Actions Menu

What is this?

Find Employee

Use to close the current employee and open the employee list. Do this when you are finished with an employee and want to select another employee.

New Employee

Use to open the Employee data entry form so you can enter a new employee.

New Receipt

Use to open the Receipt data entry form to enter a payment from the employee.

New Check

Use to open the Check data entry form to create a check for the employee.

You cannot use this selection to pay a Commission Statement.

New Journal Entry

Use to open the Journal Entry data entry form for the selected employee.

Pay Commissions

Use to open the Pay Commissions form to create a commission statement for the employee.

Delete Employee

Use to delete an employee that does not have any accounting transactions entered for them.

If the employee has accounting transactions you can mark the employee as Inactive. See the Employee topic for more information on inactivating an employee.

Quick Reports

What is this?

Activity List

Clicking Activity List from the Quick Reports menu launches the Report: Activity List selection form, where you can define the scope of your report.

Employee List

Clicking Employee List from the Quick Reports menu launches the Employee List report. This report lists all employees currently in the system. The report can be viewed on screen or printed to paper. There is no selection form for this report.

Notes

Clicking Notes from the Quick Reports menu launches the Report: Notes selection form, where you can define the scope of your report.

Scheduled Report Recipients/Approvers

Click Scheduled Report Recipients/Approvers to launch the Scheduled Report Recipients/Approvers report. The report can be viewed on screen or printed to paper. There is no selection form for this report.

Suspense

Clicking Suspense from the Quick Reports menu launches the Suspense report. The report defaults to all open suspense for the selected employee with a due date less than 30 days from the current date.

Commission Payable Statement

Clicking Commission Payable Statement from the Quick Reports menu launches the Report - Commission Payable Statement selection report so you can define the scope of your report.

Employee 1099

Clicking Employee 1099 from the Quick Reports menu launches the Report: 1099 selection form, where you can define the scope of your report.

Producer/Broker Report

Clicking Producer/Broker Report from the Quick Reports menu launches the Report: Producer/Broker selection form, where you can define the scope of your report.

Actions Menu

What is this?

Find Employee

Use to close the current employee and open the employee list. Do this when you are finished with an employee and want to select another employee.

New Employee

Use to open the Employee data entry form so you can enter a new employee.

New Receipt

Use to open the Receipt data entry form to enter a payment from the employee.

New Check

Use to open the Check data entry form to create a check for the employee.

You cannot use this selection to pay a Commission Statement.

New Journal Entry

Use to open the Journal Entry data entry form for the selected employee.

Pay Commissions

Use to open the Pay Commissions form to create a commission statement for the employee.

Delete Employee

Use to delete an employee that does not have any accounting transactions entered for them.

If the employee has accounting transactions you can mark the employee as Inactive. See the Employee topic for more information on inactivating an employee.

Quick Reports

What is this?

Activity List

Clicking Activity List from the Quick Reports menu launches the Report: Activity List selection form, where you can define the scope of your report.

Employee List

Clicking Employee List from the Quick Reports menu launches the Employee List report. This report lists all employees currently in the system. The report can be viewed on screen or printed to paper. There is no selection form for this report.

Notes

Clicking Notes from the Quick Reports menu launches the Report: Notes selection form, where you can define the scope of your report.

Scheduled Report Recipients/Approvers

Click Scheduled Report Recipients/Approvers to launch the Scheduled Report Recipients/Approvers report. The report can be viewed on screen or printed to paper. There is no selection form for this report.

Suspense

Clicking Suspense from the Quick Reports menu launches the Suspense report. The report defaults to all open suspense for the selected employee with a due date less than 30 days from the current date.

Commission Payable Statement

Clicking Commission Payable Statement from the Quick Reports menu launches the Report - Commission Payable Statement selection report so you can define the scope of your report.

Employee 1099

Clicking Employee 1099 from the Quick Reports menu launches the Report: 1099 selection form, where you can define the scope of your report.

Producer/Broker Report

Clicking Producer/Broker Report from the Quick Reports menu launches the Report: Producer/Broker selection form, where you can define the scope of your report.

Activity Tab Columns

What is this?

Paper Clip

If an Activity has an attachment, a paper clip icon displays in the first column of the appropriate row.

If you do not have security rights to see restricted (hidden) documents, the paper clip will not display if the attachment is restricted. Therefore, you will not be able to view the attached document.

Date

Clicking the Date link opens the Activity form for the specified activity.

This column can be sorted in ascending or descending order.

By

The short name of the person who created the activity (e.g., the person logged into AMS360 when the activity was created).

This column can be sorted in ascending or descending order.

Actions

The selected Action being taken when the Activity was created.

This column can be sorted in ascending or descending order.

Description

The Description entered when the Activity was created.

Activity View Options

What is this?

Activity up to ___ days old

Select this option to see Activities from a date in the past equal to the selected number of days old, up to the current system date. The default number of days is 30.

If you use this activity date option, then all other date fields are cleared.

Date Range From _____ To _____ (mm/dd/yyyy)

Choose a date range by keying in the desired range into the From/To date range fields.

If you use this activity date option, then all other date fields are cleared.

