Sagitta Accounting: Latest Features Deep Dive

Sagitta Accounting: Latest Features Deep Dive
Sponsored by: Sagitta Accounting NetVU Chapter
Thursday, September 17, 2020 | 11:30 a.m. - 1:00 p.m. Central | Virtual 

 


Hear from Vertafore product managers/owners/developers as they partner with actual product users/NetVU members to demonstrate new features in practice and how they’ll benefit you. Increase your understanding of what’s possible in your own firm.  This is a 60 minute session with 15-30 minutes reserved for Q&A.

Top Three Learning Outcomes:
1. Multi Bill-To Import/Export Capability in 20R2 Release
2. Agency Commission Hierarchy Changes in 20R1 Release
3. PRD Vendor Type Options in 20R1 Release

We’ll also discuss the following updates:
Changes to the Production Report for export – added three new columns [Estimated Premium, Est. Commission, and a OneStep DB flag (to denote the DB type)]
Added a column for the invoice number on the grid for Insurer Receipts and CB Receipts
Fix for the Staff Global Change to change the Client or Policy Multi records

Presented by:
Bruce Westman | Sagitta Sr. Product Manager, Vetafore
Bill Henson | Customer Success Manager, Vertafore

Ashley Walden | Controller, Harmon Dennis Bradshaw Insurance

Need help registering? Contact info@netvu.org.

Meeting questions? Contact chapter leader Kimberly Buck.

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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