ACN A-List Journey: Applied TAM Accounting

This journey is for Applied TAM users specifically focused on accounting. Through these courses, learn all about accounting in Applied TAM and how to make your accounting processes more efficient. Courses do not need to be completed in order.

  • Course: Cleaning Up and Balancing Company Payables in Applied TAM
  • Course: Applied TAM Accounting Utilities
  • Course: Applied TAM Cleanup: Quality Assurance Auditing
  • Course: Automate Direct Bill Commission in Applied TAM
  • Applied TAM Accounting Month End & Reports
  • Course: Financial Reports, Checks and Balances - Part One
  • Course: Financial Reports, Checks and Balances - Part Two
  • Cleaning Up and Balancing Company Payables in Applied TAM

    Contains 2 Component(s) Recorded On: 09/20/2020

    How do you know if your Company Payables are in balance? Learn the three steps to validate company payables, what it means to be “in balance”, and how to clean up “out of balance” situations.

  • Course: Applied TAM Accounting Utilities

    Contains 2 Component(s) Recorded On: 10/03/2019

    This session is designed to help users understand the various options that the Utilities area of Applied TAM provides to set up your accounting system and perform other functions related to the General Ledger.

  • Course: Applied TAM Cleanup: Quality Assurance Auditing

    Contains 2 Component(s) Recorded On: 03/26/2020

    A formal quality assurance program is important to any agency that wants to maximize their utilization of the Applied TAM system. This course will cover ways to implement a quality assurance program built upon a written procedures manual that will work in the real world, not just in theory.

  • Course: Automate Direct Bill Commission in Applied TAM

    Contains 2 Component(s) Recorded On: 12/12/2019

    Spending too much time manually entering Direct Bill Commissions into Applied TAM? Automate the process using Direct Bill Commission download or Import and save a tremendous amount of time by eliminating manual data entry.

  • Applied TAM Accounting Month-End and Reports

    Contains 2 Component(s) Recorded On: 09/20/2020

    This course examines the details of a month-end procedure, including initiating month-end, running in-balance checks, generating journal entries, review of reports to substantiate journal entries, accepting and posting journal entries, and setting up and running reports.

  • Course: Financial Reports, Checks and Balances - Part 1

    Contains 2 Component(s) Recorded On: 06/11/2020

    Having a solid system of checks and balances in place for your accounting practices can bring benefits in many ways. For agencies in trust states, ensure your trust account is “in trust.” Bring greater accuracy in commissions paid to your producers. Confirm your organization is getting the amount of commission it should from insurers. Most importantly, a proper system of checks and balances can protect you and your business by providing accurate financial reports and minimizing damage that can be done by dishonest employees or those employees making honest mistakes. The presenter reviews various checks and balances for accounting and provides you with actionable thoughts to set them up. Attendees should have an understanding of basic accounting entries in Applied Epic or Applied TAM.

  • Course: Financial Reports, Checks and Balances - Part 2

    Contains 2 Component(s) Recorded On: 06/11/2020

    Having a solid system of checks and balances in place for your accounting practices can bring benefits in many ways. For agencies in trust states, ensure your trust account is “in trust.” Bring greater accuracy in commissions paid to your producers. Confirm your organization is getting the amount of commission it should from insurers. Most importantly, a proper system of checks and balances can protect you and your business by providing accurate financial reports and minimizing damage that can be done by dishonest employees or those employees making honest mistakes. The presenter reviews various checks and balances for accounting and provides you with actionable thoughts to set them up. Attendees should have an understanding of basic accounting entries in Applied Epic or Applied TAM.

Upon completion of all of the items in the Content tab, your Certificate and Badge can be found here.