• If a From date is entered, then return all activities where the activity transaction date is equal to or greater than the date entered.

• If a To date is entered, then return all activities where the activity transaction date is equal to or smaller than the date entered.

• If no From date is entered, then assume the beginning system date, or system low date (sql low date).

• If no To date is entered, then assume infinity, or the system high date (sql high date).

If a date range is entered, and the Save As Agency Default View or Save as User Default View option is selected, clear the date range fields and save the other options as appropriate.

Action

This option filters the Activities returned to the Activity tab by the specific Action selected. The default Action is All.

Include Only Activity with Attachments

If this box is checked, then display only those activities that have attachments. The default condition is unchecked.

Maximum # of Records Returned

Select the maximum number of records returned.

Apply

Applies any new view option to the Activity view.

Apply Default

Applies the last saved user, or agency default view options.

• If both exist, the user default takes precedence.

• If neither exist, then the system defaults are applied.

Save as Agency Default View

Checking this checkbox applies any new view options as the Agency Default View when you click the Apply button.

This option is hidden unless you have Owner or System Administrator rights.

Save as User Default View

Checking this checkbox applies any new view options as the User Default View when you click the Apply button.

Chart View Options

What is This?

Type

Use to select up to six charts to display for the employee with varying Date Ranges, Sizes, and Generation intervals.

Date Range

Use to select a Date Range for the Chart.

View Size

Use to select a display size for the Chart. The default is Medium and will display six charts on one page.

Generated

Use to select the frequency of generating the Charts. Once per day is the default. If you choose Real-time the charts are generated each time you click the Chart tab.

Custom Chart Options

Use to select the chart Type, view Size, listed Date Range, or user-selected Date Range. Then, click View Chartand a custom chart appears in another window for side-by-side comparison.

The number of Custom Charts is limited only by the capacity of your workstation. Each chart appears in a separate window.

Custom Charts cannot be saved as the Agency or User default views.

Save as Agency Default View

Use to save the view options you have selected as the agency default for all users when you click Apply.

This option appears only if you have proper authorization.

Save as User Default View

Use to save the selected view options as your user default when you click Apply.

Apply

Use to display Charts that meet the criteria you have selected from the View Options section.

Apply Default

Use to display Charts based on the last saved User or Agency default view. If both a User and Agency default view exist, then the User default is applied.

Button

What is This?

Launches the Activity data entry form with the selected file attached.

You must select a file first by checking the Select box next to the file to attach. (You cannot Select documents that are managed through a third-party imaging vendor.)

Launches the Notes data entry form with the selected file attached.

You must select a file first by checking the Select box next to the file to attach. (You cannot Select documents that are managed through a third-party imaging vendor.)

Launches the Contacts selection form, from which you can assign recipients of an email message with the document attached.

You must select a file first by checking the Select box next to the file to send. (You cannot Select documents that are managed through a third-party imaging vendor.)

Creates a copy of the selected file which you can paste into Attachments or other Doc360 form; you can also paste the file into a network location outside the system.

You must select a file first by checking the Select box next to the file to copy. (You cannot Select documents that are managed through a third-party imaging vendor.)

Launches the Change Index Information data entry form for the selected document.

You must select a file first by checking the Select box next to the file for which you would like to view the form. (You cannot Select documents that are managed through a third-party imaging vendor.)

Document Columns

What is This?

Select

Check the Select box to include this document file in the action that you take next.

Example:

You check the Select box next to an image file related to a claim. Then you click the Activity button to open a claim Activity. The selected image file is automatically attached.

If your agency has enabled Doc360 features for third-party vendor imaging, then the Select checkbox is disabled for those documents managed using the third-party vendor. See Doc360 Setup > Doc360 Setup Sections > Third-party Integration Setup for more information.

Info

Click the Info icon to view the file's Document Information form.

Through Document Information, you can access the Change Index Information data entry form as well as the view Attachment Locations.

If your agency has enabled Doc360 features for third-party vendor imaging, then those documents managed using the third-party vendor are indicated by a unique icon that you set up. See Doc360 Setup > Doc360 Setup Sections > Third-party Integration Setup for more information.

Actions

The icons that you see in this column depend on your security access to the specific document, as well as whether you (or another user) currently has the document "checked out" of the system.

• View: Click to open and view the document in an application compatible with the documents' file extension.
  
  If your agency has enabled Doc360 features for third-party vendor imaging, then View is the only Action available for those documents managed using the third-party vendor. Click the View icon to open the document using the third-party imaging application. (To enable this feature, see Doc360 Setup > Doc360 Setup Sections > Third-party Integration Setup for more information.)

• Edit: Click to open and edit the document in an application compatible with the document's file extension. Edit "checks out" the document from the system, so that only one user can make changes at a time. You can revise the document, save, and close the outside application; then you can save the revised version of the document to the system by clicking the Save icon.

• Save: The Save icon appears only when you have the document checked out for editing. Click the Save icon when you are ready to "check in" your revised version of the document.

• Open: The Open icon appears only when you have the document checked out for editing. Opening the file re-launches the document in the outside application; use it if you have closed the outside application, but you are not ready to save the revised document back to the system.

File Name

The name of the document in the system, as entered on the Document Distribution form, the Attachments form, or the Change Index Information form.

