Nexsure^® Release 3.9.9.9.20 (06-21-19)

| Enhancements | Resolved Issues | Previous Development |

Enhancements

Accounting

• Added a new "Policy Payments" option to the Select View drop down box on the Client Transactions Screen with the ability to Export to Excel
• On the Bank Reconciliation Transaction Screen:
• Added a validation to prevent clearing of future items so that the Summary report will balance to the GL
• Default search filter dates to exclude future items. The dates may still be changed by the user
• Disabled checkboxes on future items so they may be seen but not selected

Attachments

• Added an "Attachments" option to the Quick Navigation menu in Disbursements so attachments can be added to the Disbursement
• Added an "Attachments" option to the Quick Navigation menu in Reconciliations so attachments can be added to the Reconciliation

CRM

• Added an "Assignees" icon to the Client Search summary screen next to each line item. When clicked, a pop up will appear showing the assignments on that particular client
• Added the ability to update the Coverage Term Expiration Date on Pending Cancellations

Downloads

• eDocs download certification for Secura
• eDocs download certification for New Mexico Mutual
• Updated Download Coverage Codes for First American
• Updated Download Coverage Codes for MSA Group

Resolved Issues

Delivery

• Corrected an issue in which sending an invoice via eSignature to DocuSign was causing an error
• Clicking on the Subject link of an email in the user's Draft folder in their Authenticated Email Inbox no longer generates an error

eServices

• Corrected an issue in which Progressive eServices were stopping early
• Updated eServices for BHHC to accommodate a change to their login page
• Corrected an issue in which EMC eServices were stopping early
• Corrected an issue in which the JM Wilson eService was not going to the correct login page
• Corrected an issue in which Westfield eServices were stopping early

Forms

• Corrected an issue in which changes on the Acord 152 when used in conjunction with Acord 401 base form were not populating to the Acord 175
• Corrected an issue in which changes on the Acord 401 and Acord 404 were not populating to the Acord 175 Change Request

Reports

• Corrected an issue with the rolling dates on the Income Production Credit report subscriptions. Users can now blank out the dates on the report filters so the dates roll properly on subscriptions
• Corrected out of balance issues with the Bank Recon Summary report