Category "Quick Guides"

There are 75 results found

Exporting Search Results to Print

This QuickGuide explains how to easily export search results from an Advanced Search, System Search or QuickList and print the results from Microsoft Excel.

How do I process invoices or direct bill when editing a policy?

This Quick Guide explains how to use Exit Steps to update invoices and direct bill entries when editing a policy.

Adding Company Commission Schedules

This quick guide explains how to set up a default schedule for company commissions in the Accounting Module.

Creating a Contact

Contacts are vendors, lien holders, mortgagees and other non-customer/client contacts. This QuickGuide explains how a contact can be quickly created using QuickCreate.

Adding Locations to a Commercial Package Policy

This QuickGuide explains how to add locations and premises to a commercial package policy. This includes options to copy/paste locations across lines of business in a package.

Policy Transaction Types

This quick guide shows the list of transaction types or codes that can be selected or downloaded with a policy.

Reactivating the Outlook Plug-In

If you do not receive the prompt to login to the Partner XE Outlook Plug-in when you open Outlook, the reason could be that it was disabled. Follow the steps in this quick guide to reactivate the Partner XE Outlook […]

How do I set up vendor bills to allocate payments across GL accounts?

Vendor Billing Allocation is the ability to create templates to divide the total payment amount across General Ledger Accounts. This can be done with or without Branch Accounting enabled.

How do I set up a vendor repeating bill?

This Quick Guide explains how to set up a Vendor Repeating Bill in the Partner XE Accounting module.

Accounting Glossary of Terms

This Quick Guide includes common terms and definitions found in the Partner XE Accounting Module.

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