If your agency has enabled Doc360 features for third-party vendor imaging, then the default File Name is Third-party Document. You can modify this using the Change Index Information data entry form.

Doc Type

Describes document's type of correspondence in relation to its applicable business transaction.

Description

The document description, as entered on either the Document Distribution form, the Attachments form, or the Change Index Information form.

Ref #

The unique system-assigned reference number. The key to the number's prefix sequence is: [2-digit year]+[2-digit month]+[2-digit day].The number's suffix is system sequential for the day.

Example:

You attach a file to an Activity on April 3rd, 2006. It is the fifteenth file to be processed in the agency system that day. The system assigns this reference number to the document: 060403-15.

Index 1
Index 2

The Index word or number, based on your agency-defined indexing method. Index information is entered on either the Document Distribution form, the Attachments form, or the Change Index Information form.

Received

The date that the document was imported into the system.

History

If you have the proper security rights, you can click the Document History icon to view the History form, which displays all the actions that have been taken on the document file within the system.

Documents View Options

What is this?

Files up to ___ days old

Select this option to see Documents from a date in the past equal to the selected number of days old, up to the current system date. The default number of days is 90.

If you use this documents date option, then all other date fields are cleared.

Date Range From/To (mm/dd/yyyy)

Choose a date range by keying in the desired range into the From/To date range fields.

If you use this document date option, then all other date fields are cleared.

• If a From date is entered, then return all documents where the received date is equal to or greater than the date entered.

• If a To date is entered, then return all documents where the received date is equal to or smaller than the date entered.

• If no From date is entered, then assume the beginning system date, or system low date (sql low date).

• If no To date is entered, then assume infinity, or the system high date (sql high date).

Security Classification

To filter only those documents with a specific security classification, select the classification from the list.

With the exception of the Unrestricted classification, you must be authorized to view or edit specific document security classifications in Security Group Setup. Unless you have Full Access to Restricted (Hidden) documents, these are hidden from system view and won't appear on the tab.

Doc Type

To filter only those documents of a specific type, select it from the list. Doc Type describes the document's type of correspondence in relation to its applicable business transaction.

File Name

To filter your view to include a specific document, enter the file name of the document, as entered on the Document Distribution form, the Attachments form, or the Change Index Information form.

You must enter the name exactly as it appears in the system.

Ref #

To filter your view to include a specific document, enter its unique system-assigned reference number. You can also filter for the six-digit prefix.

Index 1
Index 2

To narrow view options by index entry, enter the first few letters or numbers of the index keyword. Index information is entered on either the Document Distribution form, the Attachments form, or the Change Index Information form.

Description Keyword(s)

To narrow view options by description, you can enter a sequence of letters that appears in the Description of the document(s) you want to view.

A document's Description information is entered on the Document Distribution form, the Attachments form, or the Change Index Information form.

Maximum # of Records Returned

Select the maximum number of records returned:

• 100

• 500

• 1,000

• 1,500

• 2,000

• 5,000

• 10,000

• Unlimited

Apply

Applies any new view option to the Documents view.

Apply Default

Applies the last saved user, or agency default view options.

• If both exist, the user default takes precedence.

• If neither exist, then the system defaults are applied.

Save as Agency Default View

Checking this checkbox applies any new view options as the Agency Default View when you click the Apply button.

This option is hidden unless you have Owner or System Administrator rights.

The date range cannot be saved as a Default View.

Save as User Default View

Checking this checkbox applies any new view options as the User Default View when you click the Apply button.

The date range cannot be saved as a Default View.

Notes Tab Columns

What is this?

If a Note has an attachment, a paper clip icon is displayed in the first column of the appropriate row.

If you do not have security rights to see restricted (hidden) documents, the paper clip is not displayed if the attachment is restricted. Therefore, you will not be able to view the attached document.

Date

Clicking the Date link opens the Notes form for the specified note.

This column can be sorted in ascending or descending order. Descending order is the default.

Note

The text entered when the Note was created.

Purge Date

When the note was created, this is the date the user chose to have the note purged. This is not a required field in the Notes form, so this field could be blank.

This column can be sorted in ascending or descending order.

Notes View Options

What is this?

Date Range From _____ To _____ (mm/dd/yyyy)

Choose a date range by keying in the desired range into the From/To date range fields.

If you use this note date option, then all other date fields are cleared.

• If a From date is entered, then return all notes where the note Date is equal to or greater than the date entered.

• If a To date is entered, then return all notes where the notes Date is equal to or smaller than the date entered.

• If no From date is entered, then assume the beginning system date (sql low date).

• If no To date is entered, then assume infinity, or the system high date (sql high date).

If a date range is entered, and the Save As Agency Default View or Save as User Default View is checked, clear the date range fields and save the other options as appropriate.

Purge Date Range From ____ To ____ (mm/dd/yyyy).

Choose a date range by keying in the desired range into the Purge date range fields.

If you use this note date option, then all other date fields are cleared.

• If a From date is entered, then return all notes where the notes Purge On date is equal to or greater than the date entered.

• If a To date is entered, then return all notes where the notes Purge On date is equal to or smaller than the date entered.

