AMS360 Accounting: Becoming Paperless

AMS360 Accounting: Becoming Paperless
Thursday, September 17, 2020 | 1:30 p.m. – 3:00 p.m. Central | Virtual

THIS SESSION IS FULL.  The recording will be posted here within 24-48 hours following the call for those who are not able to attend live.



Join the AMS360 Accounting Chapter for our upcoming meeting.  Your agency has gone paper/file-less in your service departments, and you have had a goal of doing the same in accounting and administration.  In this new remote environment, being paper/file-less in accounting is no longer a goal but a necessity!  Note that this webinar will focus on firms using AMS360.

During this session we will explore how you can finally efficiently take accounting and administration to the important step of becoming paperless.

Some topics covered will include: 
Planning steps for becoming paperless
Implementation steps for becoming paperless
Use of front end (My Documents) features
Tracking of backlog
Moving documents/tasks between team members
Direct bill commission statements
Deposits/receipts
Documenting actions taken (activities)

Presented by: Michael Trouillon  
Insurance Agency Automation Associates

Registration - $15 per connection
For assistance registering, contact info@netvu.org.

Cancellation requests received in writing within 30 days of the event will be fully refunded. Cancellations received within 14 days of the event will be charged a 50% cancellation fee. No refunds will be made within 7 days of the event. Transfers to another individual are permitted at any time with no penalty.

Want to connect with users who have similar interests? Join the conversations on the NetVU Community (NCOM).
When
9/17/2020
Where
Virtual UNITED STATES

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