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Overview:The report generated using the following steps will provide a listing of Canceled Invoices and display the Invoice Amount, Agency Commission, and Producer Commission. Process: From Client Explorer select AP | Invoice Query. Press the CTRL + A to access the Advanced Query. Select Perform an advanced query and Next.…
Overview:The claims reports feature uses claim, policy and invoice data to generate reports to show loss ratio, loss history and reserve amounts. Report filter settings give the operator the ability generate reports with a variety of options. These reports are useful when claim history is needed before placing the coverage…
Overview:Sales analysis reports are set to run either by the fiscal date (which you might have chosen when you set your agency up) or by calendar date (January). To see a true yearly report (From the opening of the month one year ago today to the closing of last month)…
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Overview: The procedure below outlines the various History Report options in Agency Systems.   Before You Begin: History reports are based on client and policy activity items saved in Agency Systems.  Activity items can be generated manually, or automatically based on the history recording levels established in Agency Systems.  See…
Overview:This procedure will show how to get a report of invoices paid from with a reconciliation. This would include reconciliations performed for Client Receivables, Company Receivables, Company Payables, and Producer Payables.   Before You Begin: The reconciliation processes performed under the A/R, Reconcile Receivables and A/P, Reconcile Payables creates an…
Overview:This document provides details for running the automatic month-end reports, a worksheet to verify the general ledger is in balance for the month, and instructions for running the client/agent statements. It is recommended that the Open/Close process be done before printing and verifying reports. Note: If a prior general ledger…

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