• If no From date is entered, then assume the beginning system date (sql low date).

• If no To date is entered, then assume infinity, or the system high date (sql high date).

If a date range is entered, and the Save As Agency Default View or Save as User Default View is checked, clear the date range fields and save the other options as appropriate.

Include Only Notes with Attachments

If this box is checked, then display only those notes that have attachments. The default condition is unchecked.

Maximum # of Records Returned

Select the maximum number of records returned.

Apply

Applies any new view option to the Notes view.

Apply Default

Applies the last saved user, or agency default view options.

• If both exist, the user default takes precedence.

• If neither exist, then the system defaults are applied.

Save as Agency Default View

Checking this checkbox applies any new view options as the Agency Default View when you click the Apply button.

This option is hidden unless you have Owner or System Administrator rights.

Save as User Default View

Checking this checkbox applies any new view options as the User Default View when you click the Apply button.

Detail Rows

What is this?

Actions

The actions available for the transaction.

The links appear based on your security authorization.

GL Date

The date the item posted to the general ledger.

Division

The division in which the transaction was processed.

Type

The Accounting Transaction Code for the item. Click the Type of transaction to view the transaction detail.

Check #

This is the check number of the check transaction.

Ref#

For receipt, check, or journal entry rows this is the system-assigned reference number of the transaction.

Description

The description entered on the receipt, check, journal entry, or commission statement.

Amount

The transaction amount.

Actions

What is this?

V

Use to void a transaction. For more information see the following topics: Void a Receipt, Void a Check, or Void a Journal Entry

C

Use to copy a transaction. For more information see the following topics: Copy a Check or Copy a Journal Entry

Register View Options

What is this?

Date Range

Choose a pre-defined Date Range by selecting from the list, or choosing the Date Range "User Defined", and keying in the desired range in the From/To date range fields.

The default date range is "Current & Prior Month".

1. All In Progress or Ready to Pay commission payable statements display even if they exceed the 100 row limitation.

2. Based on the GL Date posted, if your Date Range is for one day, then all posted commission payable statements and their accompanying general ledger activity, display even if they exceed the 100 row limitation.

3. Based on the GL Date posted, if your Date Range is for more than one day, then the 100 row limitation applies to the posted commission payable statements and their accompanying general ledger activity. However, you do get a message that says, "More than 100 Commission Payable Statements found".

4. If you are looking for a specific Commission Payable Statement, then further limit your view options by reducing the Date Range.

Date Range From/To

Enter a range of dates for the Register items to display.

You cannot save a user defined date range as an agency or user default option.

Save as Agency Default View

Saves the view options you have selected as the agency default for all users.

This option appears only if you have proper authorization.

Save as User Default View

Use to save the selected view options as your user default when you click Apply.

Apply

Use to display Register items that meet the criteria you have selected from the View Options section.

Apply Default

Displays Activities based on the last saved User or Agency Default View. If both a user and agency default view exist, then the user default is applied.

Suspense Tab Columns

What is this?

Due Date

Clicking the Due Date link opens the Activity/Suspense form for the specified suspense.

This column can be sorted in ascending or descending order.

Priority

The suspense Priority (e.g., low, normal, critical) is set when the Suspense is created.

This column can be sorted in ascending or descending order. The secondary sort is by Due Date, oldest to newest.

By

The short name of the person who created the suspense (e.g., the person logged into AMS360 when the suspense was logged).

To

The short name of the person assigned to the suspense (e.g., the person that must complete the suspense).

Action

• This is the Action (e.g., application, appointment, binder) assigned to the suspense.

• This column can be sorted in ascending or descending order. The secondary sort is by Due Date, oldest to newest.

Description

The Description entered when the Suspense was created.

Complete

When a suspense item is finished, check the Complete checkbox and click Update.

Once a suspense item is marked Complete, the checkbox is grayed out and the status cannot be changed back to incomplete.

Update

Suspense View Options

What is this?

Due dates up to ___ days beyond the current date.

Select this option to see Suspense items that are equal to the current date, and those items that are a specified number of days beyond the current date.

The default number of days is 30.

If you use this suspense date option, then all other date fields are cleared.

Date Range From ____ To ____ (mm/dd/yyyy)

Choose a date range by keying in the desired range into the From/To date range fields.

If you use this suspense date option, then all other date fields are cleared.

• If a From date is entered, then return all suspense items where the suspense due date is equal to or greater than the date entered.

• If a To date is entered, then return all suspense items where the suspense due date is equal to or smaller than the date entered.

• If no From date is entered, then assume the beginning system date (sql low date).

• If no To date is entered, then assume infinity, or the system high date (sql high date).

If a date range is entered, and the Save As Agency Default View or Save as User Default View option is selected, clear the date range fields and save the other options as appropriate.

Status

This option filters the Suspense items returned to the Suspense tab by the specific Status selected. The default Status is Not Completed.

• All

• Completed

• Not Completed

Action

This option filters the Suspense items returned to the Suspense tab by the specific Action selected. The default Action is All.

Priority

This option filters the Suspense items returned to the Suspense tab by the specific Priority selected. The default Priority is All.

