Nexsure 1.90.0 Release Notes (6-23-06)

Resolved Issues

Resolved High Priority Issues

Accounting

• Installment dates are changing to different due dates.
• List Billing invoices were held in processing have been released.
• When creating a client disbursement, a timeout error was received upon searching for a location.
• When creating a Receive Payment, a timeout error was received upon searching for a location.
• Accounting data clean up, Reversed invoices were posted to the incorrect month.
• Data fix for duplicate deposit reversal.
• Payment advance to carrier did not create an invoice on the client account.
• Disbursement with payment advance did not create payment advance invoice.
• GL Allocation - The Unit name is defaulting as Department.
• Filters in Accounts Payable pulling due dates different than the dates entered.
• Client Payment Advance not creating an invoice on the client account. Receive an error message when trying to reverse a disbursement.
• Received an error when trying to delete an unposted carrier reconciliation.
• Data Fix - Organizations with non-calendar fiscal years do not display the year correctly in Setup for periods.
• Duplicate disbursement reversal created.
• Fiscal periods are incorrect. Error message received when trying to create Income Statement/Balance Sheet report.
• Accounts Payable - Names appearing twice when selecting employees.
• Unable to add fees or taxes to the policy info tab.
• When reversing an invoice the dollar amount on the reversal was duplicated.
• Beginning balance invoice displays on Accounts Receivable twice.
• Client Advance Payment - Received error and duplicate advance when trying to reverse an advance.
• List Bill invoice held in Processing mode.
• Employee name displays once for each territory in Receive Payment & Disbursements.
• Direct Bill invoice that included an agency bill fee did not post to the client accounts receivable.
• Accounting Data fix for policy receiving. Nexsure not retrieving policy header information. Fix is specific to one policy.
• Searches only return results if the first few characters of the name being searched for are entered.
• Book of Business creation was sending error.
• Direct Bill invoice reversal posted in error to the general ledger.
• Received error when trying to In Force a policy.
• Changed Accounting reporting year to a calendar year. Deleted Journal Entries with 0.00 amounts.

Additional Interest

• ZIP/Postal value is not being displayed on card file.

Carrier

• A Primary Contact for one carrier was being pulled into several other carriers as the Primary Contact due to same contact ID being used.

Certificates

• When exporting a certificate holder list only the first 250 characters were displaying.

Client

• Date of loss on Auto claim screen is not appearing. The date appears on the ACORD 2 but not on the claims screen. Only occurs on one client.
• Received an error when clicking on verification details.
• Applicant address is not populating the Verification cards.
• Received an error when clicking the details icon of an existing verification.
• Adding a new action from inside of an existing action creates a personal action.
• Received an error when processing cancellation.
• Received error when selecting a Line of Business for a property certificate.
• Description from servicing screen was not pre-filling the annotation for a claims detail.
• Open Marketing Actions are being closed and the topic type is changed to Policy Edit when an Edit is posted.
• Error message received when trying to access a client record.
• Error message received when trying to select Summary of Insurance.
• Policy summary screen shows three Line of Businesses listed as monoline.
• Alerts on Card File show two open actions but no actions can be located.
• Card file shows five related accounts when there are only three.
• Unable to select policy for service.
• Issues regarding the related accounts feature.
• Open action items closing and changing topics when a separate edit is processed and posted.
• Issues with ppre-fillof contact information from the Client Profile to the ACORD 125.
• Changes made to actions that are associated with clients are disappearing from the Home screen when clicking the Save button.
• The Close and Save buttons on Actions have swapped locations.
• Client Profile - Received error when clicking Client Profile > Contact tab > Details icon.
• Received page cannot be displayed error when clicking on the policies tab.
• Phone number entry does not display in Client Profile > Locations tab > Locations Summary screen.
• Remove multiple primary assignments on client records.
• Error when accessing named insureds and policies associated to client file > policy summary view.
• Records cleaned up for Claims Summary showing claims on multiple pages.

Data Conversions

• Conversion of carriers missing notes provided during conversion. Also, Carrier location type needs to be changed to corporate headquarters.
• Cannot access contact record after clicking on the carrier contact detail icon.
• Branch employees are not showing in the Action/Other assignments search.
• There has been a tune to the Data Conversions tool used to create BOB invoices for all policies created through Data Conversions.
• Remove multiple primary assignments on client records.

Delivery

• Error message received when trying to attach for a delivery. Unable to select an attachment for email or fax.
• Error message received when trying to send items to multiple fax numbers.
• Receive an error when trying to send an email.
• Apostrophe in client name is causing the Client Delivery screen not to return data when running search.
• Received an error on Delivery.
• Deliveries are not showing up at the client level. The Deliveries are only showing on the Home screen.

Downloads

• Error message received for reconciliation created on commission download.
• A renter, condo or mobile home need to find homeowners Line of Business and vice versa.
• Download file contained both daily and commission transactions which Nexsure was unable to process. Download file was separated.

