Useascend

You can log in to your Ascend account at 

This is a guide for how accountants and bookkeepers can use Ascend - if you're looking for guidance on how to set up your agency's Ascend account, see 

If you are a producer or account manager looking for how-to guides, see 

If you're looking for a guide specific to your AMS, see below:

Investigating Transactions in Accounting

How to Pay Your Agency Balance in Ascend

How to cancel a program in Ascend

This guide provides a walkthrough for reconciling incoming payments by searching for specific invoice details and applying them to the correct policy. Follow these steps to ensure accurate financial documentation and resolve payment application errors within the Ascend dashboard.

Applying Incoming Payments to Invoices in Ascend

Learn how to effectively manage pending policy payouts and perform necessary policy adjustments within the Ascend dashboard. This guide walks you through reviewing documents, approving payments, and updating premium amounts to ensure accurate remittance.

Managing and Adjusting Billing Company Payouts In Ascend

This guide walks you through different scenarios involving partial payments and how to resolve them in Ascend.

How to Resolve Partial Incoming Payments in Ascend

Learn how to accurately reconcile incoming payments by resolving excess funds within your Ascend dashboard.

How To Resolve Excess Incoming Payments In Ascend

Learn how to easily revert the approval status of a specific payment in your Ascend dashboard. This guide provides the necessary steps to locate and unapprove a transaction to ensure your accounting records remain accurate.

How to Unapprove a Payout in Ascend

How to process a voluntary / mid-term cancelation in Ascend

This guide demonstrates how to manage complex payment reconciliation in Ascend

How to Apply One Payment to Multiple Invoices / Multiple Payments to One Invoice

Learn how to switch an invoice between paid in full and financed when reconciling a check/wire payment

How to Switch an Invoice from Paid in Full to Financed (and vice versa) from Incoming Payments

Understanding Payouts to Your Agency from Ascend

Learn how to quickly extract your receivables data from the Ascend dashboard into a downloadable CSV file. This guide simplifies the reporting process so you can easily analyze or share your financial records.

How to Export Sales/Commission/Receivables Reports to CSV

Learn how to record incoming checks and correctly allocate them to specific customer invoices and policies within the Ascend dashboard. This guide simplifies the payment reconciliation process to ensure your accounting records remain accurate and up to date.

Ascend 101 for Accounting & Finance Teams

Payouts

Reporting

Incoming Payments (Checks & Wires)

Endorsements & Cancellations