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Showing articles from reconciliation tag

Employee Commissions Announcement

Announcement time!  Employee Commissions is now available. How Employee Commission works * Create Roles and assign them to your employees/platform users in the admin module. * Create the Commission Agreements. * Assign the Commission Agreements to your employee/platform user’s profile. * Assign policy sales …

Manual Product - Accounts Payable reconciliation

For the insurers that you have manual product policies for, there will be a slight difference to the insurer statement reconciliation process (Accounts Payable). The process can still be completed in black, like the usual, however the + Add New Statement feature is not going to function.  This is because the s…

Insurer Statement Report

NEW: Insurer Statement You can now access the Insurer /  Broker Statement from within the insights module. Here is a quick recording of where to access this report: Insurer Statement Report . (The recording has no sound). Go to insights, select Reports and then choose the Financials section.  There is a re…

Accounts Payable reconciliation

Accounts Payable Reconciliation * From the black module, select the Reconciliation Icon. * Under the section of Accounts Payable, you select Go to Accounts. The Reconciliation screen consists of 4 stages: * Statements * Active * Completed, not paid * Paid. As you work through the process…

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