Nexsure 1.91.1 Release Notes (10-13-06)

Resolved Issues

Accounting

• Unable to post manual bill invoice.
• User unable to edit policy.
• Marketing - Removing LOB from package to make it monoline. Policy info screen shows package total in premium.
• Receive Payment - Partial Payment that consumes residual can not be removed prior to assign credit.
• Cannot process receive payments for clients with high volume of list bill transactions.
• Creating a marketing header without an application shows NAN for the premium even though the policy info shows zero. 
• Audit invoice bill type does not match policy stage audit.
• Reconciliation - Transactions: When filtered for Personal, Commercial, etc. search result displays multiples of invoices for package policies.
• Disbursements tab filters: Sorting by date created is not working properly.
• Deferred Recon A/R account set as mandatory, but it's blanked out.
• Assigned payment defaulting to wrong client.
• Payment advanced invoice was reversed in error. Client wants restored as it is part of a payment advance.
• Duplicate other commission record added when policy renewed.
• Reversed received payment creating duplicate amount on invoice.
• User rights at the policy transactions are invalid.
• Transaction Summary Screen - Date booked filters do not appear to be working correctly.
• Invoiced date incorrect on carrier reconciliation.
• Error received when posting invoice.
• Recon reversal duplicated.
• Data Fix - Error when doing invoice research and clicking on "Invoice Posting" for already created invoice and get error.
• Data fix - Policy mode on invoices when renewed is incorrect.
• People Payable Reconciliation - Valid invoices are appearing on a people payable and nothing has "posted" to the particular invoice in several months.
• Changing the Name Insured on the card file causes all the invoices styles to print incorrectly.
• Unassigned payments on the Client Balance Summary and the Transaction Summary do not match.
• Timeout error searching by location when creating a client disbursement.
• Problems found with the mandatory GL numbers that should be corrected for future orgs.
• User receiving invalid use of null message when trying to reverse a disbursement.
• Error returned searching by location name in the Receive Payment/Client search.
• Hide the date processed and receipt/check number fields in the header as they do not currently work.
• Department is not available at invoicing "Edit Invoice Header".
• When an ampersand (&) is present in the Payee Name in the accounting transaction saved filters a page load error is returned.
• Client name is not pulling into receive payment drop-down because an apostrophe is in the name.
• List Bill - Getting an error when trying to copy a list bill plan.
• Carrier Reconciliation: Adjusting people commission via invoice hot link is not adjusting reconciliation posting to reflect change.
• Payments showing as debits on the Summary View screen.
• Manual bill invoices are being included in the summary view totals.
• Receive payments tab filter: Clicking the clear button does not remove entry made to the Payment ID field.
• Setup > Organization > Department > Search - Cannot Enter more than 6 characters into "Department Name" box.
• Receive payments search screen is searching for first 3 entered into the search field only.
• Deposits Filter: Error when comma is in Amount Deposited field.
• Unable to delete or abort to delete unposted invoices.
• Client Transaction Summary screen "Balance Detail" shows duplicate disbursement.
• Client receive payment invoices screen is stuck with "no results for this search" after payment was allocated and search filter used.
• Detail Assigned-Disbursement posting is duplicated.
• Assigned Payment view on client transactions is not assigning received payments to correct client.
• Reconciliation-Transactions screen is displays 2004 date when it should be 2005.
• The invoice dates on the transaction summary screen are different then the ones on the invoice screen in the receive payments accounting section.
• Bill To-Address in not pulling into Bill To on Invoice.
• Invoice is printed and the Printed box remains unchecked.
• Cannot view invoices at the policy level for some clients. They can be seen at the client level.
• Tax Summary Screen – The listing is not in alphabetical order.  

Annotation

• Audit annotation not retaining message when policy goes to history. 
• Annotation status changes to whatever default in setup is when policy is sent to history.

