Reports

The following items have been either resolved (D#) or added to (F#) Nexsure. Click the Video icon to view the instructional video that details the changes to Nexsure.

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Item # Nexsure Version Category Subtopic Description of Change Video
E480 1.83 Reports   MICR Code Placement on checks.
  1.91 Reports   Reports modifications.
  1.91 Report Accounts Receivable Accounts Receivable Export
F2834 1.94 Reports Expirations Add department to Expirations report.
F3285 1.93 Reports Expirations The policy description field has been added to the expiration report output.
F3720 1.94 Reports Claims Incorporate new claims stage field to claims reports.
F4978 & F5021 2.0 Reports Retail Agent

Two new reports have been added for Retail Agent:

  • Retail Agent Payables report - Gross broker billing - Ability to report on what is due and what is left open including reporting that validates and provides detail in the general ledger balances.
  • Retail Agent Aged Receivables
F5071 2.0 Reports   Analysis to insure reports that have Policy Mode are picking up new modes under this feature.
F5745 2.1.2 Reports Invoice

When adding an invoice, the option to click Preview to view the invoice is now available. Once the invoice is posted, the Preview link will change in to a Print link. When previewing the invoice, options to save, print or email the invoice are not available. The invoice must first be posted to enable printing and delivery.