Nexsure^® Release 2.9.3 (06-19-15)

Enhancements | Resolved Issues | Previous Development

Enhancements

Accounting

• If a location is used in a bill to, don't allow deletion, prompt user to inactive (F8024)
• Only allow up to 365 to be entered in invoice print days (positive #'s only) (F8030)

Reports

• Update check style selection drop downs (F8014)
• Add effective dates to Tax Authority Payable XDR Report (F7638)

Resolved Issues

Accounting

• Error when searching within summary bill - has to do with # of print days (D25356)
• Transactional View: displays incorrect dates for carrier disbursements that directly clears Invoice (D26310)
• Agency Commission Summary on invoice omits agency fee income (D26202)
• Excel commission import changes commission amount with % of Premium CD Rule (D26180)
• SECURITY - Removing VIEW rights to AGENCY, 3rd PARTY, and OTHER Commissions still shows totals (D24838)
• Batch printed invoices do not show as printed on the territory (D26181)
• Statement entry needs to allow create invoices for policy with effective dates before accounting periods (D26307)

Attachments

Outlook attachments on carrier or retail agent show policy numbers (D24433)

CRM

• All LOBS not coming over when using Marketing Existing & selecting policies on more than 1 page (D23933)
• If primary named insured past #100, marketing errors - increased to 400 (D26288)
• MA state licensed does not display for personal clients on UAR (D26278)

Delivery

Claims are displayed multiple times. (D26100)

Downloads/Imports

• Chubb download is incorrectly loading the ACORD 90CA CSL limit to the Bodily Injury field (D26130)
• Umbrella not receiving all data from Fireman's Fund (D26044)

eServices

• Accident Fund eservices stopping early (D26280)
• Gainsco eServices are stopping early (D26290)
• Florida Family eServices are stopping at login page (D26300)
• Add eServices for Cypress Service First (D26301)
• Add eServices for Southern Oak (D26312)
• Add eServices for Seacoast Brokers (D26312)
• Add eServices for Prepared Insurance (D26312)
• Add eServices for Olympus Insurance (D26312)
• Add eServices for MSA Group-FloodPro (D26312)
• Add eServices for Mapfre Ins Co of Florida (D26312)
• Add eServices for Heritage Property (D26312)
• Add eServices for Cypress-Service First (D26312)
• Fix eServices for Foremost Auto/Bristol West (D26312)
• Fix eServices for Cypress (D26312)
• Fix eServices for Florida Family (D26312)
• Fix eServices for Florida Peninsula (D26312)
• Fix eServices for Tapco (D26312)
• Fix eServices for United Property & Casualty (D26312)

Reports

• Submission Log XDR stalls when outputting additional columns (D26267)
• Accounts Payable reports display the same transaction under two different entities (D26259)
• Client Contact XDR - Referred by column says none (D26273)