Accounting
This page has moved: http://wiki.agencysystems.com/wiki/Agency_Bill:_Adjust_Client_Receivable_-_Client_Paid_Carrier_Direct
This page has moved: http://wiki.agencysystems.com/wiki/Direct_Bill:_Adjust_Commission_for_Fees_or_Agency_Bill_Payable
Overview: This procedure is used to reduce/increase the producer commission for non-invoiced reasons, such as cell phone expenses or health insurance premiums. Before You Begin:An invoice must be created with a producer payable balance.  Click here for information on creating an invoice, and here for information on Reconcile Payables ->…
This page has moved: http://wiki.agencysystems.com/wiki/Category:Agency_Bill
This page has moved: http://wiki.agencysystems.com/wiki/Agency_Fee_Wizard
Overview:The following procedure is recommended when a cash transaction has an unapplied amount and the operator wants to apply that amount in whole or part to a specific invoice transaction. Before you Begin: To unapply a cash payment from an invoice, see Unapply Cash Payment from an invoice. Click the…
Overview:This procedure will assist the operator with attaching an existing journal transaction posted to 1120, 2110, 1130 or 2120 to an invoice transaction. This will apply the full amount of the journal transaction to the selected invoice. Process:How to Attach Make note of the journal entry number assigned by the…
Overview: Save time by reconciling both cash and checks in one simple procedure. This option allows you to group cash transactions to match deposit reports; keeps a running total of reconciled items, both cash and checks; and allows you to enter the balance from your bank statement to compare to…
This page has moved: http://wiki.agencysystems.com/wiki/Bank_Transfer
This page has moved: http://wiki.agencysystems.com/wiki/Beginning_Balances

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