How to Edit the Date on Receipts (Admin) within JenesisNow?
We have now added the ability to edit a date on a receipt for anyone with admin or payment rights. To accomplish this, in the client view screen, go to the receipts card
Reporting
What is the Client and Policy Detail Report within JenesisNow?
First, go to the left-vertical menu, hover over reports, and click reports to bring up the Report page. On the Reports page, go to the Base Reports section
What are Prebuilt Reports within JenesisNow?
Go to the left-sided vertical menu, hover over the reports icon, and click on reports to bring up the Reports page. On the reports page, in the first column,
How to Add a Broker filter to the Commission and Policy Detail Reports within JenesisNow?
When pulling up a policy detail report in your report section in JenesisNow, you can filter by Broker.
To do this, click on the plus sign next to Broker in the report columns section,
What are the updates to the Download Report within JenesisNow?
We have now made an update to where you can specifically make a report for your downloads.
First, you need to access your reports;
How to do I use Pre-Built Reports within JenesisNow?
We have added Pre-Built Reports for each user by default within JenesisNow.
To see this go to Reports and then scroll down the bottom of the page to see the section Default Pre-Built Reports.
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 customize date ranges in JenesisNow reports?
Start by going to the sidebar on the left, hovering over Reports (RPTS), and select Reports.
How do I download commissions reports in JenesisNow?
Commission Manager – JenesisNow: Start by clicking Companies from the left sidebar, then select All Companies. The Companies dashboard appears. Use the search bar at the top and search for companies you’ve downloaded your commissions with. After finding your company, notice Editing Company.
How do I use the Time Clock feature in JeneisNow?
How to use the Time Clock feature in JeneisNow. Start by clicking on the 3 lines at the top left to bring up an option list.
How do I track and view absences in JenesisClassic?
How to track and view absences in JenesisClassic. The first step is to determine how much time off each user will be allotted.