Browse Premiums

Browse Premiums
 
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1

List view

1. List view
Show all current records for this policy.
 
2

Scroll bar

2. Scroll bar
Will allow you to scroll sideways to see more fields.
 
3

Effective dtae

3. Effective dtae
This indicates if Amsoft should use the effective date or transaction date.  This can be set as a default in the options menu.
 
4

Pre printed form

4. Pre printed form
Indicates if Amsoft is to print on plain paper or a pre-printed form.  To see a list of pre-printed forms.  go there
 
5

Insert button

5. Insert button
Added new premium record.
 
6

Change button

6. Change button
Change the highlighted premium record.
 
7

View button

7. View button
allows you View all the policy information but  not change it.
 
8

Delete button

8. Delete button
Remove highlighted premium record.
 
9

Copy button

9. Copy button
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10

Archive All button

10. Archive All button
This moves all records to the archive tab.  You would use this when renewing a policy.
 
11

Email

11. Email
Clicking here will allow you to email the invoice when you choose to print it.
to see a tutorial on emailing.  go there
 
12

Print

12. Print
This will print all current records to a invoice.
 
13

Print tagged

13. Print tagged
This will print only the records you tag to the invoice.
 
14

Print to producer

14. Print to producer
This will print a invoice to the producer.
 
15

Direct Premiums

15. Direct Premiums
This will take you to the direct premium screen.  This is where you will enter premiums you collected for the company or finance company.
 
16

Print buttons

16. Print buttons
Different buttons will show up here depending on which tab you are on.
 
 
 
 

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