Certificates

• Should not be able to modify holder information on an issued certificate. 
• User unable to print Certificate of Insurance. Error message received. 
• Name insured drop down on certificate detail header doesn't change NI on unposted certs - should be removed. 
• Binder > Multiple locations > only one location is pulling to the description of operations. 
• When inactive cert id delivered - signature is lost. 
• Typing a number on the Certificate ACCORD 27 and a "%" changes the amount to a dollar amount. 
• Error trying to email or view certificates - Out of Memory.
• Name Insured lookup not working on ACORD 25.
• Only 5 policies show on the screen when doing certificate renewal.
• Checkbox to select all for cert renewal fax or e-mail is not working.
• Certificate renewals are “stuck in processing”.
• Ampersand in loan number field for certificate holder causes an error.
• The selection of certificate holders to renew isn’t working – it renews all, regardless of what is selected.
• After certificate is renewed, the previous certificate can’t be found.

Client

• Branch search results only return based on primary branch assignments. 
• Remove import record links on the search screen. 
• User unable to access client details. 
• Client assignment listing on client profile isn't showing primary assignment at the top of the list (should always show first).
• Clients are listed with wrong stage.

• Action Item not updating.
• Long named insured no longer pre-filling to ACORD 125 other named insured section (it pre-fill's short named insured only).

Commission Downloads

• Allstate - Commission Statement
• EMC - Commission Statement
• Farmers Alliance - Commission Statement
• Middlesex Mutual - Commission Statement
• National Flood - Commission Statement
• New London County - Commission Statement
• One Beacon - Commission Statement
• Progressive - Commission Statement

CRM

• Invoices stuck in processing.
• Carrier > Commissions page errors out.
• Users kicked out of the system with a session timed out message.
• Search on actions Home page error using clear-search.
• Unable to search cert holders screen from within the certificate at the cert holders tab.
• Cannot search for holders at the certificate holder tab within a certificate.
• Remove icon not available on scheduled within open extension.
• Error received accessing specific clients policy summary screen.

Data Conversions

• Error creating a cert and adding Workers Comp application.
• ACORD 25 - Adding a line of business to the cert generates an error.
• Error creating cert for specific client.

Delivery

• When there is more than (1) email address in the cc field the bcc address is not received. Email delivery > when there are multiple entries in the "To email" field the "bcc" does not work.
• Delivery items get stuck with status "Processing Forms".
• When adding an attachment the pop up cuts off some of the information if the name or description is too long.
• Delivery - If Policy is added to delivery it is deleted after adding another section.
• Delivery - Due to user middle initial, can't see delivery history when clicking on the address book in delivery.

Downloads

• Need to update policy details table.
• Policy info page displays incorrectly on some downloaded policies.

eServices

• Added conditional statement for form field in order to manage Hartford's transition of their EBC Web site.
• eServices error received when going through a carrier site.

Forms

• Unable to access policy info on specific policy.
• Blank forms drop-down default incorrect.
• Endorsement posted to delete location, but location still showing on ACORD 140. 
• Text completed in list view doesn't wrap.
• Verification ID cards - ID cards printing /DEV for company instead of the issuing company.
• Claim Form missing from LOB (Commercial Flood).
• A Restaurant / Tavern Supplement app shows on package when printed but has never been added.
• Empty policy on a renewal of a commercial auto policy.
• In force policy has empty status but the policy header and application can be edited.
• Client receives multiple errors throughout GL policy.
• Florida WC - Clicking on Add Coverage / Endorsements on the QN tree brings up Included / Excluded on the wizard.
• All Owned and the Scheduled Auto check boxes on the LOB are not populating to an ACORD 25.

Home

• Expirations - After searching it says page 1 of 30. When you click next it says page 2 of 34.
• Expiration on HOME level - Search filter results are that pages 1st say 1 of 2, select next arrow, now says 2 of 15.
• Actions - Assignments change on actions when you open them. It happens on some but not all actions. Doesn't matter if they are open or closed.
• Claims home screen export is exporting all assignments so it looks like there are duplicates.

Log On

• Copyright date incorrect at sign on.

Marketing

• Actions - When moving a policy from marketing to in force the action does not follow the policy if a migration needed.
• Using pre-fill for one app (i.e. 125) causes other apps in policy / package (the LOB app for instance) to add with blank producer and applicant.
• Right click tool to market existing LOB populates incorrect policy term date.

Office Integration

• Increase allowed Outlook attachment size to 6 MB.
• Office Integration - Template disappears when Word performs an auto save.
• OI time out issue - Increasing again to 4 hours to match rest of system.
• When creating a document with a template, the user was unable to delete text that was inside an "if" statement.
• Can't add carrier attachments.
• Setup - LOBs associated with last template created pull in to all existing templates.
• Bookmarks on opportunities attachments not working.

People Payables

• Paid invoices do not show up in a people reconciliation for the producer.
• People payables report - accounting issue.

Policy

• Additional Interest disappearing. 
• User unable to print application or claim forms. 
• Opportunities - If you add multiple LOB's they all pull in blank. 
• Import schedule will remove records that have been deleted. 
• The template link functionality to pre-fill data appears to be broken.
• When binder is aborted, coverage term does not return to what it was previously.
• When selecting marketing policy on second policy selection for renewal, both LOB apps are brought forth to the renewal (it should only bring a copy of the second policy selected, which in this case is the marketing app. The first selection is only for status and mode changes).
• Error renewing a policy and synchronizing the binder.
• User is trying to select policies for an endorsement but they are locked.
• Binder - Clicking on the details icon of the Coverages - Property section generates an error. 
• Support Aviation LOB's on servicing forms. 
• Verifications error - Issuing / Billing Company are removed from policy after changing designation on card file. 
• Error when trying to populate an endorsement.
• Binders - Creating a binder generates an error, creates 2 binders, and the date on the policy summary screen changes to the binder date.
• Endorsement - Importing vehicle list and then changing the driver assignment renumbers the vehicles.
• User receiving error message when trying to complete Auto ID cards.
• Error printing certificate for clients.
• Application dates are not updating on renewal policies.
• Error trying to create a verification card.
• User receiving error message when trying to add a claim.
• User receiving error messages when trying to create a binder.
• Error message received when renewing policy.