• All

• Critical

• Normal

• Low

Color Setup

Use these options to highlight suspense items due today or past due by changing their text and background colors:

Selecting either of these options take you to a color pallet.  Select your color and click Apply.

Maximum # of Records Returned

Select the maximum number of records returned to the center table.

Apply

Applies any new view option to the Suspense view.

Apply Default

Applies the last saved user, or agency default view options.

• If both exist, the user default takes precedence.

• If neither exist, then the system defaults are applied.

Save as Agency Default View

Checking this checkbox applies any new view options as the Agency Default View when you click the Apply button.

This option is hidden unless you have Owner or System Administrator rights.

Save as User Default View

Checking this checkbox applies any new view options as the User Default View when you click the Apply button.

Activity Tab Columns

What is this?

Paper Clip

If an Activity has an attachment, a paper clip () displays in the first column of the appropriate row.

If you do not have security rights to see restricted (hidden) documents, the paper clip will not display if the attachment is restricted. Therefore, you will not be able to view the attached document.

Date

Clicking the Date link opens the Activity form for the specified activity.

This column can be sorted in ascending or descending order.

By

The short name of the person who created the activity (e.g., the person logged into AMS360 when the activity was created).

This column can be sorted in ascending or descending order.

Actions

The selected Action being taken when the Activity was created.

This column can be sorted in ascending or descending order.

Description

The Descriptionentered when theActivitywas created.

Activity View Options

What is this?

Activity up to ___ days old

Select this option to see Activities from a date in the past equal to the selected number of days old, up to the current system date. The default number of days is 30.

If you use this activity date option, then all other date fields are cleared.

Date Range From _____ To _____ (mm/dd/yyyy)

Choose a date range by keying in the desired range into the From/To date range fields.

If you use this activity date option, then all other date fields are cleared.

• If a From date is entered, then return all activities where the activity transaction date is equal to or greater than the date entered.

• If a To date is entered, then return all activities where the activity transaction date is equal to or smaller than the date entered.

• If no From date is entered, then assume the beginning system date, or system low date (sql low date).

• If no To date is entered, then assume infinity, or the system high date (sql high date).

If a date range is entered, and the Save As Agency Default VieworSave as User Default Viewis checked, clear the date range fields and save the other options as appropriate.

Action

This option filters the Activities returned to the Activity tab by the specific Action selected. The default Action is All.

Include Only Activity with Attachments

If this box is checked, then display only those activities that have attachments. The default condition is unchecked.

Maximum # of Records Returned

Select the maximum number of records returned:

• 100

• 500

• 1,000

• 1,500

• 2,000

• 5,000

• 10,000

• Unlimited

Apply

Applies any new view option to the Activity view.

Apply Default

Applies the last saved user, or agency default view options.

• If both exist, the user default takes precedence.

• If neither exist, then the system defaults are applied.

Save as Agency Default View

Checking this checkbox applies any new view options as the Agency Default View when you click the Apply button.

This option is hidden unless you have Owner or System Administrator rights.

Save as User Default View

Checking this checkbox applies any new view options as the User Default View when you click the Apply button.

Activity Tab Columns

What is this?

Paper Clip

If an Activity has an attachment, a paper clip () displays in the first column of the appropriate row.

If you do not have security rights to see restricted (hidden) documents, the paper clip will not display if the attachment is restricted. Therefore, you will not be able to view the attached document.

Date

Clicking the Date link opens the Activity form for the specified activity.

This column can be sorted in ascending or descending order.

By

The short name of the person who created the activity (e.g., the person logged into AMS360 when the activity was created).

This column can be sorted in ascending or descending order.

Actions

The selected Action being taken when the Activity was created.

This column can be sorted in ascending or descending order.

Description

The Descriptionentered when theActivitywas created.

Activity View Options

What is this?

Activity up to ___ days old

Select this option to see Activities from a date in the past equal to the selected number of days old, up to the current system date. The default number of days is 30.

If you use this activity date option, then all other date fields are cleared.

Date Range From _____ To _____ (mm/dd/yyyy)

Choose a date range by keying in the desired range into the From/To date range fields.

If you use this activity date option, then all other date fields are cleared.

• If a From date is entered, then return all activities where the activity transaction date is equal to or greater than the date entered.

• If a To date is entered, then return all activities where the activity transaction date is equal to or smaller than the date entered.

• If no From date is entered, then assume the beginning system date, or system low date (sql low date).

• If no To date is entered, then assume infinity, or the system high date (sql high date).

If a date range is entered, and the Save As Agency Default VieworSave as User Default Viewis checked, clear the date range fields and save the other options as appropriate.

Action

This option filters the Activities returned to the Activity tab by the specific Action selected. The default Action is All.

Include Only Activity with Attachments

If this box is checked, then display only those activities that have attachments. The default condition is unchecked.

Maximum # of Records Returned

Select the maximum number of records returned:

• 100

• 500

• 1,000

• 1,500

• 2,000

• 5,000

• 10,000

• Unlimited

Apply

Applies any new view option to the Activity view.

Apply Default

Applies the last saved user, or agency default view options.

• If both exist, the user default takes precedence.

• If neither exist, then the system defaults are applied.

