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We've just released a series of updates to help you keep your accounts clean and speed up sending out agency statements 👏
✉️ E-mailing out agency statements
just got easier 📬
Use the configurable “Email agency statement” button on the Agency accounting screen to quickly send out your monthly statements to your accounting contact at the Agency.
💵 Third party payments 💰
Now there is an easier way to handle cases when the agent pays the carrier directly. No need to create multiple $0 endorsements or manual journals.
💲 Offsetting now happens automatically 🤖
Now you don't have to offset original and reverse transactions automatically after an edit, BindHQ does it for you! If there are already applied payments manual work is still needed to prevent any unwanted effect.
If you have any question or comment, let us know!
