We've just released a series of updates to help you keep your accounts clean and speed up sending out agency statements đź‘Ź
Check them out below, and as always - if you have any questions, we’re only a few clicks away!
​✉️ E-mailing out agency statements just got easier 📬
Use the configurable “Email agency statement” button on the Agency accounting screen to quickly send out your monthly statements to your accounting contact at the Agency.
Now there is an easier way to handle cases when the agent pays the carrier directly. No need to create multiple $0 endorsements or manual journals.
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