Category "Quick Guides"

There are 141 results found

How Debits and Credits Effect the Chart of Accounts

This QuickGuide explains how credits and debits effect different accounts on the chart of accounts in Partner Platform.

Running an Income Statement (P&L – Profit & Loss)

This QuickGuide explains how to run an Income Statement in Partner Platform (also includes instructions for when Branch Accounting is enabled).

Running an Aged Receivables Report

This QuickGuide explains how to run an Aged Receivables report in Partner Platform.

Running a Trial Balance Report

This QuickGuide explains how to run a trial balance report in Partner Platform.

Running an Account Transactions Report (Status of Accounts)

This QuickGuide explains how to run an Account Transactions report in Partner Platform.

Pulling Vendor Reports for 1099 Forms

This QuickGuide explains how to create a vendor payable report from Partner Platform to determine which vendors need to be sent a 1099 form.

Policy Updates vs Policy Endorsements

This QuickGuide explains the difference between policy updates and policy endorsements in the Partner Platform and how each are created.

Client Portal Training Guide

This training guide explains the features available for agencies’ customers on the Client Portal. If interested in activating the Client Portal for your agency, please email accountmanagement@sisware.com.

Sharing Documents to the Client Portal

If enabled in the Portal Settings, documents can be shared from a Client’s Profile to the Client Portal. This QuickGuide explains how to share and remove documents from the Client Portal.

Updating Your IVANS Exchange Mailbox Password

This QuickGuide explains how to update your IVANS Exchange Mailbox password inside your IVANS Exchange Mailbox, as well as how to update that password in Partner XE Administration. Note: If your IVANS Exchange Mailbox password is updated inside your mailbox, […]

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