Nexsure 1.81.0 Release Notes (10-21-05)

• Cannot find employee in disbursement and receipt search screens
• Cannot post invoices for a premium finance workaround
• Receive Payment - Unable to access clients with no policies (List Bill Related Account)
• Disbursement - Unable to access clients with no policies (List Bill Related Account)
• People Payable Report is OOB.
• Searching Org level AI's is too slow
• *Clicking on the accounting transactions  tab for the Trust and Operating accounts takes over 5 minutes to return.
• *Reversed invoices that were selected in a Receipt are still available to be selected in another receipt
• *Checks - add description or remittance advice to all check stubs
• * Reversing Journal entry - Inconsistently getting prompt: are you sure you want to reverse the journal entry?  Reversal will book to the current period.
• *Receive Payments and Disbursements tab: no search results for clients when adding a new receipt/disbursement
• *Download record getting error: Unable to create an invoice for the policy.
• *Effective date in the invoice header is pre-filling with the import date of the download, instead of the policy effective date.
• *Client Balance Summary screen: Last Payment Date appears to be pulling last payment made in 2004 if client has 2004 and 2005 payments
• *Carriers marked as "Billing” do not show on any of the transaction selection screens
• *Financial Reports - 13th period should be excluded from report when Period Range is selected as the date type unless specifically selected as the period
• *Can’t change name of an existing GL account.
• *GL numbers not propagating
• Binder Billing process: regular invoice generated from this process is posting to AR account twice, once on credit and other on debit side
• Client Commitments
• Add Carrier Statement transactions link is not seeing a DB  inforce policy to create invoices
• Installments are deleted when you modify an existing Master Invoices
• Commission does not pull through on Invoices.
• A duplicate 125 is created when a property is added to a GL or a GL to a property
• Error received when accepting to populate binder
• Marketing an existing package policy duplicated assignments
• Performing the migration on a GL policy returns an error
• Aged Accounts Receivable Summary - add Group By
• [2] for additional grouping options
• *Add field group section information to more easily identify area of form being completed (especially in list view).
• *Remove columns from coverage amendments
• *Remove columns from remarks section
• *Remove columns from remarks section
• *Remove columns from endorsements section
• *Remove columns from premises info section
• *Remove columns from remarks section
• *Create overflow form for unscheduled equipment
• *Remove columns from underlying insurance section on page 1
• *Data conversions - change Unknown population of sex and marital status fields to blank.
• *Data conversions - change Unknown population of audit field on page 1 to blank.
• * Data conversions - Change "G" populated for gross sales premium basis to "S".
• *Add fiscal years back to 2002
• *Create database for NJ DMV codes and pre-fill to NJ auto ID cards.
• *Remove 200 item limitation on cash receipts
• * Production details - duplicating people commissions when invoice commissions are adjusted through reconciliations (side effect of # 7394).
• Issue with commission adjustments is also causing producers to be paid twice
• *Invoice Adjustments through reconciliation - posting dates of invoice change to recon date
• *GL Supplement for demo
• *Allow entries of zero's in deductible fields.

Resolved Forms Issues

• Fax # on ACORD 25 is not appearing
• EDP - Locations aren't being printed

Resolved Reports Issues

• Add option to include/exclude based on client status active vs. inactive).
• Income Statement (Org Info Tab) - does not limit data to entity being viewed
• Production Summary - change criteria page, Sort By should be Group By [2]
• Production Summary - add people first name to report so that when report is grouped by people last name they can be distinguished
• Production Details - producer name should show when Show Invoice Details (Y) is selected
• Production Summary - if two producers have the same last name both producers are not reflected
• Income Statement Budget Prior - adjust columns to utilize all available space on report/increase font size
• Income Statement Budget Prior - add entity name to report header
• Income Statement Budget Prior - add grouping options to report to roll-up totals to branch, territory, region, etc.
• Income Statement Budget Prior - shows As Of date in header when period is selected as date type
• Income Statement Budget Prior -  change column header "Amt" to read "Difference"
• Add sub-types of LOB's so that report can be run personal and commercial lines regardless of the client type selected
• Report is not limiting data when unit or department entered on Org pop-up
• Remove LOB grouping option from report
• Add Retail Agent as a filter on report criteria page under Client Information
• The summary page is displaying the last Employee Name in the header of the page.
• When report is run to group by Responsibility Type invoices are duplicated and do not appear correctly
• Two lines of premium were entered for a monoline policy, report should pick up both entries
• Only Policy Mode 'New' is available on criteria page

