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Enhancements include:
- Reconciliations can now locate items when partial information is entered (Locate
Item/Locate by Sort Key option) for the following sorts: Policy Number, Customer
Number, Transaction Type and Policy Type. Previously if only part of
the policy number was entered in the Locate by Sort Key option field, the message
“Unable to locate selected item.” displayed
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- Reconciliation adjustments are now filing correctly when adjusting Brokerage commission twice in Reconciliations. Previously, incorrect information
filed caused the Changes, Production, Account Current, and Company Payables
reports to be incorrect
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- After suspending a Direct Bill reconciliation, when continuing that reconciliation
any new items added that meet the criteria of the suspended statement are now found
and pulled into the statement as well. Previously once the statement was created
and suspended, no new items were added
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- When updating the brokerage commission to a flat amount on a negative transaction, the commission amount now displays as negative and the net premium is updated correctly
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