Category "Quick Guides"

There are 75 results found

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.

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, […]

Retention Reports

This QuickGuide explains how to run the retention reports available in Partner XE.

Determining Whether Windows is 32-bit or 64-bit

This QuickGuide explains how to determine whether Windows is 32-bit or 64-bit and is relevant to agencies using the Outlook plug-in.

Manually Attaching Emails from Outlook

This QuickGuide explains how to attach email messages from Outlook using the Partner XE Outlook Plug-in. You must have the Partner XE Outlook Plug-in installed to use this feature.

General Layout of the QuickSummary

This QuickGuide explains the icons, menus and features available in the QuickSummary screens.

Sending Commission Back to the Finance Company

This quick guide should be used when returned premium was sent to the finance company from the carrier and the agency owes the commission back to the finance company and/or carrier.

Adding Additional Filters to Reports

This quick guide explains how to customize the Partner XE Advanced Reports using interactive filters.

CSR Production Report

This quick guide explains how to run a CSR production report in Partner XE™. This report displays all policies assigned to a CSR by transaction type and calculates the approximate agency commission based on the company commission schedule.

Claims Download Transaction Types

This quick guide lists the transaction types or codes that are downloaded on for claims.

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