Training 6: 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

Related Categories

Training Guides

Wiki Pages

• Adjustment
• Bank Transfer
• Cash
• Checks
• Client Payment
• Direct Bill: Commission Statement Processing

  Commission Download

  Commission Builder

• Express Checks
• Invoice (Agency Bill or Direct Bill)

  Invoice: Create An Invoice

  Invoice: Edit An Invoice

  Invoice: Delete An Invoice

  Invoice: Adjust An Invoice

• Journal Transaction (Category)

  Journal Entry

• Month-End

  Bank Reconcile

• Payables

  Company Payables

  Producer Payables

  Vendor Payables

• Receivables
• Reports (All)

  Training 7: Management

External Pages

For MGAs / Brokers:

Return to Premium Finance Company - MGA/GA Agency.pdf

Reconcile Agent Receivables.pdf