Carolinas Chapter Meeting

Agenda

• Direct Bill Commission - How to Enter in System 
• Premium Payable Balances - Cleaning up and Balancing
• Top 5 Accounting Reports
  • What reports should be in an Accounting Role's Quick view?
• Verifying Month End JE
• Journal Entry Approval Process - New Feature Available in Epic
• Using "Cash on Account" Account
• Best Practices:
  • Handling Payments on DB Policies and the impact on agency reporting
  • Transaction Codes
  • Commission Agreements
• Memo Invoicing - Impact on Books

Registration

Chapter Members: $50
Non-Members: $75

There is a room block at Hilton Garden Inn, RDU Airport. You can book your room through this link - Carolinas Chapter Room Block - pricing is $120.00 +tax per night.