AMS360 Bookkeeping 101: Go from No-Show to Pro, Lesson 1

SERIES SPAN October 6, 2022 through October 18, 2022
Registration Fee:  $99 per student

AMS360 has a full-service accounting system built right in. Are you sure you are taking full advantage of
all the features available to properly perform daily, monthly and annual processes for your agency? Join
agency accounting expert Janet Tuttle, Director of Accounting Services, Greenway Insurance and Cover
Desk as she walks step-by-step through all the major accounting workflows every agency should be
performing on a regular basis.

Here’s what to expect from this two-part class – each class is a full 2-

Lesson 1:
• Cash Receipts
• Disbursement methods (including recurring checks)
• Daily Process
• Month End Process

Lesson 2:
• Producer Commission Payables
• Accounts Current
• Bank Reconciliation

In addition to a thorough review of best practices for each of these processes, Janet will share tips and
tricks for managing these functions efficiently and accurately. Become a Pro at AMS360 Accounting
Functions – whether you’re new to the position, received little to no training with the system or
consider yourself an OK bookkeeper, there’s something everyone can learn from these two sessions.

  Date Start End
 Lesson 1 Thursday, October 6, 2022 11:30am 1:30pm
 Lesson 2 Tuesday, October 18, 2022 11:30am 1:30pm

Janet Tuttle | Director, Accounting Services | CoverDesk and Greenway Insurance

Janet Tuttle is currently a Director-Accounting Services at CoverDesk. Janet has over 35 years of accounting experience, 26 specifically dedicated to insurance-specific issues. During her career, she has conducted workshops and taught bookkeeping for agency personnel for over 25 years. She has been involved with the local insurance agents associations since 1989. She is also well versed in Outlook, Word and Excel.

Need help registering? Contact NetVU.
Session questions? Contact Debbie Ivie.

Want to connect with users who have similar interests? Join the conversations on the NetVU Community (NCOM). 

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