Steps to Post to the Accounting System
- During the Binding Process, navigate to the Posting Summary Screen.
- Review all details, including:
- Premium amounts
- Commissions
- Taxes and fees
- Choose an action:
- Review: Validate all entries for accuracy.
- Cancel: Exit without posting.
- Update Binder: Return for edits if changes are required.
- Confirm the posting to finalize updates to the accounting system.
Checklist:
