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