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 […]
Introducing Voucher Invoices
Expense accounting with Newton by Agency Systems has been revamped this year by introducing voucher invoices – a simple and user-friendly way to track and pay a variety of agency […]
Client Payment Processing for Agency Bill Policies
This video outlines the process of taking a client payment on an Agency Bill policy for a single invoice, multiple invoices, or Agency Bill items without an outstanding invoice. Visit […]
Adjust Premium and Commission on Existing Invoices in Closed GL Periods
When an invoice is entered, multiple receivables and payables are created based on the invoice type, and the amount of agency and producer commission. Sometimes, one or more of the […]
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 […]
An agency management system you can control
Ready to learn more? We are available to share how our products can simplify your business.
