Table of Contents

Personal Lines Section

Commercial
Section

Accounting Section

Policy Issuance Section

Section 5        ACCOUNTING

  Accounting Set-Up Steps 1-5   Accounts Current
  Accounting Menu Definitions   Producer Compensation
   Invoicing   Direct Bill Invoicing
  Pre-Bill Invoicing   Bank Reconciliation
  Installment Invoices   Company Information
  Ledger Card   Producer Information
  How to Print Client Statements   Accounting Report Definitions
  Posting Cash Receipts to Trust Account
  Posting Cash Receipts to Operating   Month End Closing
  Trust Payables   Year End Closing
  Operating Payables   Adding Interest to Past Due Accounts.
  Reoccurring Payables   Applying Interest to Accounts
  Journal Entries   Management Reports
  Vendors