Save as Agency Default View

Checking this checkbox applies any new view options as the Agency Default View when you click the Apply button.

This option is hidden unless you have Owner or System Administrator rights.

Save as User Default View

Checking this checkbox applies any new view options as the User Default View when you click the Apply button.

Chart View Options

What is This?

Type

Use to select up to six charts to display for the employee with varying Date Ranges, Sizes, and Generation intervals.

Date Range

Use to select a Date Range for the Chart.

View Size

Use to select a display size for the Chart. The default isMediumand will display six charts on one page.

Generated

Use to select the frequency of generating the Charts. Once per day is the default. If you choose Real-time the charts are generated each time you click the Chart tab.

Custom Chart Options

Use to select the chart Type, view Size, listed Date Range, or user-selected Date Range. Then, click View Chartand a custom chart appears in another window for side-by-side comparison.

The number of Custom Charts is limited only by the capacity of your workstation. Each chart appears in a separate window.

Custom Charts cannot be saved as the Agency or User default views.

Save as Agency Default View

Use to save the view options you have selected as the agency default for all users when you click Apply.

This option appears only if you have proper authorization.

Save as User Default View

Use to save the selected view options as your user default when you click Apply.

Apply

Use to display Charts that meet the criteria you have selected from the View Options section.

Apply Default

Use to display Charts based on the last saved User or Agency default view. If both a User and Agency default view exist, then the User default is applied.

Button

What is This?

Launches the Activity data entry form with the selected file attached.

You must select a file first by checking the Select box next to the file to attach. (You cannot Select documents that are managed through a third-party imaging vendor.)

Launches the Notes data entry form with the selected file attached.

You must select a file first by checking the Select box next to the file to attach. (You cannot Select documents that are managed through a third-party imaging vendor.)

Launches the Contacts selection form, from which you can assign recipients of an email message with the document attached.

You must select a file first by checking the Select box next to the file to send. (You cannot Select documents that are managed through a third-party imaging vendor.)

Creates a copy of the selected file which you can paste into Attachments or other Doc360 form; you can also paste the file into a network location outside the system.

You must select a file first by checking the Select box next to the file to copy. (You cannot Select documents that are managed through a third-party imaging vendor.)

Launches the Change Index Information data entry form for the selected document.

You must select a file first by checking the Select box next to the file for which you would like to view the form. (You cannot Select documents that are managed through a third-party imaging vendor.)

Document Columns

What is This?

Select

Check the Select box to include this document file in the action that you take next.

Example:

You check the Select box next to an image file related to a claim. Then you click the Activity button to open a claim Activity. The selected image file is automatically attached.

If your agency has enabled Doc360 features for third-party vendor imaging, then the Select checkbox is disabled for those documents managed using the third-party vendor. See Doc360 Setup > Doc360 Setup Sections > Third-party Integration Setup for more information.

Info

Click the Info icon to view the file's Document Information form.

Through Document Information, you can access the Change Index Information data entry form as well as the view Attachment Locations.

If your agency has enabled Doc360 features for third-party vendor imaging, then those documents managed using the third-party vendor are indicated by a unique icon that you set up. See Doc360 Setup > Doc360 Setup Sections > Third-party Integration Setup for more information.

Actions

The icons that you see in this column depend on your security access to the specific document, as well as whether you (or another user) currently has the document "checked out" of the system.

• View: Click to open and view the document in an application compatible with the documents' file extension.

If your agency has enabled Doc360 features for third-party vendor imaging, then View is the only Action available for those documents managed using the third-party vendor. Click to open the document using the third-party imaging application. (To enable this feature, see Doc360 Setup > Doc360 Setup Sections > Third-party Integration Setup for more information.)

• Edit: Click to open and edit the document in an application compatible with the document's file extension. Edit "checks out" the document from the system, so that only one user can make changes at a time. You can revise the document, save, and close the outside application; then you can save the revised version of the document to the system by clicking the Save icon .

• Save: The Save icon appears only when you have the document checked out for editing. Click Save when you are ready to "check in" your revised version of the document.

• Open: The Open icon appears only when you have the document checked out for editing. Opening the file re-launches the document in the outside application; use it if you have closed the outside application, but you are not ready to save the revised document back to the system.

File Name

The name of the document in the system, as entered on the Document Distribution form, the Attachments form, or the Change Index Information form.

If your agency has enabled Doc360 features for third-party vendor imaging, then the default File Name is Third-party Document. You can modify this using the Change Index Information data entry form.

Doc Type

Describes document's type of correspondence in relation to its applicable business transaction.

Description

The document description, as entered on either the Document Distribution form, the Attachments form, or the Change Index Information form.

Ref #

The unique system-assigned reference number. The key to the number's prefix sequence is: [2-digit year]+[2-digit month]+[2-digit day].The number's suffix is system sequential for the day.

Example:

You attach a file to an Activity on April 3rd, 2006. It is the fifteenth file to be processed in the agency system that day. The system assigns this reference number to the document: 060403-15.

Index 1
Index 2

The Index word or number, based on your agency-defined indexing method. Index information is entered on either the Document Distribution form, the Attachments form, or the Change Index Information form.

Received

The date that the document was imported into the system.

