To delete an existing template, select the fee name from the drop-down and select Delete. To edit an existing template, select the fee name from the drop-down to make changes.
CCGEN 2014 CODE
The Sub Producer code will default to the current policy sub-producer unless a specific code is selected.Enter a producer commission percentage if desired. The Producer code will default to the current policy producer unless a specific code is selected.If Editable is selected, the amount can be altered when a fee is entered. The income can be optionally moved to a separate GL account. A portion of the invoice can be optionally split with a producer and/or sub-producer. Income: Records the entire receivable as GL 4110 (Agency Bill income). (Select Profiles -> Class to create a new code) Select the fee invoice line Class code.(Select Profiles -> Transaction to create a new code) Select the fee invoice line Transaction code.The available fee profiles are configured by selecting Profiles -> Payment Fee Setup.Ĭreate A New Fee Wizard Template For Income Multiple user-defined templates can be used for the same transaction creating a quick-and-easy process, with the complex adjustments automated in the background.Īccess to the payment fee setup screen requires the operator to have Security System -> AR -> Late Charge Setups -> Read & Entry access. The new cash payment fee wizard allows the operator to easily add multiple fees while taking a direct payment. 7.7.1 Changing A Policy Number Performance.6.2 Selecting a Forms Signature / Cash Receipt Signature.4.3.3 Creating and Updating Form Bundles with Automated Procedures.4.3.2 Adding Schedule Items To A Form Bundle.4.2.2 ACORD 50-NJ Insurance Identification Card.3.4 Client Explorer Options: Email Options Tab.3.3 Email Performance With Microsoft Exchange.3.1.2 Email Signature and Font Enhancements.3.1.1 Email From Multiple Outlook Accounts.
CCGEN 2014 DOWNLOAD
2.2.1.3 Multi-Line Invoice Results After Processing.2.2.1.2 Commission Download Notes and Errors.2.2.1.1 Requirements to Combine Invoice Lines.1.2.1 Which Policy Sequence Is Saved To The Cash Receipt?.
CCGEN 2014 HOW TO
A Form Bundle provides a clear management tool designed specifically, but not limited to commercial lines accounts that do not offer risk download.ĭirect Bill Commission Download can now create multi-line invoices, create adjustments to direct bill commission on-the-fly, and create checks for return commission. A Form Bundle allows the user to group ACORD forms, vehicles, properties, drivers, or equipment, specific to a policy transaction. Multiple user-defined templates can be used for the same transaction creating a quick-and-easy process, with the complex adjustments automated in the background.Ī major revision to forms management is now available called Form Bundles. A new cash payment fee wizard has been added which allows the operator to easily add multiple fees while taking a payment.
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