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  1. Adviser Cloud
  2. Accounts

Accounts

  • Reconciliation and Processing of Provider Statements overview
  • 1. Create a Transaction for a Client
  • 2. Manually input a Statement
  • 2. Supported Providers - EDI
  • 2. Uploading a Provider statement manually
  • 3. Commission reconciliation - Matched person but not policy
  • 3. Commission reconciliation - Not Matched Policy
  • 3. Commission reconciliation - Person not matched
  • 3. Commission reconciliation - too many possibilities
  • 3. Non Matching Reconciliation
  • 4. Reconciling commissions
  • Commission Reconciliation with Adviser Cloud
  • Create a new Invoice
  • Create a Paid Receipt for an invoice.
  • Creating and Reconciling an Invoice
  • Navigating the Accounts Section
  • Reprocessing a Provider Statement
  • View Invoices
  • Viewing Transactions
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