Resolved Intermingled Artifacts Issues

• Drop down fields are out of Alignment
• Edit Invoice Header window
• Posted DB Invoice 1713 is not pulling into carrier
• Fees not showing the right description - Shows the Service Provider information instead
• Unable to renew policy (missing BOB)
• Agency commissions on the second LOB of a package policy do not have an annualized total
• Certificate renewal fails when Org is not on the Gserver
• No search results returned when retail agent has “&” in the name
• Support NIC for databases not located on the Gserver
• Refresh from list view when changing state from drop-down box doesn’t hold to front end
• Error creating a binder
• Units are showing up under department that they are not attached to
• Adding a location type in Lookup Management makes it the default
• Error using lookup to add additional interest with long name
• Sending policy to history – “last updated by” is incorrect
• Lookup for named insured does not work properly; pager control on client locations summary
• Schedule sections on “Renewed” applications are not locked down
• Clicking “Summary” and “Next” links after adding additional interest via lookup does not save info
• Endorsement populate button is not available if users enter/update data through list view
• Financial entity – cannot delete a location
• Certificate – when you make a copy of the cert checkbox does not persist
• Certificate attachment for delivery: added form name and cert status
• Entity level search by name – using an apostrophe results in a database error
• When reinstating a canceled policy the reinstated policy coverage term needs to have the same expiration date as the policy term expiration
• Error printing certificate from the wizard screen
• Audits – navigation view – Cannot delete records of manys
• Pending cancellation – navigation view – data entry should not be allowed
• Cancellation – navigation view – delete action should not be allowed
• Print function on policies in history is disabled
• Opportunities grade not saving correctly
• Multiple “Supplemental Notes” forms when printing a package
• Error using lookup on driver’s address
• Personal actions not displayed on the home screen
• Home actions – timeout when searching date range
• The claims tab on marketing policies should be disabled
• No records returned when searching via policy no field with “&”
• Policy actions search results incorrect when searching by “Due date (to)” field
• Carrier menu in employee commissions record is not sorted in any order
• Aborting a cancellation creates an action topic of claim
• Incorrect page flow when clicking on “Update” at “Named insured” tab
• Account type can be deleted when a mandatory account is assigned to the account type
• Unable to reverse a cancellation invoice
• *Added internal tool for admin users to have a context tool option on history policies to make them active.
• Allow access eServices from Nexsure Home and Interface Menus
• Accident Fund eServices are not functional
• Farmers Insurance Group eServices are not functional
• *The system does not identify entries as adjustments.  Add a flag or description that identifies adjustments so they can be tracked by reports.
• Search and clear button are switched around on client attachments screen.
• The fifth digit of the client number is not pulling to the ACORD application
• Removing an unused carrier says you can’t remove because it is in use but removes anyway
• When clicking add new branch location tab name is not bold
• Binders servicing screen displays a white line
• Unable to select submitted status packaged policies
• (duplicate of 9637 that was hot fixed).
• Notes on marketing policies and active policies sent to history are inconsistent
• Deadlock error during downloads processing
• Repeat index field on form and match field on lob are not grayed out if drop as conditional statement is checked and unchecked.
• Blank record in a multi-group form forces Nexsure to print 200+ pages of PDF
• Summary of insurance primary location not updating
• Cannot add new opportunity
• Client level actions – search by due date does not work correctly
• Yellow lines on the AI card file screen
• The options in Retail Agent list box are not sorted
• Changing a NAIC code is not holding
• Label for “Primary” on the entity location summary screens is missing
• DB Timeout error when creating new certificate
• Carrier should not be required.
• Under client assignment the full name field
• is pulling the client full name as opposed to the assignee.
• Producer e-mail field not populating
• Comm Proposal Template when you
• change assignment in drop down box it's not changing to the selected assignment.
• Download Exception Selection showing invalid policies
• 3 Year policy (Anniversary Rating) downloads not importing
• Reverse Binder Bill Invoice - The Reversed invoice is not being set to posted
• When reconciliation record is pulling into disbursement, carrier name changes from the carrier in recon record to the policy's issuing carrier
• DB invoices are appearing in disbursement for sub carrier but not in disbursement for parent carrier
• Receipts, Disbursements & Reconciliations processed against a sub-carrier are not displayed on the summary screens correctly
• Disbursements - cannot pay agency and direct bill invoices to carriers through disbursements
• Disbursements processed against a sub-carrier are displayed by Parent Carrier Name on the summary screen
• Reconciliations processed against a sub-carrier are displayed by Parent Carrier Name on the summary screen
• No address available when issuing a disbursement to clients
• When search and selecting the client for Disbursement, the Address is not available
• Need client addresses to appear when searching for client to add a new receive payment record
• Master Invoice - Invoices are not created when a down payment amount above $500 is selected and the fees and taxes are split between installments
• Incorrect Employees detail for Main Account in Add People Commission for List Bill Plan
• Error received trying to remove a list bill plan
• Agency Master Invoice not created for Split between Installments
• Taxes are not split between installments in Master Invoice for Tax Option
• Taxes are not split between installments in Master Invoice for Tax Option
• Creation of 12 installments took over 10 minutes
• Last fee is dropping from quarterly installments
• Master invoices are not creating subinvoices: List bill and installments
• Master Invoice - invoice creation process failed for 24 installments - split between installments for all
• List Bill Other Commissions - Clicking on Add New overwrites defaulted other commission
• Incorrect Installment date for Installment Invoices after master Invoice creation process
• Agency Master invoice not created - Encountered Blank/White screen error
• Master Invoice - Fees assigned to a package total premium amount are being duplicated multiple times on the created invoices
• Incorrect Master Invoice Non Premium Rounding Rule on Invoice Total
• Installment Billing: When fees and/or taxes are involved in an installment master invoice, system is using wrong basis amount to calculate fees, taxes, agy commission that are % of premium
• Add agency and other commission display for estimated and annualized amounts based on rate is incorrect
• Default people commissions use policy default comm amounts instead of assignment default comm amounts
• There is no options in Rate Type list box of Other Commission section
• Invoice Tax Selection - Multiple taxes on the same LOB will display multiple lines for the LOB in the LOB drop down list
• Installment invoices on a Fee Only invoice (No policy assigned) are not being created
• Allow the user to enter 'Closed' or 'Open' to filter by claims status.
• Can't abort pending cancellation that was added on top
• of pending endorsement
• Binder bill process - manual bill invoice generated for
• diff between binder bill invoice and new regular invoice.
• Resolved Hot Fix Issues
• *Office Integration: Domain Users encounter Registry errors with using OI
• *Map PIP and BI coverages to FL auto ID card.
• When manual form ID card entered insured doesn’t default to primary
• Unable to select submitted status packaged policies
• Policy put in renewed status by accident, would like to bring back to enforce status
• Save Changes” is disabled on the underwriting screen
• *Failure of the ACORD 125 to migrate on policies during
• renewal and endorsements
• *User unable to post endorsement
• *Payment advance for client did not create an invoice on the client record
• Data Conversions: Client Attachments converted after final conversion now need loading into org
• *Crystal Enterprise has security issue in production -
• *Aborted payment ID 375 does not display in payments received tab but seems to have posted to GL
• *Two payment advance invoices created out of one disbursement and is throwing off Customer Statement Report *Duplicate of 8756*
• BugID 8756 - One disbursement ID 430 created two duplicate Payment Advance invoices **Duplicate of 9933**
• *List Bill Invoices Stuck on processing
• *LONG TERM TRACKING - Automated job to update Client Balance Summary is failing
• * GL 's not always propagating when new Orgs are created
• Cannot find employee in disbursement and receipt search screens
• Two employees are not searchable to process territory level receipts and disbursements for them **Related to Bug 9715
• Unable to post reversed Journal Entries, showing as unposted and an error is received when trying to post them.
• Open action is appearing on card file but there are no open actions.
• Data Conversions: Invalid character in Client Name
• *Downloads: If a policy invoice cannot be created, the download is reset up to three times
• *Downloaded Package policies are not staying as packages
• *Error message returned opening outlook message on a client record
• eServices: error reporting for the Nexsure agent (single sign-on) is failing (Step #3)
• Nexsure Components Spinning Up
• Data issue relating to a reversal binder bill invoice
• *Include the “Pacific time” in the delivery date-time field at the bottom of the page.
• The Nexsure User's Guide cannot be displayed in production
• Data Conversion: from the policy info tab on a marketing policy, the premium details icon is missing - therefore the agent cannot add a premium
• Data Conversions: NAN showing up on marketing policy premium
• Error message returned when clicking on the details for the location on the client profile.
• LONG TERM TRACKING: Unable to close an action.
• Client and Client ID are duplicated
• Wrong address on ACORD 125 header
• *Policy number does not populate on auto id cards
• *People Payables Report fails in production
• *Binder Bill replacement invoice contains reversal invoice journal entries
• Client card file > alerts > 2 actions showing but they are unable to locate
• Client needs to change the units on assignments for an employee who has left the company
• Adding additional interest doesn't populate change request form
• Posted carrier reconciliations include invoices that are nowhere to be found
• When adding a new record in the WC rating section the location drop-down has an extra four-digit number
• Invoice for a credit was reversed twice
• Reconciliation was reversed multiple times. Need to clean up the duplicates

