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-
hours:
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.