Reports

• Accounts Receivable Export - Details icon does not save report criteria.
• Production Details - Sorting options not working properly.
• Lost business - Report should only show policies in history.
• Agency Fee Income Recon - Duplicating some invoices.
• Agency Fee Income Recon - Amounts are incorrect when grouped by assignment.
• Agency Fee Income Recon - Add primary assignment as default responsibility type.
• Carrier Payables Recon - The other activity section is missing entries.
• Aged AR Details Report - Last Payment Date and Last Payment Amount fields are not pulling data.
• Accounts Receivable Export - Invoice Type column is not displaying proper data.
• Agency Fee Income Recon - Report is blank when run for previous period.
• Ad Hoc additional login shows [Expired].
• Aged AR Details Report - When multiple organization entity selected, entity filters show incorrectly.
• Accounts Receivable Export report - Duplicate receive payment with residual amount.
• Accounts Receivable Export Report - Unit column is causing duplicate records.
• Accounts Receivable Export Report- Disbursement clearing residual payment should not display any transactions.
• Agency Fee Income Recon - Other activity section showing closing entries booked to the 13th period.
• Agency Fee Income Recon - Showing invoices with -0- agency fees.
• Agency Fee Income Recon - Other activity not picking up all entries.
• Aged AR Details Report - Combo of client name and retail agent criteria is erroring out.
• Agency Fee Income Recon - Show cash basis invoice before cash is received.
• Accounts Receivable Export report - Running report at unit level is not returning any data.
• Production Details - List bill client names are now displayed as the client's location name.
• Accounts Receivable Recon - Running this report with all org criteria, the report fails.
• Printer does not show when trying to print batch from disbursement tab or invoice tab.
• Production Detail Report - Policy Mode filter not functioning correctly.
• Accounts Receivable Export - Should only show bill to name different than client name.
• Carrier Payables Details report not returning data.
• Accounts Receivable Export - Showing cleared transaction re: disbursement.
• Accounts Receivable Export - Showing cleared transaction re: receive payment.
• Tax Authority Payables Detail - Report is duplicating invoice transactions.
• Accounting Transactions - All exported should be in XLS format.
• Direct Bill Commission Income Reconciliation - Client name groupings with no details.
• Aged AR Details report - When multiple organization entity selected, entity filters show incorrectly.
• Production Details - List bill client names are now displayed as the client's location name.
• Carrier Recon > Add Carrier Statement - Amount goes to zero after adjusting premium or commission.
• Accounts Receivable Export - Reversed receive payment does not show on report correctly.
• Ad-Hoc Changes.
• Client Contact List - Remove First / Last Name boxes under Contact Info / Add Contact Name box with ellipse button.
• Account Current - Change report title and header to Account Current Detail.
• Account Current - Add batch id number to report footer.
• Account Current - Change date type on criteria page to show only the date type selected.
• Account Current - Add Client Information section to allow filtering by Client Name and/or Retail Agent.
• Account Current - Change criteria page so that multiple Issuing Carriers can be selected as filter.
• Account Current - Change criteria page so that multiple Billing Carriers can be selected as filter.
• Account Current - Add criteria selected section to end of report.
• Aged Accounts Receivable Reconciliation - Add Output Options section to criteria page.
• Aged Accounts Receivable Reconciliation - Align column headers.
• Aged Accounts Receivable Reconciliation - Criteria selected section should follow same order as criteria page.
• Balance Sheet - Existing report to include format modifications to streamline.
• Expirations Report - Add Retail Agent to report details where applicable.
• Expirations Report - Add Retail Agent filter under Client Information section.
• Expirations Report - Add Retail Agent as a grouping option.
• Expirations Report - Add Retail Agent as a sorting option.
• Expirations - Change People Assignment filter to allow for selection of multiple people assignments.
• Expirations - Add ellipse button to Client Name filter.
• Expirations - Add ellipse button to Issuing Carrier filter.
• Expirations - Add ellipse button to Billing Carrier filter.
• Expirations - Add Criteria Selected section to end of report.
• Expirations - Current filter for Dept return sporadic results.
• Income Statement Details - Add Criteria Selected section at end of report.
• Income Statement Details - Add Group By [1] options to criteria page.
• Income Statement Details - Change font for line item amounts so that only group totals are in bold.
• Income Statement Details - Replace routing numbers with Region, Terr, Branch & Unit names.
• Income Statement Details - Replace 'Net Profit' total at end of report with "Profit or (Loss)".
• Income Statement Details - Stagger Acct Group, Acct Class and Profit/Loss totals into new columns to more easily identify.
• Income Statement Details - Change current Group By [1] at entity level to Group By [2].
• Income Statement Details - Change format of report to Landscape to make room for entity names on report and new columns.
• Income Statement Details - Shrink Unit column, expand Territory and Branch columns.
• Income Statement Details - Details icon does not save all filters when editing a new report.
• Invoice Type 80626 - Installment Invoices - show 'Installment Number: XX' in report header (hide for single invoices).
• Invoice Type 81319 - Installment Invoices - show 'Installment Number: XX' in report header (hide for single invoices).
• Invoice Type Professional - Installment Invoices - show 'Installment Number: XX' in report header (hide for single invoices).
• Invoice Type Contemporary - Installment Invoices - show 'Installment Number: XX' in report header (hide for single invoices).