Resolved Misc. Issues

• *Invoice creation process for master invoices is not working
• Actions report shows open actions that can not be located anywhere else in the system.
• Client - adding new client - The options in Retail Agent
• list box for client assignment is not sorted
• Client Level Action - Search by Due Date does not
• work correctly (Client Level Action)
• Servicing - Client/Claim Search with LOB does not work
• Servicing - Client/Marketing Search with Bill Method does not work
• Headings in List View - Narrative Section -
• Duplicate Heading "Producer"
• Servicing - Client/Opportunities Search screen has
• incorrect options in System Grades listbox.

To allow/disallow manual bills:

1. On the Utility menu, click Setup.
2. In the Setup Console, click Security Administration.
3. In the Entity Types drop-down, select Organization.
4. In the User Template Types drop-down, select the type that will be modified. Remember that anyone assigned to this type will be affected by the change when the process is complete.
5. Click the Edit link to open the template for modification.

6. In the Core Components list on the right, select Invoice.
7. Scroll down and locate Manual Bill. Check or clear the box to enable or disable the manual bill option.

8. Click Save.

To make sure the changes are active, click the User Assigned Tab. If changes were made to the template, red X’s will display in the InSync column. This means that the changes made to the template are not yet active for everyone assigned to this security level. To activate, click the Synchronize all Users button and the red X’s will be replaced with checkmarks. Once users log out of Nexsure and back in, the new security will be in place.