Nexsure^® 2.7.2 Release Notes (06-20-14)

Enhancements

Attachments

• Ability to convert to PDF in attachment manager (F7641)
• Add ability to bookmark, annotate, insert, extract & highlight PDF's in attachment manager (F7572)
• Add Versioning: ability to chose from all versions of a document (F7527)
• Ability to copy a document in Nexsure (F3989)
• Security for copying attachments (F4170)
• Add TIFF doc type to attachments search filter (F7553)

Downloads

Certification for Interguard WC (F7203)

eServices

Add Sircon.com (F7669)

Forms

Acord 90 VA (F7652)

Reports

• Cash Disbursements Register XDR - added. (F7681)
• Work Comp Class Expiration Mailing XDR - added. (F7682)

Service Automation

• Add paging to Best Practices clients tab (to improve performance) (F7661)
• Add check box exclude marketing to client tab (F7691)
• Add paging to Best Practices retail agent tab (F7690)

Resolved Issues

Accounting

• Unable to view Lockbox exceptions (D25590)
• Payee address is not printed on checks created from auto-processed AP's (D25575)
• Disbursements- Sort order on Quick Navigation->Invoices filter not working (D25530)
• Retail Agent Receivable Recon shows client transaction where Client ID = Retail Agent ID (D25359)
• Download mapped to wrong client - changing logic to try to find exact policy # match first (D25547)

Attachments

• Error opening attachment in Attachment Manager (D25605)
• Dragging attachment into Attachment Manager shows 01/01/0001 as created by date (D25470)

Delivery

• Retail Agent commission statement notification email not being sent (D25598)
• Choosing CONTACTS in Address Book does not return any results when contact doesn't have a role selected (D25232)

Downloads

• Acuity downloads put package total premium on both GL and Prop (D24803)
• Import spreadsheets do not allow null value for contact phone number (D25578)

Forms

Nature of Business doesn't prefill on lookup (D25577)

Reports

DW-Changes to the Retail Agent Primary Contact are not reflected in the DW (D25167)