DURELL VERSION 7.3.75
This
update (from version 7.3.55) is now ready to download from www.durell.co.uk with
password = winter (n.b. in lower case). All Durell updates always include all previous ones, so you only need run
the latest.
Loading
time: approx 1 minute, plus 1 or 2 minutes for an associated DotNet update.
Please ensure you always run Durell updates as the ‘Administrator’ of your PC
or server.
If
you have any issues please raise a support ticket at www.support.durell.co.uk.
PLEASE
ENSURE YOU TAKE A BACKUP OF YOUR DATA BEFORE DOING ANY UPDATES.
MAIN
FEATURES
Product specific add-ons as well as the ability to add, remove and
MTA add-ons via the parent policy when doing a renewal or MTA. Also includes
improvements, bug fixes and bespoke developments.
Itemised List:-
- Fixed
an issue with exports to excel from mailshotted address records or policies.
- ·
Fixed
an issue with the TCF (Treating Clients Fairly) report accessed from an address
record – if the report was run without producing any result, subsequent
attempts would cause the report to error.
- ·
Fixed a bug that would cause some ‘Statements’ to include unwanted
entries when using the ‘Search Name’ to locate records.
- ·
Transaction Trail (within
statements) - Option added (as a tick box) to exclude entries not relating to
the client. i.e. payments made for relatives policies. This was causing an
imbalance at the bottom of the report which could be misleading if the client
only wants to see entries relating to their own policies.
- ·
Feature added to load excel report
on login. From within excel spreadsheets there is now the option to load data
field sets (reports) when opening Durell
General
Broker Only - You
are now able to add, remove and MTA add-ons when doing a renewal or MTA on
the parent policy. The setting that controls this is located in Setup >
General Insurance > ‘Defaults’ tab > ‘Allow add-ons to be amended at
MTA and Renewal’
- You
are now able to create product specific add-ons by navigating to Setup
> Products > Select a Product > Add-ons.
- When
the Commercial Screen 'Claims Experience' is included on a policy, the
'Claims' 'Yes/No' drop down now changes to 'Yes' when a claim is linked to
the policy.
- Added column "Insurer
Name" to the "Standard" Excel/CSV output of the Claims
Bordereau.
- Policies that have had their
‘Policy Status’ set manually to ‘Rebroke’ will now have their ‘Type’ set
as ‘B’ as opposed to ‘NB’
- Fixed an issue with reconciled
dates of ledger entries when changing cashbook date – this was having an
adverse effect on the commission transferable routine.
- Fixed an issue with the displayed
commission percentage for MTA rows on the ‘Extended Statement’ report
located in Accounts > Reports > Statements > File > Print >
Extended Statement in Excel.
- Removed
the ability to create manual entries with suspense fee (GXI*) and
commission (G*CS) nominals as fully reconciling these entries creates a
surplus on the client solvency report.
- Fixed an issue whereby new ‘Accident
Types’ added to ‘Accident & Medical’ or ‘Motor’ not appearing within a
‘Claim’
- The
‘Date’ field is no longer mandatory when competing ‘DD details…’ located
on the premium screen of a policy – not including this previously would
result in an error.
- The ‘Auto Renewal’ function
located in Setup > General Insurance > Auto-renewals… can now be run
by a specific user upon login as opposed to the first user logging in on
the next run.
- Added
the ability to import a ‘Vehicle List’ from Excel in the ‘Cover and
Vehicles’ policy screen of a ‘Fleet’ policy.
- Added
the ‘Currency’ drop-down selection to ‘Accident & Medical’ group
products.
- Added
‘Take-away’ as a Commercial product.
- Field
‘Proof Received’ is now longer locked when carrying out an MTA on a
‘Private Vehicle’ EDI policy.
Financial Adviser Only
- Fixed an issue that caused the filter ‘Select policies to include’ to
not work correctly. This relates to the ‘Policy Schedule’ report located in
File > Print > Policy Schedule.
- From Reports > ‘Life’ tab >
‘Funds held’ report you can now tick ‘Run on login’ on the right hand side
under the buttons. If this is ticked for a saved report layout then that report
will run on the first user’s login to the system. If you click the ‘File
settings’ button underneath the tickbox you can set the save location for the
file created by the report - so for example you could have a daily export of
the ‘Funds held’ report with a datestamp to a folder on your server. The ‘Date
last run at login’ field records when the report was last run, so if you need
to re-run on login use the ‘Clear’ button to clear this record.