AUTOMATIC NOTE
Persona offers you a way to create an automatic note. The easiest way to understand a note properly it’s to write it the same way each time.
Either it’s for a new quote, a substitution, an endorsement, to remove a protection or whatever the request might be. Just fill up the form and we will create the note for you.
WE HAVE A TON OF BENEFITS
Automatic note
Automatic note is easy and intuitive to use for everyone.
Ledger Account reconciliation
You can do all reconciliation with CAESAR
Dynamic Entry Types
Cash/Bank Receipt, Cash/Bank Payment, Contra, Journal, etc
TAG ENTRIES
Tag entries for better reference control
PERSONA WILL MAXIMIZE YOUR TIME & MONEY
SEE BELOW SOME SCREENSHOTS:
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