28 February 2017

Premium Written Earned Unearned report | Documentation

  • An Agent/Agency column has been added to the existing Premium Written, Earned, and Unearned report. The column will appear on the Policy Schedule tab and will include the associated agent/agency for each policy. This addition allows users to review the individual transactions that comprise the summary Totals by Agent/Agency tab of the report.

Print billing schedule breakdown

  • During the application process, agents may now print the schedule of payments by clicking Print Schedule within the View Schedule popup of the Billing tab. For optimal formatting, users should enable the Background Graphics option is selected when printing; otherwise the table and header titles will not print.