Category "Quick Guides"

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Accounting Glossary of Terms

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

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 […]

Restarting the Download Transfer Utility

This QuickGuide provides instructions on how to stop and restart the Download Transfer Utility (DTU) if it has stopped working.

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.

Assigning Multiple Producers to an Existing Policy

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.

How do I delete direct bill downloaded commissions?

This article will explain how to delete direct bill downloaded commissions from the daily processing in the accounting module.

How do I unlock an account in the Chart of Accounts (COA)?

This guide explains how to unlock an account in the Chart of Accounts (COA).

Best Training Examples in Test Files

This guide explains which clients provide the best training examples.

How do I edit a document description or filename?

This guide explains how to edit a document description without re-typing it.

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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