The Newton Summer 2018 Update is the next major version of Newton by Agency Systems. The update enhances critical portions of Newton such as Download, Email, Activity, Forms, Accounting, and more. The update extends the functionality of these critical areas of Newton by connecting valuable E&O activity items to the source action items, providing an easy-to-follow workflow for all agency personnel.
The Newton Summer 2018 Update is scheduled for general availability by the end of the Summer 2018.
The Newton Summer 2018 Update is now available as part of our Newton Release Preview Program. Although the release may not be feature-complete, we offer early access to participating agencies. Participation in the release preview program entirely optional and free of charge. See the information block at to the top of the release notes to get started.
The reconciliation functions in Newton provide the ability to generate reports from the archive of processed items. The reconciliation functions can also be configured to automatically create and store .PDF copies of the trust accounting reports as each item is processed.
Automatically create trust accounting reports
The .PDF copies of the automatic trust accounting reports can be stored on the various attachment bands within Newton (Client Tab -> Attachments, Company Tab -> Attachments), or externally in a user-specified folder.
Reconcile Producer Payables can optionally email the producer’s .PDF report in addition to placing the .PDF archive in the user-specified Archive folder.
This procedure outlines how to receive a client payment on a direct bill policy. This single process will create a cash receipt, and create a check to the direct bill carrier matching the transmittal cash.
If your Agency also charges a fee for processing direct bill payments, use the Cash Payment Fee Wizard to generate the fee invoice with the cash payment on-the-fly.