Newton News – Enhanced User Interface – Introducing Voucher Invoices

Enhanced User Interface

Newton by Agency Systems now features an enhanced user interface providing additional customization, flexibility, and control for the primary data dashboards.

The changes include an enhanced tabbed interface allowing users the ability to control the number of active tabs, similar to those tabs used in your web browser. In addition to the Client and Company Tab changes, the new Policy Express dashboard and Diary windows now open as full screen tabs.

Continue reading on mynewtoncampus.com…


Introducing Voucher Invoices

Expense accounting with Newton by Agency Systems has been revamped by introducing voucher invoices – a simple, user-friendly way to track and pay a variety of agency bills and expenditures.

A voucher is a non-policy related invoice with expense distributions, typically recorded to the “vendor payable” general ledger account.

Continue reading on mynewtoncampus.com…


Industry News – QQ Solutions Management Software Vendor Acquired

In the industry news, you may have heard yet another software vendor has been acquired by AMS Vertafore.

In the press release it is pointed out “the product support model” of QQ Solutions will not change “at this time”.

We wish the agencies using QQ Solutions only the best.


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

Enhanced Tabbed Interface

Newton by Agency Systems now features an enhanced tabbed interface providing additional customization, flexibility, and control for the primary data dashboards.

The primary navigation for Newton by Agency Systems has contained a number of static navigation tabs for many years.  Over time the capabilities for each of the tabs have been enhanced, but the same static number of tabs has remained constant.

Many tabs contained sub-tabs to separate different data views, such as expired policies, accounting, attachments, and download. The sub-tabs have been located at the bottom of the primary tabs, and have often displayed information in a more basic list view compared to the comprehensive band view available on the primary tabs.


Customized Tab Count

The enhanced tabbed interface provides users with the ability to control the number of active tabs, similar to tabs in a web browser. In addition to the Client and Company Tab changes, the new Policy Express dashboard and Diary windows now open as full screen tabs.

Clientexplorer-toptabs

More than four Client Tabs can now be opened simultaneously, or closed entirely when finished.

Clientbasic-topsummary

The updated Company Tab can be opened and closed just like the Client Tab, with multiple company tabs allowed at once for the first time.

Company-topsummary

A new Vendor Tab is also available for the first time, with the same customization options available to the Company and Client Tabs.

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Easier to Access Sub-Tabs

The Client, Policy Express, Company, Vendor and Management Tabs each contain sub-tabs that are now easier to access. The sub-tabs have been moved universally to the top of the screen, providing a consistent and efficient way to switch between the different data categories.

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A new consolidated Vendor sub-tab is now available within the Management Tab.

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NewtonWikiLogo Visit the Newton Wiki for additional details


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.

Click here to access the My Newton Campus user community forum.

Not a member? Click here to register for the forum.


Newton News

The enhanced tabbed interface will be included with the next update to Newton. Update availability will be announced in our Newton News email newsletter, and on the My Newton Campus blog.

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

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 bills and expenditures.


Creating a Voucher

A voucher is a non-policy related invoice with expense distributions, typically recorded to the “vendor payable” general ledger account. Entering the distributions for a vendor payable invoice has never been easier. The universal drop-down lists used to select general ledger accounts do not require any knowledge of existing general ledger codes.  Simply enter the name of the account, and the drop-down list will automatically filter and display the items with partial or complete matches.

Voucher-create-glfilter


Paying a Voucher

Voucher invoices are created when an expense is received, and can be paid immediately or at a later date.

Voucher-pay

Since the payment is now separated from the expense entry, multiple voucher invoices can be paid with a single EFT or printable check. This enables an unlimited number of expense distributions and voucher invoice descriptions to be included with a single entry.

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Using a Voucher Template

Voucher templates simplify recurring expense entries, and are now more efficient and easier to update on-the-fly. After a template has been created, just enter a vendor code and select the saved voucher template from the next drop-down list.

Voucher-create-template-use

After selecting the template, all of the stored general ledger distributions and amounts will display. To update a value, simply change the dollar amount – no need to re-enter any of the values for that expense.

NewtonWikiLogo Visit the Newton Wiki for additional details


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.

Click here to access the My Newton Campus user community forum.

Not a member? Click here to register for the forum.


Newton News

Voucher invoices will be included with the next update to Newton. Update availability will be announced in our Newton News email newsletter, and on the My Newton Campus blog.

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

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