History

If you have the proper security rights, you can click the Document History icon to view the History form, which displays all the actions that have been taken on the document file within the system.

Documents View Options

What is this?

Files up to ___ days old

Select this option to see Documents from a date in the past equal to the selected number of days old, up to the current system date. The default number of days is 90.

If you use this documents date option, then all other date fields are cleared.

Date Range From/To (mm/dd/yyyy)

Choose a date range by keying in the desired range into the From/To date range fields.

If you use this document date option, then all other date fields are cleared.

• If a From date is entered, then return all documents where the received date is equal to or greater than the date entered.

• If a To date is entered, then return all documents where the received date is equal to or smaller than the date entered.

• If no From date is entered, then assume the beginning system date, or system low date (sql low date).

• If no To date is entered, then assume infinity, or the system high date (sql high date).

Security Classification

To filter only those documents with a specific security classification, select the classification from the list.

With the exception of the Unrestricted classification, you must be authorized to view or edit specific document security classifications in Security Group Setup. Unless you have Full Access to Restricted (Hidden) documents, these are hidden from system view and won't appear on the tab.

Doc Type

To filter only those documents of a specific type, select it from the list. Doc Type describes the document's type of correspondence in relation to its applicable business transaction.

File Name

To filter your view to include a specific document, enter the file name of the document, as entered on the Document Distribution form, the Attachments form, or the Change Index Information form.

You must enter the name exactly as it appears in the system.

Ref #

To filter your view to include a specific document, enter its unique system-assigned reference number. You can also filter for the six-digit prefix.

Index 1
Index 2

To narrow view options by index entry, enter the first few letters or numbers of the index keyword. Index information is entered on either the Document Distribution form, the Attachments form, or the Change Index Information form.

Description Keyword(s)

To narrow view options by description, you can enter a sequence of letters that appears in the Description of the document(s) you want to view.

A document's Description information is entered on the Document Distribution form, the Attachments form, or the Change Index Information form.

Maximum # of Records Returned

Select the maximum number of records returned:

• 100

• 500

• 1,000

• 1,500

• 2,000

• 5,000

• 10,000

• Unlimited

Apply

Applies any new view option to the Documentsview.

Apply Default

Applies the last saved user, or agency default view options.

• If both exist, the user default takes precedence.

• If neither exist, then the system defaults are applied.

Save as Agency Default View

Checking this checkbox applies any new view options as the Agency Default View when you click the Apply button.

This option is hidden unless you have Owner or System Administrator rights.

The date range cannot be saved as a Default View.

Save as User Default View

Checking this checkbox applies any new view options as the User Default View when you click the Apply button.

The date range cannot be saved as a Default View.

Notes Tab Columns

What is this?

If aNotehas an attachment, a paper clip () displays in the first column of the appropriate row.

If you do not have security rights to see restricted (hidden) documents, the paper clip will not display if the attachment is restricted. Therefore, you will not be able to view the attached document.

Date

Clicking the Date link opens the Notes form for the specified note.

This column can be sorted in ascending or descending order. Descending order is the default.

Note

The text entered when the Note was created.

Purge Date

When the note was created, this is the date the user chose to have the note purged. This is not a required field in the Notes form, so this field could be blank.

This column can be sorted in ascending or descending order.

Notes View Options

What is this?

Date Range From _____ To _____ (mm/dd/yyyy)

Choose a date range by keying in the desired range into the From/To date range fields.

If you use this note date option, then all other date fields are cleared.

• If a From date is entered, then return all notes where the note Date is equal to or greater than the date entered.

• If a To date is entered, then return all notes where the notes Date is equal to or smaller than the date entered.

• If no From date is entered, then assume the beginning system date (sql low date).

• If no To date is entered, then assume infinity, or the system high date (sql high date).

If a date range is entered, and the Save As Agency Default VieworSave as User Default Viewis checked, clear the date range fields and save the other options as appropriate.

Purge Date Range From ____ To ____ (mm/dd/yyyy).

Choose a date range by keying in the desired range into the Purge date range fields.

If you use this note date option, then all other date fields are cleared.

• If a From date is entered, then return all notes where the notes Purge On date is equal to or greater than the date entered.

• If a To date is entered, then return all notes where the notes Purge On date is equal to or smaller than the date entered.

• If no From date is entered, then assume the beginning system date (sql low date).

• If no To date is entered, then assume infinity, or the system high date (sql high date).

If a date range is entered, and theSave As Agency Default VieworSave as User Default Viewis checked, clear the date range fields and save the other options as appropriate.

Include Only Notes with Attachments

If this box is checked, then display only those notes that have attachments. The default condition is unchecked.

Maximum # of Records Returned

Select the maximum number of records returned:

• 100

• 500

• 1,000

• 1,500

• 2,000

• 5,000

• 10,000

• Unlimited

Apply

Applies any new view option to the Notes view.

Apply Default

Applies the last saved user, or agency default view options.

• If both exist, the user default takes precedence.

• If neither exist, then the system defaults are applied.

Save as Agency Default View

Checking this checkbox applies any new view options as the Agency Default View when you click the Apply button.

This option is hidden unless you have Owner or System Administrator rights.