• Invoice Type Top Perforation - Installment Invoices - show 'Installment Number: XX' in report header (hide for single invoices).
• Production Details - Report should calculate production credit if assigned to carrier fees.
• Production Details - The Agency Commission is not calculated correctly when producer has a commission based on % of premium.
• Production Details - Header should show department and unit when selected as criteria for the report.
• Production Details - Add shading to report.
• Production Details - Change Policy Status to drop-down on criteria page.
• Production Details - Add Invoice Type and List Bill Plan drop-downs to criteria page.
• Production Details - Add List Bill Plan as a grouping option.
• Production Details - Move Page Break to separate section on criteria page to be consistent with other report criteria pages.
• Production Details - Report returns no data when run through 2006.
• Production Details - Change criteria page so that multiple Programs can be selected as filter.
• Production Details - Show invoice details is duplicating premiums, fees, taxes & commissions.
• Production Details - Report returns no data when run by Branch.
• Production Details - Filter for Responsibility Type not working properly.
• Production Details - Report should be looking at Invoice Installments posted flag so that unposted adjustments are not returned.
• Production Reports - Review stored procedure re: org filters (specifically by branch/department).
• Production Detail Report is doubling People Commission Due.
• Production Details - Add filter for Carrier Category to criteria page.
• Production Details - Add Carrier Category to Group By [1] drop-down.
• Production Details - Add Policy Mode to Group By [2] drop-down.
• Production Details - Add Policy Mode as sorting option.
• Production Detail Report-Client on report not showing data amounts..
• Direct Bill Commission Receivable - No pages should print if carrier shows -0- balance.
• Lost Business Report - Add entity name to report header.
• Lost Business Report - Change Premium column header to read Billed Premium.
• Lost Business Report - Change column header Commissions to read Billed Commissions.
• Client Listing report - Filters for policy and carrier information are not working.
• Client Listing Reports - If you choose more than 1 LOB to search no data returns.
• Cancellation Report: A canceled policy that is rewritten or reinstated still shows on the cancellation report incorrectly.
• Client Listing - Report is duplicating clients.
• New Business Report not showing any data.
• GL Account Details report: Sorting by date booked is not working properly.
• GL Account Details Report: When editing criteria for a completed report, the editable screen should not reset drop down menu to default options.
• Production Summary - Report fails when group [2] by LOB.
• Vendor 1099 Disbursement Details - Change report title to "1099 Disbursement Details".
• Vendor 1099 Disbursement Summary - Change report title to "1099 Disbursement Summary".
• 1099 Disbursement Details - Change Vendor under sorting options to "Payee Name".
• Cash Disbursement Recon - When the check is issued to an employee, the name of the employee does not appear on the report.
• 1099 Disbursements Details - Add group by Drop down to criteria page.
• Tax Authority Payables Recon - If tax is paid twice, a line appears for each payment.
• Direct Bill Commission Receivable - Report does not limit data when run by department.
• Mailing Label report > ability to sort by zip code.
• Tax Authority Payables Details - Report is not picking up all payables due.
• Reports - Running a report to show employees in a particular territory shows all the employees in their org.
• People Payable Report is displaying incorrect commission in Comm Rate field.
• Deposit Detail report duplicating deposit transactions.
• Accounts Payable Details report is duplicating items due to recurring application created.
• Customer statement description incorrect.
• Deposit Summary Slip-Received From column on deposit does not match Payee column on Deposit Slip.
• Production Summary - Report should be looking at invoice installments posted flag so that unposted adjustments are not returned.
• Production Graph - Report should be looking at invoice installments posted flag so that unposted adjustments are not returned.
• Production Analysis by Month - Report should be looking at invoice installments posted flag so that unposted adjustments are not returned.
• Production Analysis by Year - Report should be looking at invoice installments posted flag so that unposted adjustments are not returned.
• Batch Summary page disbursements paging arrows not working properly.
• Direct Bill Commission Receivable shows zero when run by department.
• General Ledger Details - Report is not picking up adjusting entries.
• Customer Statement-Perforation: Yes for Exclude Credit Balance option displays credit transaction without including it in Total Balance Due calculations.
• New Business Report returning inaccurate data.
• General Ledger Details - Showing entries made to the 13th period for retained earnings.
• New business report is missing Dwelling Fire line of business.
• Customer Statement - RP transactions are listed under wrong policies.
• 1099 Disbursement Details - Report is not picking up disbursements issued as 1099.
• Batch Printing Disbursements - The check numbers are regenerating when the batch is reprinted.
• DB Comm Income Recon - Fee included that has not been reconciled.
• Customer Statement - Report run with "Credit Balance Only=Yes" does not show the previous balance.
• Client Information does not pull into printed invoice when Bill To has been changed on master invoice.
• Customer Statement - Includes unposted disbursement detail for CD#2507 on Saturn Industries statement.
• Customer Statement - Bottom Perforation: This statement style does not include disbursements.
• Add location name to invoice header.
• Customer Statement - Branch Info and Producer Info are missing on the last page of each client's statement.
• Production Details - Report is doubling charges for compound / list bill invoicing.
• Invoices - All styles - Move address line 2.

