Accounting

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 #	Category	Subtopic	Description of Change	Video
F5552 F5553 F5554 F5555 F5556	Transactions	Policy Info	Options are now available on the invoice defaults tab to enable copying of policy info from a previous policy to a new policy. This option is available to copy policy info for any of the following functions: Market Existing, Mass Market, Renewal, and Rewrite. This video discusses setup options as well as results on the policy info screen when the new copy option is selected.
F3166; F2464; F5572; F5573; F5621; F5622; F5818; F5822	Accounting	Reconciliation	These features allow clearing partial amounts of receive payments, disbursements and carrier reconciliations. In this video, how to use a single receive payment in multiple carrier reconciliations and to disburse any remaining amount to the carrier is shown. See how Nexsure tracks these transactions in a new link called Recon Clearing Activity.