AMS360 Accounting Chapter: Financial Center Best Practices

Join us for an insightful webinar hosted by the AMS360 Accounting NetVU Chapter, where we will dive into key topics revolving around the Financial Center in AMS360. Whether you're a seasoned user or just getting started, this webinar will help to enhance your understanding and proficiency.
Thursday February 15, 2024 | 1:30pm-3:00pm Central | Virtual
Hosted by: AMS360 Accounting NetVU Chapter

Join us for an insightful webinar hosted by the AMS360 Accounting NetVU Chapter, where we will dive into key topics revolving around the Financial Center in AMS360. Whether you're a seasoned user or just getting started, this webinar will help to enhance your understanding and proficiency.

Here's a glimpse of what you can expect: 

1. Overview of the Financial Center in AMS360: 
   - Understand the functionalities of the Financial Center. 
   - Learn how to effectively manage and navigate through for optimal performance. 
 
2. Unbilled Policy Reports: 
   - Discover the significance of running and managing Unbilled Policy Reports. 
   - Gain insights into the reasons behind the importance of staying on top of unbilled policies reports. 
 
3. Invoices to Print: 
   - Learn the ins and outs of printing invoices within AMS360. 
   - Get practical tips on how to streamline the invoicing process for increased efficiency. 
 
4. Direct Billing: 
   - Explore the importance of effectively managing direct bill policies. 
   - Understand the key factors that contribute to successful direct billing practices. 
 

If you have specific questions about the meeting, please contact Ashlee Boyd or Joe Murphy.

Content Leader(s):
Missy Bishop | Implementation & Training Director | Foundation Risk Partners
Jillian Higgs | Retail Division Training & Operations Leader | Brown & Brown Insurance
Venus Tondreau | Accounting Integration Analyst | Acrisure LLC


Registration: There is no cost for NetVU members to register for this session.  Login to register below. 

Be sure to select the orange Register Myself button below, and follow prompts to check out.  Once your registration is complete, you'll receive two emails automatically: 1) A NetVU Registration Receipt and 2) Your Zoom Confirmation with your unique login information to save the event to your calendar. 


For assistance registering, contact [email protected].


When
2/15/2024
Where
Virtual

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