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Partner XE offers 3 different check styles Each style has a single stub option and a double stub option. NOTE: To ensure that the correct format is ordered, print out the selected format below and match the fields to the checks […]
The attached list includes all companies with lines of business certified for download into Partner Platform. This document also shows if the company downloads direct bill commission statements and what download process is used. Carrier List
This quick guide explains how to add multiple producers to an existing policy and how to lock the both the producer and the producer’s commission so it carries over to renewal policies.
This article will explain how to delete direct bill downloaded commissions from the daily processing in the accounting module.
This guide explains how to unlock an account in the Chart of Accounts (COA).
This guide explains how to edit a document description without re-typing it.
This article explains how to create a Quick List. The Quick List allows the user to create user defined queries based upon system (predefined) searches.
This article explains how to move a policy (and client) from one entity into another entity using the import/export debug function.
This article explains why a series of downloaded policies may be to going to the wrong client. It also explains how to stop this and prevent for future downloads.
When a policy is downloaded, Partner XE will try to match the entity, policy and client. To learn about matching and how to avoid duplicates, read the guide below.
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