Note: You must have authority to access the Accounting button.
On the Home Page, the Accounting menu option provides the following:
Agency Activity Screen: Opens the Agency Activity screen. Displays account activity for a specific agency. It also allows you to perform an adjustment to reverse a posted agency receipt, post an NSF adjustment to a receipt or apply an NSF Fee to an agency.
Agency Bill Activity: This allows users to view agency billing information by Bill Method (Agency or Direct Bill) and statement date.
Agency Payments: Opens the Agency Payments screen; used to record commission payments to an agent.
Agency Receipts: Opens the Agency Receipts screen; used to record payments received from an agency.
Batch Waive: Opens the Batch Waive screen; Used to waive outstanding balances on canceled or non-renewed policies.
Policy Payments: Opens the Cash Entry - Policy screen. This is used to add and post Cash Receipts in a "batch."
Suspense Account Payments: Opens the Suspense Account payment and adjustments screen. You may use this to apply payments to an account that is not linked to a policy.