“ XE is ‘accounting for dummies.’ With Partner XE, I can get our entire agency billing and accounting done in three or four hours a month. That’s a tenth of the time it used to take.”
—Leslie Huesman, Agency Owner Cincinnati, Ohio
Say good-bye to multi-system redundancies with Partner XE Accounting
Accounting should be easy. With Partner XE’s fully integrated module, it is. When you choose Partner XE Accounting over a generic “boxed” version, your accounting system and your agency management system WORK TOGETHER, eliminating redundant inputting. Streamlined features keep daily busy-work to a minimum.
PARTNER XE ACCOUNTING simplifies your job, with:
- Daily processing
- Direct bill commission download
- Agency billing
- Direct advance
- Quick direct bill pass-through
- Producer commission splits up to 5 levels
- Direct bill reconciliation
- Company account current
- Vendor payables
- Financial and production reports
- Balance sheets
- Income statements
- Expense reports
- Producer statements
- Aged accounts receivable reports
- Graphic display of accounting reports
