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FAQ ID # 117
Last Update : 2009/12/07
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Question / Issue
Where can I go to view/Add Account Receivables and Payables?

Answer / Solution
  1. Go to the Notes/Reminders section on the left side of the screen and select Receivables/Payables or the Agency Tools menu at the top of the screen and select Accounts Rec/Pay.
  2. Enter a date range on the right side of the screen, then click on either the View Receivables or View Payables button on the upper left side of the screen.
  3. To enter a new Payable or Recevable:
    • Select where the Payable or the Receivable will come from:
      • Client
      • Ins Company
      • Other - with a field to define this
    • Choose whether it is a payable or receivable.
    • Select the Agent.
    • Amount Due
    • Due Date
    • Enter Notes if you want to in the Memo section.
    • Click Save to exit this screen. 
  4. Your receivable or payable will then display on the screen.
  5. Click on the X in the upper right corner to close the screen.


Direct Link to This FAQ
http://www.itcdataservices.com/support/IP6FAQ/?f=117

Tags
Accounts receivable payables

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