Security

• Check box to force password change is lost. 
• The modify marketing rights templates has Save Changes enabled.

• User rights template for Setup is showing tab info when the template is not checked for opportunities and actions - other areas in tree just display a message that info can't be viewed.
• User rights template for Setup is showing access when the template is not checked.

Transactions

• Search Filter by Date Booked is not working in Transaction Summary screen.
• Invoice search at client transactions level - Date Booked (Fr and To) not working correctly.
• Journal Entry - Reversing in locked period with Admin rights returned an error.

User Interface

• Accounting dialog boxes have been updated for visual consistency.
• CRM dialog boxes have been updated for visual consistency.
• Add Login dialog box has been updated for visual consistency.
• Contact Info dialog box has been updated for visual consistency.
• Client Note dialog box (Search > Card File > Contact Name) has been updated for visual consistency.
• Delivery queue dialog box has been updated for visual consistency.
• Contact Phone dialog box has been updated for visual consistency.
• Programs dialog box has been updated for visual consistency.
• Find Location dialog box has been updated for visual consistency.
• Branch Status dialog box (SETUP > programs > Add New) has been updated for visual consistency.
• Certificate print batch dialog box has been updated for visual consistency.
• Search Client > opportunities > Add New Opportunity screen has been updated for visual consistency.
• Search Client> opportunities > Contact Image dialog box has been updated for visual consistency.
• Search Client > opportunities > Assignment Image dialog box has been updated for visual consistency.
• Search Client > opportunities > Select Opportunity > Add New Contact screen has been updated for visual consistency.
• Search Client > opportunities > Assignment > Add / Update Assignment screen has been updated for visual consistency.
• Search Client > opportunity > Add New Supplement screen has been updated for visual consistency.
• Search Client > card file > assignment > Name dialog box has been updated for visual consistency.
• Search Client > select policy > ACORD XML dialog box has been updated for visual consistency.
• Search Client > assignment > Add New Retail Agent screen has been updated for visual consistency.
• Search Client > select policy > Add Application screen has been updated for visual consistency.
• Search Client > select policy > Add Application > Next link has been updated for visual consistency.
• Search Client > select policy > policy info > Miscellaneous link has been updated for visual consistency.
• Search Client > select policy > policy info > premiums > Edit premiums dialog box has been updated for visual consistency.
• Search Client > select policy > policy info > premiums > Change bill to select entity dialog box has been updated for visual consistency.
• Search Client > select policy > policy info > premiums > Change Bill To Confirmation dialog box has been updated for visual consistency.
• Search Client > select policy > policy info > premiums > Change Bill To Select Location dialog box has been updated for visual consistency.
• Search Client > select policy > policy info > premiums > Add Premium dialog box has been updated for visual consistency.
• Search Client > select policy > policy info > premiums > Edit Premium dialog box has been updated for visual consistency.
• Search Client > select policy > policy info > premiums > Add Non Premium Fee dialog box has been updated for visual consistency.
• Search Client > select policy > policy info > premiums > Add/Edit People Commissions dialog box has been updated for visual consistency.
• Search Client > select policy > policy info > premiums > Add/Edit Agency Commissions dialog box has been updated for visual consistency.
• Search Client > select policy > policy info > premiums > Add/Edit Non Premium Taxes dialog box has been updated for visual consistency.
• Search Client > select policy > policy info > premiums > Add/Edit Non Premium Fee Details dialog box has been updated for visual consistency.
• Actions screen, changed Close button to Cancel.
• When importing policy information from a template, add a close choice.

For a video overview of some of the new enhancement features, click here. Please take the time to view these sessions and if necessary, schedule a meeting with your staff to view as well. Click on each link below for detailed overviews of 1.91 functionality. Note:  Some of the links may take a few moments to load. You may hear the sound before you see the images. Once the images appear, you may view the recording from the start by dragging the progress bar back to the beginning of the time line. Accounts Receivable Export Link to video Binder Posting and Enhanced Business Rules Link to video Carrier Name Expansion Link to video Document Divisions and Bookmarks (Note:The Drop Div button was renamed to Paste.) Link to video Fax Cover - Auto Wrap Link to video General Ledger Drill Down Link to video Home Actions Number of Records Displayed Link to video Issue - Certificate Holders Part I Link to video Issue - Certificate Holders Part II Link to video Opportunities to Marketing Creates Action Link to video Reports Modifications Link to video Reset Filters in Policy Summary Link to video Save Document without Closing Link to video Security Coverage Templates Link to video