by Eddie Price | Dec 13, 2016 | Features
Added features and reports to the Jenesis Insurance Agency Management System’s reconciliation process in our J-Books accounting feature, including the ability to start a reconciliation, leave, and resume at a later time; reverse a reconciliation; and print a...
by Eddie Price | Dec 4, 2016 | Features
Added a new check box to Communication Advanced Options form, Email if Possible, which will send email only and will not send a paper document even if checked. Added a new check box to the Client Activity form which will disable all client emails.
by Eddie Price | Dec 4, 2016 | Features
When double clicking on a receipt form the Review Receipt list, Receipt screen now opens to the specific receipt selected but have all the other receipts for that policy available to move backwards and forwards through each receipt.
by Eddie Price | Dec 4, 2016 | Features
We have added a Payment Posted at Company check box to the receipt screen and the remittance report. This will allow agents to have a check list work flow to ensure all the payments they take from customers get submitted to every company.
by Eddie Price | Dec 3, 2016 | Features
Agents can now import the day’s deposit into J-Books along with the transaction that will be send to each company.