Save as User Default View

Checking this checkbox applies any new view options as the User Default View when you click the Apply button.

Detail Rows

What is this?

Actions

The actions available for the transaction.

The links appear based on your security authorization.

GL Date

The date the item posted to the general ledger.

Division

The division in which the transaction was processed.

Type

The Accounting Transaction Code for the item. Click the Type of transaction to view the transaction detail.

Check #

This is the check number of the check transaction.

Ref#

For receipt, check, or journal entry rows this is the system-assigned reference number of the transaction.

Description

The description entered on the receipt, check, journal entry, or commission statement.

Amount

The transaction amount.

Actions

What is this?

V

Use to void a transaction. For more information see the following topics: Void a Receipt, Void a Check, or Void a Journal Entry

C

Use to copy a transaction. For more information see the following topics: Copy a Check or Copy a Journal Entry

Register View Options

What is this?

Date Range

Choose a pre-defined Date Range by selecting from the list, or choosing the Date Range "User Defined", and keying in the desired range in the From/To date range fields.

The default date range is "Current & Prior Month".

1. All In Progress or Ready to Pay commission payable statements display even if they exceed the 100 row limitation.

2. Based on the GL Date posted, if your Date Range is for one day, then all posted commission payable statements and their accompanying general ledger activity, display even if they exceed the 100 row limitation.

3. Based on the GL Date posted, if your Date Range is for more than one day, then the 100 row limitation applies to the posted commission payable statements and their accompanying general ledger activity. However, you do get a message that says, "More than 100 Commission Payable Statements found".

4. If you are looking for a specific Commission Payable Statement, then further limit your view options by reducing the Date Range.

Date Range From/To

Enter a range of dates for the Register items to display.

You cannot save a user defined date range as an agency or user default option.

Save as Agency Default View

Saves the view options you have selected as the agency default for all users.

This option appears only if you have proper authorization.

Save as User Default View

Use to save the selected view options as your user default when you click Apply.

Apply

Use to display Register items that meet the criteria you have selected from the View Options section.

Apply Default

Displays Activities based on the last saved User or Agency Default View. If both a user and agency default view exist, then the user default is applied.

Suspense Tab Columns

What is this?

Due Date

Clicking the Due Date link opens the Activity/Suspense form for the specified suspense.

This column can be sorted in ascending or descending order.

Priority

The suspense Priority(e.g. low, normal, critical) is set when theSuspenseis created.

This column can be sorted in ascending or descending order. The secondary sort is by Due Date, oldest to newest.

By

The short name of the person who created the suspense (e.g., the person logged into AMS360 when the suspense was logged).

To

The short name of the person assigned to the suspense (e.g., the person that must complete the suspense).

Action

• This is the Action (e.g., application, appointment, binder) assigned to the suspense.

• This column can be sorted in ascending or descending order. The secondary sort is by Due Date, oldest to newest.

Description

The Description entered when the Suspense was created.

Complete

When a suspense item is finished, check the Complete checkbox and click Update.

Once a suspense item is marked Complete, the checkbox is grayed out and the status cannot be changed back to incomplete.

Update

Suspense View Options

What is this?

Due dates up to ___ days beyond the current date.

Select this option to see Suspense items that are equal to the current date, and those items that are a specified number of days beyond the current date.

The default number of days is 30.

If you use this suspense date option, then all other date fields are cleared.

Date Range From ____ To ____ (mm/dd/yyyy)

Choose a date range by keying in the desired range into the From/To date range fields.

If you use this suspense date option, then all other date fields are cleared.

• If a From date is entered, then return all suspense items where the suspense due date is equal to or greater than the date entered.

• If a To date is entered, then return all suspense items where the suspense due date is equal to or smaller than the date entered.

• If no From date is entered, then assume the beginning system date (sql low date).

• If no To date is entered, then assume infinity, or the system high date (sql high date).

If a date range is entered, and the Save As Agency Default View or Save as User Default View is checked, clear the date range fields and save the other options as appropriate.

Status

This option filters the Suspense items returned to the Suspensetab by the specificStatusselected. The defaultStatusisNot Completed.

• All

• Completed

• Not Completed

Action

This option filters the Suspense items returned to the Suspense tab by the specific Action selected. The default Action is All.

Priority

This option filters the Suspense items returned to the Suspense tab by the specific Priority selected. The default PriorityisAll.

• All

• Critical

• Normal

• Low

Color Setup

Use these options to highlight suspense items due today or past due by changing their text and background colors:

Selecting either of these options take you to a color pallet.  Select your color and click Apply.

Maximum # of Records Returned

Select the maximum number of records returned to the center table.

• 100

• 500

• 1,000

• 1,500

• 2,000

• 5,000

• 10,000

• Unlimited

Apply

Applies any new view option to the Suspense view.

Apply Default

Applies the last saved user, or agency default view options.

• If both exist, the user default takes precedence.

• If neither exist, then the system defaults are applied.

Save as Agency Default View

Checking this checkbox applies any new view options as the Agency Default View when you click the Apply button.

This option is hidden unless you have Owner or System Administrator rights.

Save as User Default View

Checking this checkbox applies any new view options as the User Default View when you click the Apply button.