Category "Quick Guides"

There are 78 results found

What check formats are available?

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 […]

List of Carriers Certified for Download

The attached list includes all companies with lines of business certified for download into Partner XE. This document also shows is the company downloads direct bill commission statements and what download process is used.

Managing QuickLists

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.

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