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Third-Party-Software / Re: E Signature programs
« Last post by Ric on September 19, 2019, 03:26:19 pm »
DocuSign here also, with the same pros and cons as above
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Third-Party-Software / Re: E Signature programs
« Last post by Sherry Burrell on September 19, 2019, 03:17:46 pm »
We use RightSignature and have been happy with it.  It is integrated with Epic which was a plus for me.  I know several of the others are now integrated, but haven't seen a reason to change.
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Third-Party-Software / Re: E Signature programs
« Last post by Jim Jensen on September 19, 2019, 02:49:47 pm »
We also use DocuSign and one of the plus is that client's are familiar with it, more than others. Safeco has added integration with agency accounts, but you must purchase the entrprise edition, which is even pricier. We have not opted for that. Customer support at DS is minimal and all overseas. We signed up through the IIABA link that included a 20% discount, but when I added an additional license later, they did not apply the discount and I'm having a very difficult time getting them to do so. I have been looking at SignNow too, which seems improved over it's previous offering. I didn't get to try it much, but it seemed to work the same as DS for me, maybe even a little more options.

In the past, I would send a PDF to the client and suggest that they load SignNow's free app on their phone and can sign it there and email back to me.
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Third-Party-Software / Re: E Signature programs
« Last post by Mark on September 19, 2019, 11:52:46 am »
Cool.  Does it also give you the certification stuff or whatever it's called?  The proof of signature?
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Third-Party-Software / Re: E Signature programs
« Last post by Mark Rowe on September 19, 2019, 11:35:06 am »
Thanks Mark. I realize that most people use DS but we would never never (at this point) need all the features. I just tried out "Sign Request" which has a free individual license that worked pretty slick and allows up to 15 docs/ month. I did a test and it seems to fit exactly what I need for now....basic application sign and return.

DocuSign here.  I do feel like it's pricey, though.  However, just compared with a friend of mine who uses Right Signature and it was surprisingly close, but DS still a few bucks more per user.  I think DS might have more features, too bu not 100% sure.

My personal opinion is that this is the "best" one.  Like a standard of sorts.  It is what Microsoft uses, what Applied uses, and what banks, mortgage lenders, and realtors use.  This statement is based on my personal experience.  I'm sure banks, lenders and realtors can use whatever they want just like we can.  to some extent, at least.
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Third-Party-Software / Re: E Signature programs
« Last post by Mark on September 19, 2019, 10:57:49 am »
DocuSign here.  I do feel like it's pricey, though.  However, just compared with a friend of mine who uses Right Signature and it was surprisingly close, but DS still a few bucks more per user.  I think DS might have more features, too bu not 100% sure.

My personal opinion is that this is the "best" one.  Like a standard of sorts.  It is what Microsoft uses, what Applied uses, and what banks, mortgage lenders, and realtors use.  This statement is based on my personal experience.  I'm sure banks, lenders and realtors can use whatever they want just like we can.  to some extent, at least.
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Third-Party-Software / E Signature programs
« Last post by Mark Rowe on September 19, 2019, 10:52:38 am »
What is everyone using for e-sign programs? I know all the big ones but we don't use it often enough to justify the cost. Anyone using anything that other than the big ones?
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Accounting / Re: Moving income from one month to another
« Last post by Jim Jensen on September 17, 2019, 12:13:15 pm »
No, did assume correctly, they are direct bill commissions. I was merely mentioning the limited methods to introduce money into the accounting stream. I was being thick-headed - I've never used the cash journals as offsets in a backpost entry. I guess out of fear of throwing balances off and having a potentially wreck of a situation to track down the mistakes. But I very carefully managed it - checking Income Statements and bank balances at each step to make sure! I didn't delete the original entries, just bulk journaled the totals in the current month and prior. Thus I didn't have to undo the bank reconciliation too. Thanks - you made me think through the process deeper to get there.       
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Accounting / Re: Moving income from one month to another
« Last post by Sherry Burrell on September 17, 2019, 09:44:06 am »
Sorry I was read it that you wanted to move the deposits and how posted, not individual client transactions.  I assumed direct bill since you said they were automatic.
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Accounting / Re: Moving income from one month to another
« Last post by Jim Jensen on September 16, 2019, 02:43:38 pm »
How? The only way to introduce income is through Agency Bill Transactions or a receipt (deposit). All backposts require an offsetting entry. Same problem for an expense. It seems that adding income into a past month isn't possible. You can swap within a month, but not move between months.

I think you will need to void the ones entered the current month, then backpost enter to the correct month.
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