How do I set up and use the accounting feature in JenesisNow?
To add a bank account – select the 3 lines up in the top left of the screen, which will open a menu. In the menu, go to Accounting, and then select Bank Accountants
General
How do I create a builders risk policy in JenesisNow?
From the Clients Portal, scroll down to Policies. Select the Plus Sign to add a policy.
How do I use the new accounting feature in JenesisNow?
Begin by hovering over Accounting on the left sidebar and selecting Bank Accounts. Next, select an account shown on the dashboard,
How do I set-up rating with discovery in JenesisNow?
Begin by going into a Client Profile. In Client View, under Info card, find the drop-down for Location
How do I set-up discovery rating credentials in JeneisNow?
Begin by selecting the Username at the top, then select Profile. Once in the Profile,
How do I add a signature for each user in JeneisNow?
Start by going to the left sidebar, hovering over Users (USRS), clicking on All Users, and then clicking on your email address.
How do I add and manage user accounts in JeneisNow?
How to add a new user and manage existing user accounts in JeneisNow.
How do I use a spell checker when writing an email in JenesisClassic?
Your email now has a spell checker. A red line will appear under the word if you misspell a word while writing an email.
How do I set up accounting in my JeneisNow system?
Begin by selecting Bank Accounts from the Accounting (ACCT) menu. Select the Add Account option, and this will bring up a window titled Account Information.
How do I filter through suspenses in JeneisNow?
You can see all suspenses in your agency by going to the left sidebar, hovering over Suspense, and selecting Suspense List.
How do I navigate my management system in JeneisNow ?
At the top, find Time Clock, Client Quick Add, Quick Texting feature that lets you text your customer
How do I add an image to your email signature in JeneisNow?
To add an image, click on the image icon. Then there will be a window for you to upload from your computer.