Financial Menu (Systems Administrator)

An important feature in Tinubu Surety Solution for Carriers (TSC) is the ability to use an Excel interface to view, update, and export different financial reports for an account. 

Financial Account Information

• Use the search bar at the top of the screen to locate the account.

• Select the Financial dropdown menu.

• Please note the four options under Financial. They will be addressed one by one. Please refer to this screenshot for easy navigation.

Analyses

Reports can be created based on account specific information.  Once these reports are ready they can be viewed from the Analyses section of the account Financials dropdown. 

• Select Analyses from the Financial dropdown menu on the account page. The following information will be displayed.

  • People/Company Information

  • Line of Authority

  • Account Information

  • Default Commission

• Selecting Financials on the People/Company you wish to view will allow you to produce a financial statement. Simply select the date and type in the pop up window as shown below.

• Select Submit.

• The Company Financials will be displayed. You may use the filters as desired.

• Select the Save menu to Save to Server, Save to Disk, or Save and Promote.

  • Save to Server allows you to save a copy and retrieve it in the cloud.

  • Save to Disk allows you to save a copy to your computer.