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Accounts Receivables/Payables |
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InsurancePro offers the option for users to put in money that is owed to the Agency from a customer or a company (Accounts Receivables), or to enter money that the Agency needs to pay (Accounts Payable).
To access AR/AP, click on "Agency Tools", and then on "Accounts Rec/Pay".
Screen View (Column) Description:
Posted - Date entry was made Due - Date needs to be completed by Pay To/Receive From - Name of the Payee or Payer Agent - User who made the entry Amount - Amount need to pay or receive Finish - Date it was completed
Screen Options Description:
View Receivables: Click on this to display all the entries for Accounts Receivables between the selected Dates. View Payables: Click on this to display all the entries for Accounts Payables between the selected Dates. Add New: Click on this to add a new transaction.
You need to specify who is the involved party. It can be a client, an Insurance Company, or any other entity. Then select whether you need to pay them (Payable) or you need to receive money from them (Receivable). Select your name under "Agent", and then enter the Amount. You must also enter a memo to describe the transaction, and choose the date it is due by. Click on "Save" to finish and add the transaction.
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- Indicates whether
the amount has been received/paid or not. If it is not checked, and you want
to complete the transaction, click on it to complete it.