Skip to main content
Applied Net 2024 Main banner
Icon Legend
This session is not in your schedule.
This session is in your schedule. Click again to remove it.
Back

Payments and Accounting

(2557) How Your Role Impacts Accounting


Content Level: Intermediate

Personas: Account Manager - Employee Benefits, Account Manager - Medium/Large Commercial; Speciality Lines, Account Manager - Personal Lines/Small Commercial, Accountant, Customer Service Rep, HR Manager, Office Manager

Technology: Applied Epic

Thursday, September 12, 2024
8:15 AM – 9:15 AM CST
Front-office folks, do you ever wonder why what happens in the front office is such a big deal to the back-office accounting people? It’s because whatyou do flows directly to many reconciliation processes and directly impacts the financials (.e., how everyone gets paid). This session will teach you how invoicing affects agency income, producer compensation, payments to companies, and more. You’ll review some of the invoicing functionality in Applied Epic® and learn how this flows throughout the accounting areas.