Automatically Create Trust Accounting Reports

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.
  • These settings apply to both individual reconciles and Batch Reconcile Company/Producer Payables.
  • The automatic actions do not require any additional steps, clicks, or prompts during processing.
Automatically Create Trust Accounting Reports
Automatically Create Trust Accounting Reports
Reconcile functions with automatic actions:
  • Bank Deposit Wizard
  • Bank Reconcile
  • Client Receivables
  • Company Payables
  • Company Receivables
  • Producer Payables (Includes .PDF or email)

Configure invoice reconcile actions

  1. Select AP -> Reconcile Payables.
  2. Select Other -> Select Actions When Reconcile Completes…
  3. Check to enable or disable the different report options. If Save report to archive is selected for any option, select the desired Archive Folder.
    Configure Automatic Actions
    Configure Automatic Actions

    (Each Newton user can have a different archive folder, providing the option to store the files in a secure local folder on the workstation.)

  4. Select OK.

Enhanced Tabbed Interface

Newton by Agency Systems now features an enhanced tabbed interface providing additional customization, flexibility, and control for the primary data dashboards.

The primary navigation for Newton by Agency Systems has contained a number of static navigation tabs for many years. Over time the capabilities for each of the tabs have been enhanced, but the same static number of tabs has remained constant.

Many tabs contained sub-tabs to separate different data views, such as expired policies, accounting, attachments, and download. The sub-tabs have been located at the bottom of the primary tabs, and have often displayed information in a more basic list view compared to the comprehensive band view available on the primary tabs.


Customized Tab Count

The enhanced tabbed interface provides users with the ability to control the number of active tabs, similar to tabs in a web browser. In addition to the Client and Company Tab changes, the new Policy Express dashboard and Diary windows now open as full screen tabs.

Clientexplorer-toptabs

More than four Client Tabs can now be opened simultaneously, or closed entirely when finished.

Clientbasic-topsummary

The updated Company Tab can be opened and closed just like the Client Tab, with multiple company tabs allowed at once for the first time.

Company-topsummary

A new Vendor Tab is also available for the first time, with the same customization options available to the Company and Client Tabs.

Vendor-fulltab


Easier to Access Sub-Tabs

The Client, Policy Express, Company, Vendor and Management Tabs each contain sub-tabs that are now easier to access. The sub-tabs have been moved universally to the top of the screen, providing a consistent and efficient way to switch between the different data categories.

Polexp-toptoolbar

A new consolidated Vendor sub-tab is now available within the Management Tab.

Management-topsummary

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