Newton Summer 2018 Update Release Preview
The Newton Summer 2018 Update is the next major version of Newton by Agency Systems. The update enhances critical portions of Newton such as Download, Email, Activity, Forms, Accounting, and […]
Automatically Create Trust Accounting Reports
The reconciliation functions in Newton provide the ability to generate reports from the archive of processed items. The reconciliation functions can also be configured to automatically create and store .PDF copies of […]
Client Payment Processing for Direct Bill Policies: Cash Transmittal
This procedure outlines how to receive a client payment on a direct bill policy. This single process will create a cash receipt, and create a check to the direct bill […]
Create and Process Return Premium Invoice
Cancelling an Agency Bill policy involves: Processing the policy cancellation Creating the cancellation invoice Receiving the return payment from the company Issuing the return premium check to the client Although […]
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