Agency Bill Accounting - Start to Finish

 

Target Audience: Accounting

Presenter: Sue Good

 

Sue Good is passionate about helping agencies learn to use their management system effectively and efficiently.  With over 30 years in insurance and accounting, Sue’s experience guides agencies to understand and appreciate how data integrity is critical to providing the information needed by staff to service clients effectively, and by agency owners to manage and grow their business.

 

 

Complete Series

 

 

You may register for individual classes below for $59.00* each or you can click the registration button above and receive the ASCnet Series Discount for $109.00*

 

_{*Prices listed are ASCnet Member rates}

 

---

 

Webinar 1:

Part 1 - Overview, Invoicing and Applying Customer Payments

 

February 4th at 2:00PM EST

 

 

 

In this first of two webinars, you will get an overview of the agency bill process in TAM, and review how your setup of Cash vs Accrual affects the General Ledger.  We'll cover the first two steps in the Agency Bill Process, Invoicing and Applying Customer Payments.

 

 

Class Level - Basic

 

---

 

Webinar 1:

Part 2 - Flag and Close Company Payables, Pay Companies by Check or Electronically, and Pay Producers

 

 

February 11th at 2:00PM EST

 

 

 

This webinar will move thru the rest of the steps - Flagging / Closing the Company Payables, Paying the Companies and Paying the Producers.

Class Level - Basic