Category "Webinars"

There are 96 results found

Webinar: Custom Accounting Reports

This webinar reviews the accounting reports available in Partner XE™ and best practices, including: How the reports pull information Export and emailing reports When to use Month End, Hide Details, and Include Year End Entries options Income Statement – Previous […]

Webinar: Custom Reports

This webinar reviews the different ways to run reports in Partner XE™, including: System search lists Advanced search lists Sharing quick lists Book of business reports

Video: Branch Accounting

This video explains the functions of the Partner XE Branch Accounting feature including: Setting up branch, department and division in Administration module Allocation of sales and expenses Reports  

Webinar: Payroll and Commission Workflows

This webinar reviews the workflows related to payroll and entering direct bill commissions, including: Payroll templates Using an outside payroll company Download vs manual entry of direct bill commission statements Bulk commission entry vs per policy commission entries  

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