How to do I use Pre-Built Reports within JenesisNow?

Pre-Built Reports within JenesisNow JenesisNow- Pre-Built Reports 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. These...

How do I set up accounting in my JeneisNow system?

How to set up your accounting in your JeneisNow system. JenesisNow- Accounting Check Register 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. Fill out all the...

How do I customize date ranges in JenesisNow reports?

How to customize date ranges in your JeneisNow system. JenesisNow- Custom Date Ranges In Reports Start by going to the sidebar on the left, hovering over Reports (RPTS), and select Reports. Then scroll down to the report titled Expiration Next 7 Days. You’ll notice...

How do I download commissions reports in JenesisNow?

How to 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...

How do I use the Time Clock feature in JeneisNow?

How to use the Time Clock feature in JeneisNow. JenesisNow – Time Clock Start by clicking on the 3 lines at the top left to bring up an option list. Click on Agency, All Locations, then select Location this will take you into the Edit Agency Location view. In...