 0 N File:Client-accountingtab-attachcashtoinv.png current
- 16:46, 13 March 2019 diff hist 0 N File:Client-accountingtab.png current
- 15:06, 13 March 2019 diff hist +216 Invoice: Delete An Invoice updated images and menu options
- 15:00, 13 March 2019 diff hist 0 N File:Policy&bill-notonfile-admin-attachunattach-number.png current
- 14:59, 13 March 2019 diff hist 0 N File:Policy&bill-notonfile-admin-attachunattach.png current
- 14:54, 13 March 2019 diff hist 0 N File:Policy&bill-notonfile-alreadyinvoiced.png current
- 14:53, 13 March 2019 diff hist 0 N File:Policy&bill-notonfile-notinvoiced.png current
- 14:51, 13 March 2019 diff hist 0 N File:Policy&bill-notonfile.png current
- 14:47, 13 March 2019 diff hist -1 Unapply Client Cash Payment From An Invoice →Unapply Client Cash Payment From An Invoice: changed 'view payments' to 'view balance'
- 14:40, 13 March 2019 diff hist 0 N File:Policy&billing-invoice-delete.png current
- 14:39, 13 March 2019 diff hist 0 N File:Client-invoicestab-select.png current
- 14:37, 13 March 2019 diff hist 0 N File:Client-invoicestab.png
- 16:55, 12 March 2019 diff hist -88 Apply Client Cash Balance to an Invoice removed video / outdated current
- 16:53, 12 March 2019 diff hist -88 Unapply Client Cash Payment From An Invoice removed outdated video
- 16:43, 12 March 2019 diff hist -110 Invoice: Adjust Premium and Commission on Existing Invoices in Closed GL Periods removed outdated video
- 21:51, 11 March 2019 diff hist -3 m Invoice: Edit An Invoice →Identify the Attached Accounting Transactions
- 21:26, 11 March 2019 diff hist +1 m Invoice: Edit An Invoice
- 21:23, 11 March 2019 diff hist -184 Invoice: Adjust Premium and Commission on Existing Invoices in Closed GL Periods updated how to access / steps and screen shots
- 21:11, 11 March 2019 diff hist 0 N File:Reconpay-adjustinv-donottiecomplete.png current
- 21:07, 11 March 2019 diff hist 0 N File:Reconpay-adjustinv.png current
- 21:03, 11 March 2019 diff hist 0 N File:Expbill-inv-agencycommonly.png current
- 21:02, 11 March 2019 diff hist 0 N File:Expbill-policy-newtransaction.png current
- 20:22, 11 March 2019 diff hist +5 Invoice: Edit An Invoice updated EB to P&B
- 20:19, 11 March 2019 diff hist +1 Cash Payment Fee Wizard →How To Add A Fee To A Cash Payment: updated EB to P&B
- 20:18, 11 March 2019 diff hist +1 Agency Fee Wizard →Delete an Agency Fee Invoice current
- 20:15, 11 March 2019 diff hist +3 Unapply Client Cash Payment From An Invoice updated EB to P&B
- 20:11, 11 March 2019 diff hist +2 Apply Client Cash Balance to an Invoice After testing to make sure it worked, updated 'Express Billing' to Policy&Billing
- 18:30, 11 March 2019 diff hist +11 Invoice: Edit An Invoice →Identify the Attached Accounting Transactions
- 18:29, 11 March 2019 diff hist 0 N File:Invoice-itemsattached-reconciled.png current
- 18:07, 11 March 2019 diff hist +30 Clear Offsetting Client Invoice Amounts From Account Tab updated how to access / screen shots current
- 18:00, 11 March 2019 diff hist 0 N File:Cltexp-accounting-offset-0cash-pay-confirm0.png current
- 17:59, 11 March 2019 diff hist 0 N File:Cltexp-accounting-offset-0cash-pay.png current
- 17:58, 11 March 2019 diff hist 0 N File:Cltexp-accounting-offset-0cash.png current
- 17:57, 11 March 2019 diff hist 0 N File:Cltexp-accounting-reconcile-dates.png current
- 17:56, 11 March 2019 diff hist 0 N File:Cltexp-accounting-offset.png current
- 17:20, 11 March 2019 diff hist -30 Apply Client Cash Balance to an Invoice update options and screen shots
- 17:19, 11 March 2019 diff hist 0 N File:Client-accountgtab-reconcilewithcsh.png current
- 17:10, 11 March 2019 diff hist 0 N File:Cltexp-accounting-reconcile-payall.png current
- 17:09, 11 March 2019 diff hist 0 N File:Clienttab-accountg-reconcilewithcsh.png current
- 17:07, 11 March 2019 diff hist 0 N File:Clienttab-accounting-reconcilewithcsh.png current
- 17:06, 11 March 2019 diff hist 0 N File:Clienttab-accounting-cashand2invoices.png current
- 17:05, 11 March 2019 diff hist 0 N File:Expressbillg-attachcash-find.png current
- 17:04, 11 March 2019 diff hist 0 N File:Clienttab-acctg-cashandsingleinvoice.png current
- 17:03, 11 March 2019 diff hist 0 N File:Clienttab-acctg.png current