Nexsure^® Release 3.9.9.9.59 (9-23-2022)

Enhancements

New feature that allows agencies to set a nightly job that scans for unpaid/overdue invoices and sends out notification for payment
Allows for the immediate cleanup of a reversal invoice against its original, provided no downstream activity has occurred
This adds a feature that allows for pre-filtering/pre-selecting invoices that are fully paid when processing a Carrier Recon when clicking on Add New Recon (Carrier)

Added the capability to delete retail agent contacts that are associated with Errors and Omissions history records

This adds ePayPolicy as a payment vendor and provides payment page when requesting payment from inside a Submission
This adds ePayPolicy as a payment vendor and provides payment page when Binding a policy in Submission Portal

Added a Retail Agent Lookup Parameter to the Retail Agent 1099 report
Added an Assignment Name Lookup Parameter to the Client Production Mailing report
Added a new Premium Finance Report which can be found by going to Operations -> Entities -> Other within Nexsure Reports
Added a new Tax Authority Report which can be found by going to Operations -> Entities -> Other within Nexsure Reports
Added new columns showing data for Remitter Name, Invoice Due Date, Receipt Residual and Advance Payment to the Aged Client Accounts Receivable Detail report. A new worksheet showing Balance Totals has also been added. Lastly, the “LOB” column header has been renamed to “LOB / Transaction Description"
Added an "Is the Additional Interest associated with any Certificates" column to the Additional Interest report
Added a "Created By" column to Retail Agent Payables report
Added an "Inactive Client" parameter to the filtering on the Client Production Mailing report. Added "Client Status" and "Retail Agent Name" as columns on the report
Added a new .csv output version of the Invoice Production CRM Report
Added a feature to the Trust Solvency Report that allows for pre-filtering/pre-selecting invoices that are fully paid when processing a Carrier Recon. When clicking on Add New Recon (Carrier)

Added the ability to pass Mailing Address as Billing Address for payment vendors

Corrected an issue in which the word Draft would appear when printing a posted Summary Bill
Corrected an issue in which Invoice Batch Print does not mark invoices as “Printed” when custom invoice is used

Corrected an issue in which attachments were unable to be moved within Attachment Manager

Corrected an issue in which the carriers are not always populating properly to ACORD 25 certificate
Corrected an issue in which, at times, the People Default checkmark was not being saved on an Employee Commission

Corrected an issue with Delivery Templates in which the variable for Retail Agent Enterprise Code, when added to the Subject Line, was not populating when that template was used with Service Automation

Corrected an issue in which .eml files could not be dragged onto the Attachment screen on a client
Corrected an issue with Document Templates in which the Client Primary Assignment Title variable was pulling the data from the Primary Assignment in the Branch

Corrected an issue in which Electronic Memo downloads could not be viewed from Advanced Search tab on the Interface screen
Corrected an issue in which MSA CAUTO downloads were not populating the Liability Type on the ACORD form

Corrected an issue in which all the Retail Agents with the same name were not returning on the Assignment Audit - Retail Agent report

Corrected an issue in which the policy numbers, set up and configured at the line of business level in a Sub Suite program, are not advancing when set to Incremental