IWS Release Notes - January 2013

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We strive to keep our products above the industry standard so that your systems remain current and flexible. For that reason, we make continuous improvements to BriteCore's code base. We've been experimenting with a continuous release process, and we'll be shifting to this to better reflect our daily improvements. Rather than waiting for the all-clear of many items to go out in one weekly release, you'll receive continuous updates for code changes going out in the daily release. Items that require full release notes for this month can be found in this section of the BriteWiki.

Jan 24, 2013

Fixed Behavior for Payment Distribution on Renewals

The Payment Distribution Box generates in BriteCore any time the amount paid is different than what's currently due, regardless of whether it's an under or overpayment. For renewals, the Payment Distribution Box does not appear if the current term is paid in full and the insured is paying the next term's annual or installment invoice in full. The payment will instead be automatically applied to the next term. If the current term is not paid in full, then the Payment Distribution Box will generate because the system expects payment against the current term.

Jan 14, 2013

Support Fix: Deleting or Changing a Contact Who is the 'Bill Whom'

If you remove a contact who is the 'Bill Whom' on a policy, you will receive a popup (see image Pop-Up Message for Bill Whom) indicating a new 'Bill Whom' will need to be selected on the 'Accounts Receivable' screen. Once you delete the contact, navigate to the 'Accounts Receivable' screen of the policy. Notice that the 'Bill Whom' shows 'None Selected' and the 'Bill How' is blank (see image Bill Whom None Selected). Please select a new 'Bill Whom' and the 'Bill How' will now be updated automatically.

Related Links:

Jan 7, 2013

Changes to Open Loss Report

We’ve made some minor changes to BriteCore’s standard Open Loss report. This report used to display loss, legal, and adjusting reserve amounts in one column labeled “Reserves”. These reserves are now split into three columns: Loss Reserves, Legal Reserves, and Adjusting Reserves. The sum total for each reserve (for the time period in which the report is run) is listed at the bottom of the individual reserve column.

Additionally, we’ve removed the “Expenses” column from the Open Loss Report sheet. Also, if you would like to view additional paid claim amounts, please run the Claims Payments report.

Jan 3, 2013

New Feature: Attaching Mortgagees/Loss Payees to Line Items

We’ve added a new feature in BriteCore that allows users to collect line item information on a more granular level during policy entry. This feature enables users to attach separate mortgagees/loss payees to specific line items or scheduled items inside of Builder. This functionality can be activated or deactivated per line item/scheduled item by clicking on the new check box in Lines > Effective Date > Policy Type > Edit Line Item > Setup labeled “Allow mortgagee/loss payee to be attached to this line item”. When this check box is selected, a new Loss Payee icon appears in Builder when the line item/scheduled item is added to the policy...Read More

New Report: Credits on Canceled Policies

A new stock report was added in BriteCore labeled “Credits on Canceled Policies.” When generated, this report displays a list of all canceled policies where the Account Balances contains a credit. The report pulls information from BriteCore as of the report run date and displays all canceled policy number(s), effective date(s), and current Account Balance(s) for policies with remaining credits...Read More

Related Link: Reports: Credits on Canceled Policies