Hosted by: Sagitta Accounting NetVU Chapter

Audience/Role: All
Skill Level: Foundational (Beginner/New User), Intermediate

Join your fellow Sagitta accounting users as we review some of the top call-drivers to Vertafore Support listed below. Learn how to troubleshoot before you have a problem so you can avoid common pitfalls and challenges.

Topics:
• Direct Bill Download - how to import statements, how others are using it, etc.
• Producer Payables Reconciliation - how others reconcile the accounts today on being cash v accrual, etc.
• Production Report - what fields are driving the data, etc.
• Period Control - how to update it, review where it is, etc.
• Sagitta 22R1 updates - Ability to setup commissions in Payee and Staff by Division