by Gopal D | May 21, 2023
Edit the Date on Receipts (Admin) within JenesisNow JenesisNow- Admin can now Edit the Date on Receipts 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...
by Gopal D | Apr 21, 2023
Prebuilt Reports within JenesisNow JenesisNow- Prebuilt Reports 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, the third section is the Default Pre-Built...
by Gopal D | Apr 17, 2023
Added Broker filter to the Commission and Policy Detail Reports within JenesisNow JenesisNow- Added Broker Filter to the Commission Report and Policy Detail reports When pulling up a policy detail report in your report section in JenesisNow, you can filter by Broker....
