We have added the ability to export Invoices from Jenesis into QuickBooks. With the click of a few buttons, you are able to transfer invoices directly to QuickBooks without the need to export and import manually.
We have added the ability in Agency Setup on the the Quote Control tab if you click the Edit Letter button, to mail merge the Number of Payments, Total Premium and Down Payment. This will show when clicking the Print Letter button from Quote Control.
Jenesis Insurance Agency Management System has replaced the second first and last name search option at the top of the Jenesis Main Screen with a search option for business name. Agents are still able to use the Advanced Search for both second insured and for business name as before.
Added features and reports to the Jenesis Insurance Agency Management System’s reconciliation process in our J-Books accounting feature, including the ability to start a reconciliation, leave, and resume at a later time; reverse a reconciliation; and print a reconciliation report for any reconciliation period.
Jenesis Agency Management System has added a View Suspense button to the bottom of both the Personal Lines and Commercial Lines screens to have the ability to look at open and completed suspenses for a specific policy.
Added a new check box to Communication Advanced Options form, Email if Possible, which will send email only and will not send a paper document even if checked. Added a new check box to the Client Activity form which will disable all client emails.
When double clicking on a receipt form the Review Receipt list, Receipt screen now opens to the specific receipt selected but have all the other receipts for that policy available to move backwards and forwards through each receipt.
We have added a Payment Posted at Company check box to the receipt screen and the remittance report. This will allow agents to have a check list work flow to ensure all the payments they take from customers get submitted to every company.
Jenesis Support will be unavailable beginning at 2 pm EST on Monday, October 22nd. We will be gathering our J-Team from around the nation to take part in a team meeting to talk about goals for the remainder of the year and into 2019. These meetings are so important for the growth of the Jenesis […]
Jenesis Support will be unavailable beginning at 3 pm EST on Tuesday, November 12. We will be gathering our J-Team from around the nation to take part in a team meeting to talk about goals for the remainder of the year and into 2020. These meetings are so important for the growth of the Jenesis […]