Accounting Best Practices
Overview Outlines some accounting best practices that Adeptive has found over the years. This document is meant to be suggestive....
Features
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Accounting Codes
Overview Accounting codes can be created and then be associated with settlement types, credit/debit memos, RCF types, and transaction types.... -
Action Group: Remove Fees by Partner
Overview This demonstrates the use of an action group that gives the ability to adjust fees for a partner while... -
Action Groups: Group Automation
Overview This demonstrates how to give the user the ability to only add automation to the file when it is... -
Actions
Overview Actions are an integral part of Resware. Each action is a necessary step in the process of a file.... -
Actions Based on Product Type
Overview This demonstrates how to add an action or action group based on a product type without having a dedicated... -
Actions Filtered on Homepage
Overview This demonstrates how to utilize the tabs and various search features on the homepage to identify actions due or... -
Actions with Multiple Email Templates
Overview This demonstrates how to give users the ability to send different email templates to different partners without having to... -
Adding an Underwriter Partner
Overview The underwriter drives rates used; endorsements and fees for endorsements; remittance rates; available commitments, policy types, and policy documents,... -
Adding/Adjusting Fees on Existing Orders
Overview This demonstrates how to set up and give users the ability to add, remove, or adjust fees on a...