Reconciling Producer Commissions
This QuickGuide explains how to process a producer reconciliation in Partner Platform.
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Category "Quick Guides"
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Policy Expiration Report
This QuickGuide explains how to run a policy expiration report from the Reports section in Partner Platform.
Partner Platform Reports Reference Guide
Ever wonder which report is best to help you get the information you are looking for? This reference guide summarizes the many reports within Partner by section, and also points out helpful tips to use when running your report.
Partner Platform 2020.1 Update
This year you can look forward to more frequent Partner Platform updates.This page covers the first installment of enhancements included in the Partner Platform 2020.1 Update. Your agency will not have to take any action to receive this update […]
Tips and Tricks for Month End & Year End Closing
This QuickGuide explains different QuickGuides and reports that are common for Month End & Year End Closing and information an accountant may request.
Clearing Old Invoices from the Account Current Reconciliation
This QuickGuide explains how to clear old invoices from the Account Current Reconciliation in Partner Platform.
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.
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