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…
