9 November 2016

Attachments

  • Every attachments tab now has a folder path. The path allows you to navigate to a specific folder without having to click Parent Folder multiple times.

Custom fees | Documentation

  • Custom fees are fees built in the Lines module that appear in the Builder portion of a policy. Examples of a custom fee include the New York State Fire Fee and Policy Fee. On the Accounts Receivable screen of a policy, custom fees may now be written-off using the Write-Off Custom Fee button. The primary case for writting off a custom fee is when fully earned custom fee is removed from Builder but is still calculated into the account balance.