Employee

• When adding an employee, if the region you are adding employees to contains a "&" in the name you will received an error when adding the employee's security rights.
• Cannot add security for a branch employee. When you enter and save a login name a message displays showing you have exceeded the maximum number of user licenses.

eServices

• Victoria NAIC codes improperly assigned to Allied.
• Wrong search link clicking for Patrons Mutual claims inquiry.
• eServices shows error message when username is typed on the fly.
• All Pekin eServices stopping early and displaying an error message.

Financial Entity

• Received error when clicking the details icon in the contact results screen.

Forms

• Claim Form missing from LOB (Commercial Flood).
• Florida WC - Clicking on Add Coverage/Endorsements on the QN tree brings up Included/Excluded on the wizard.
• Forms - Virgin Islands is not available for selection on applications in the State drop-down box.
• Locations are pulling to the ACORD 125 when an endorsement is processed.
• Endorsement form is unavailable when selecting Personal Condominium Line of business from Servicing.
• Adding an item to the Scheduled Equipment section of an Equipment Floater application does not populate to the change request.

Home

• Error message received when the Action Status filter is set to Open.
• Renewed policies are showing on home as expirations.
• Some actions can not be closed in the sales org.
• Cannot close two open actions.
• Previously entered actions that were tied to a client/policy are showing as personal when adding info to the action.
• Home Claims Screen - Claims are duplicating and not all information appears on export.

Login

• Nexsure and Admin user accounts must be part of the concurrent seat count for agencies.

Office Integration

• If the first Line of Business added to a policy is removed, Base Requirements forms continue to display in the Navigation tab.
• Error when trying to save a Word document that was open for more than one hour – time out has been increased to three hours.
• When pulling the policy number for a Line of Business Nexsure was only pulling the number from the first Line of Business that was created in a package.
• Aborted policies are showing in the Policy selection field when creating attachments.
• Opening Word outside of Nexsure while in a document template causes issues.

Policy

• Error when trying to add a generic E & O Line of Business to an ACORD 25 certificate.
• Received a Type mismatch error when remarketing a policy. .
• Policy does not display for edit, but is visible on the Policy Summary screen. .
• Received an error when trying to renew a policy. .
• Received a deadlock error when trying to renew a policy. .
• Aborted cancellation stays on the active policy. When you click on details the policy shows in history. .
• Context tool for endorsement is displaying the policy selection screen twice. .
• Error message received when trying to add an application in Marketing, or trying to service a policy. This update is specific to one policy.
• Unable to print Narrative or the ACORD 125 on the client record.
• Error message received when you click on the Named Insured on the ACORD 125.
• Error message received when trying to In Force a Future Status Policy.
• Received error when an apostrophe is entered as part of policy number.
• Received error invalid use of null occurred.

Reports

• Client Listing Reports - If you choose more than one Line of Business to search, no data is returned.
• When doing a batch print not all checks were printed, some were duplicates.
• Client's name and address did not pull to invoice.
• Client Information did not pull onto printed invoice when Bill To was changed on the Master Invoice.
• DB Commission Income Reconciliation report shows zero balance and is out of balance with the GL.
• Deposit Summary Slip - Received From column on deposit does not match Payee column on Deposit Slip.
• People Payables report is causing High CPU usage.
• People Payable Due Recon report is creating heavy load on server.

Setup

• Remove relationship types referral/referral commercial and referral/referee from Lookup Management. This update is specific to one client.
• Error received in Lookup Management.
• Home link is highlighted when the Setup link should remain highlighted.
• Setup > Lookup Management > People > Marital Status Code field only holds one character.
• Reason drop-down is blank when trying to non-renew a policy because user deleted Action topic.
• Setup > Lookup Management > People > Marital Status > Add New received duplicate value error. A duplicate code can be entered but not a duplicate type.

Nexsure 1.90.0 Enhancements

The following enhancements were made in Nexsure version 1.90.0. See Previous Development for an archive of past releases.

Accounting

• Removed the 200 item limitation from the ORGANIZATION > Territory > Accounting > Transactions > Invoices screen. The new limit is 1000 records. Link to topic

Attachments

• Attachment size limits have been increased from 4MB to 6MB. Link to topic

Client

• In the Marketing Summary screens, the Issuing Carrier and Billing Carrier column headings were corrected to match the order on all other summary screens. Link to topic

Forms

• The disclaimer is now available when furnishing a Certificate of Liability Insurance, ACORD 25, to holders. Please contact Nexsure Support if your Organization wants to add the disclaimer to all ACORD 25 forms. Link to topic

Reports

• Consistency standards are addressed in this release as well as in future releases. Visual consistency standards have been applied to the Disbursements Reporting pop-ups.

• The following fields on all invoice types have been expanded:
  • Bill To address
  • Policy Type
  • Policy Number
  • Carrier Name
  • Policy Term
  • Client Name

Expanding the fields now accommodates the maximum field length from the Card File.

Servers

• Both the Nexsure Application and Processing servers have been upgraded to Windows Server 2003.

Setup

• In the SETUP > actions screen, topics used for Annotations no longer have an active Remove  icon. Link to topic