Beep
Create
Log in
Sign up
Roadmap
Feedback
Product roadmap
Changelog
Boards
Product roadmap
Powered by Canny
Product roadmap
Details
Category
Select a category
Showing
Planned
Sort
Trending
Top
New
Filter
Under Review
Planned
In Progress
Complete
posts in
Reporting
All Categories
Rating (2)
Billing and collections (8)
Compliance and filings (5)
Payouts and payees (5)
Reporting (4)
Claims (2)
Launch and migration (1)
Platform breadth (5)
Michigan and multi-state (4)
Month-end close and general ledger export
A close package your accountant can post: journals by account and period, posted date kept separate from accounting date, and an export to the general ledger you already use.
0
·
Reporting
·
planned
1
Detail reports with scheduling
Row-level reports by program, agency, insured, and coverage, delivered on a schedule.
1
·
Reporting
·
planned
1
Account current and trust accounting
The fiduciary statement the carrier and the auditor expect, tied to the ledger.
1
·
Reporting
·
planned
1
Carrier bordereaux
Premium and claims bordereaux in the carrier's format, on their schedule.
1
·
Reporting
·
planned
1
Powered by Canny