Newton News – Server 2003 Support – Video: Bank Deposit – From The Forum

Windows Server 2003 Support

Microsoft Support is ending July 14, 2015 for all versions of Windows Server 2003.

What does end of support mean for you?

After July 14, Microsoft will no longer issue security updates for any version of Windows Server 2003. If you are still running Windows Server 2003 in your agency, you need to take steps now to plan and execute a migration strategy to protect your infrastructure.

See: Agency Systems Hardware Recommendations

If you are upgrading from a legacy version of Windows Server, you may also need to upgrade the pervasive database with the purchase of a new server.

See: Pervasive Compatibility Chart


Video: Create Daily Bank Deposit

This video outlines the day-to-day process of accepting cash and check transactions, and creating a single daily deposit in Newton by Agency Systems.

Any cash and check transactions received in person are entered into a cash on-hand bank account. The bank account represents any money received by the agency that has not been deposited at the bank.

Video: Click here to view


My Newton Campus – Community Forum

All Agency Systems customers are invited to join the My Newton Campus user community forum. The forum will allow your agency to interact with both the Newton community, and with the Newton support staff in a number of different ways.

Featured Content From The Forum:

Click here to register for the forum in order to access the content listed below:


Newton News Registration

To receive the email newsletter automatically, click the link below:
http://www.agencysystems.com/Newsletter/newsreg.html

Daily Bank Deposit With Cash On-Hand Account

This video outlines the day-to-day process of accepting cash and check transactions, and creating a single daily deposit in Newton by Agency Systems

Any cash and check transactions received in person are entered into a cash on-hand bank account. The bank account represents any money received by the agency that has not been deposited at the bank. Any electronic funds (EFT) are automatically posted directly to the operating bank account.

NewtonWikiLogo Visit the Newton Wiki for additional details


Newton News – Forum Email Notifications – Marketing by Age – Creating Checks

My Newton Campus – Community Forum

All Agency Systems customers are invited to join the My Newton Campus user community forum. The forum will allow your agency to interact with both the Newton community, and with the Newton support staff in a number of different ways.

Featured Content From The Forum:

Click here to register for the forum in order to access the content listed below:


Our Homepage Has Been Updated

We are proud to announce the updated version of our Agency Systems home page. All of the Agency Systems online resources now share a familiar layout that is easy to navigate both on the desktop or on your mobile device.

Visit our family of online resources with the links below:


Reminder: Software Update Now Available

The November 2014 version of Newton by Agency Systems is now available.

The update contains many new enhancements fully outlined in the release notes link below.

Highlighted Features:

  • Activity Types and Filters
  • Attachment Types, Tags and Filters
  • Related Clients and Client Contact Copy
  • Parent / Sub-Company and Billing Company Columns
  • Updated ACORD Forms and Automatic Current Form Date
  • Batch Reconcile Company and Producer Payables
  • Bank Deposit Wizard
  • Operator-Specific Interface Options and Preferences

Click here to learn more and request the update.


Newton News Registration

To receive the email newsletter automatically, click the link below:
http://www.agencysystems.com/Newsletter/newsreg.html

Usability Options For Agency Systems

This video outlines the process of adjusting a number of usability settings both inside and outside of Agency Systems.

The video contains four settings:

  • Lowering the Microsoft Windows display resolution to increase text size.
  • Adjusting the Microsoft Windows taskbar to increase efficiently switching between windows.
  • Adjusting the information band font size within Agency Systems. (Requires November 2014 release)
  • Adjusting the dashboard preview pane position and font size.

NewtonWikiLogo Visit the Newton Wiki for additional details


November 2014 Software Update Now Available

The next version of Newton by Agency Systems is now available.

Highlighted Features:

  • Activity Types and Filters
  • Attachment Types, Tags and Filters
  • Related Clients and Client Contact Copy
  • Parent / Sub-Company and Billing Company Columns
  • Updated ACORD Forms and Automatic Current Form Date
  • Batch Reconcile Company and Producer Payables
  • Bank Deposit Wizard
  • Operator-Specific Interface Options and Preferences

NewtonWikiLogo Visit the Newton Wiki for additional details

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 values are entered incorrectly, and need to be adjusted, but the original invoice is in a closed general ledger period.

Adjustments can be created with standalone invoices, or on-the-fly through reconcile.

NewtonWikiLogo Visit the Newton Wiki for additional details


Video: Adjust Premium and Commission on Existing Invoices in Closed GL Periods

Using Credit Cards to Enter Expense Transactions

All non-policy related expense transactions are recorded as wire or regular checks using the Non-Policy Related Checks interface.

The interface supports multiple General Ledger Profile expense entries per transaction. The checks are all recorded under GL 2130: Vendor Payables. When a transaction is recorded, the debit is recorded against the entered Bank Profile, which can be a bank account, or an alternate bank account such as a credit card.

The only difference between writing a physical check, or using a credit card, is the Bank Profile code used for the individual transactions.

NewtonWikiLogo Visit the Newton Wiki for additional details


Video: Using Credit Cards to Enter Expense Transactions

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 carrier matching the transmittal cash.

If your Agency also charges a fee for processing direct bill payments, use the Cash Payment Fee Wizard to generate the fee invoice with the cash payment on-the-fly.

NewtonWikiLogo Visit the Newton Wiki for additional details


Video: Client Payment Processing for Direct Bill Policies: Cash Transmittal

Publish ACORD Forms and Attachments to MyInsuranceDashboard Using Batch Print

Batch Print is a powerful feature that allows you to group Memos, ACORD Forms, and other Attachments together.  The selected items can be sent in batch to the printer, fax printer, output as a .PDF, published to MyInsuranceDashboard, or sent as an attachment in an email message.

Batch print can be opened from a number of locations and will always be associated with the selected Policy or Quote number.

Selecting the Publish to MyInsuranceDashboard option will upload the documents to MyInsuranceDashboard as a .PDF package. If attachments are included in the selection, the items are published individually from the combined .PDF package.

NewtonWikiLogo Visit the Newton Wiki for additional details


Video: MyInsuranceDashboard and Batch Print