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January 19, 2006
Volume 2 Issue 3
In this issue:
Even Better EFT Processing |
The Agency Advantage Connection
 Start the New
Year with Financial Organization!
A recent article in a popular insurance
newsletter lamented the high cost and aggravation of
reconciling the EFTs that are drafted from agency's trust
accounts. The writer obviously did not have The Agency
Advantage. And now we've added even more new
features and tools to the software to help you make short work
of recording and reconciling your EFTs.
Also, we have been amazed by the frequency
with which our customers change email addresses. Because
we feel it is vitally important to be able to keep you
informed about updates and changes to The Agency Advantage, there will
soon be a new way for
you to receive this information instantly. Be sure to read
below about the Agency
Advantage Connection.
Most of the changes and improvements to The
Agency Advantage are a result of your input, so let us hear
from you.
Send your
suggestion today!
Tina Stewart
Editor
Improved EFT Processing
EFT Processing was recently reworked with
the goal of making it easier and quicker for you post and
reconcile your EFTs. There are now more options when processing and posting
your transactions. One new feature is the ability to
sort and isolate transactions by more than one criteria. You
can also sort each column alphabetically by clicking on the
column header.
This is especially useful if you have, for
example, a company that drafts your account according to
transaction type. First, you would click on the
name of the company you want to sort. It's as simple as
finding the company you want to work with and clicking on the
name on one of the listed EFTs. All other EFTs are
hidden leaving just the ones for the company you clicked on.
If you need to narrow the query
further, click on the next criteria. Maybe you want to see
just the "New" transactions for the company. Find one that
says "New", click on the word "New" on ANY of the
EFTs - pick
one - it doesn't matter. Then you will find that all the "New"
transactions for the company you originally selected are all
that remain.
If these results are what you need, you
are ready to start posting your EFTs as usual. If you need to
narrow your results further, you can do so by clicking on a payment
type.
More information about the improved EFT
Processing can be found on our
support site including screen shots, and step by step
instructions on how to add and remove selections from your EFT
query.
The Agency
Advantage Connection
In your next update, The Agency Advantage will be implementing
a new communication system that lets us alert our customers about
program updates,
changes, downloads, or other important issues. Each workstation will
receive its own alert, making certain that everyone who uses the software is well informed about important Agency Advantage issues.
Some messages may contain
hyperlinks to additional information located on our support website.
Users who have administrative
privileges may also receive messages regarding account status and
billing information.
Learn more about the Agency Advantage
Connection on our
support site.
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