by Gopal D | Jan 24, 2023
Pre-Built Reports within JenesisNow JenesisNow- Pre-Built Reports We have added Pre-Built Reports for each user by default within JenesisNow. To see this go to Reports and then scroll down the bottom of the page to see the section Default Pre-Built Reports. These...
by Phil Price | Oct 7, 2022
How to set up your accounting in your JeneisNow system. JenesisNow- Accounting Check Register To add a bank account – select the 3 lines up in the top left of the screen, which will open a menu. In the menu, go to Accounting, and then select Bank Accountants....
by Phil Price | Sep 9, 2022
How to customize date ranges in your JeneisNow system. JenesisNow- Custom Date Ranges In Reports Start by going to the sidebar on the left, hovering over Reports (RPTS), and select Reports. Then scroll down to the report titled Expiration Next 7 Days. You’ll notice...
by Phil Price | Jul 18, 2022
How to download commissions reports in JenesisNow. Commission Manager – JenesisNow Start by clicking Companies from the left sidebar, then select All Companies. The Companies dashboard appears. Use the search bar at the top and search for companies you’ve...
by Phil Price | Jun 29, 2022
How to use the Time Clock feature in JeneisNow. JenesisNow – Time Clock Start by clicking on the 3 lines at the top left to bring up an option list. Click on Agency, All Locations, then select Location this will take you into the Edit Agency Location view. In...
