DURELL VERSION 7.4.05
Additional functionality on pre-existing reports as well as other improvements,
bug fixes and bespoke developments.
‘Comments’ located at the bottom of each ‘Statement’ to the Extended Statement
to Excel’ export. This statement is ran by clicking File → Print → Extended
Statement to Excel from ‘Statements’
a display issue on ‘Adviser Lead Commission (Variable)’ report.
‘Adviser/Introducer’ and ‘Nominal’ tabs would previously not updating when
performance of ‘Instalment’ report when used on virtual servers.
an issue whereby data field sets accessed via ‘Documents’ that would cause a
set to lock occasionally when editing.
new option to ‘Source of Business’ dropdown on policy ‘Front Screen’ –
extra functionality to the ‘Cashing Up’ process accessed via ‘Accounts’ →
Cashbook → Signpost → Cash up to bank. You can now cash up via ‘Payment Method’
and also via a date range.
an issue whereby changing adviser initials would cause an error
Fixed bug whereby some accounts reports
were including ‘Insurance’ nominals, which had the effect of duplicating some
a bug whereby some accounts reports would not run due to character limits on
issue whereby adding a subsidiary address to a record, then using them in
template for more than two addresses would cause an error
Word templates, extended the amount of exportable fleet vehicles from 50 to
bug whereby Group policies were not displaying an envelope after being posted
to the accounts.
you use a sanctions checking service other than the built-in Sanctions Search,
you can launch a website from the “=” button on the Client screen. Goto Setup →
Sanctions search → tick ‘Open a website instead’ and enter a valid link in the
URL field. Clicking the “=” button next to “Sanctions search ref” or “ … life 2”
will then open that link.
the Client screen you can now mailshot flag all the client's policies. From the
Client screen → Options (signpost) → Mailshotting → Mailshot current client’s
policies … . There are 2 options: 1) to CLEAR other mailshot flags (i.e. so
that only the current client’s policies are flagged), or 2) to LEAVE other
mailshot flags in place (i.e. to add the current client’s policies to the list
of flagged policies. [N.B. option 1) can be used to create new docs or
spreadsheets directly from the Client screen by setting ‘Select records’ =
“Policies, mailshot = Y”.]
You can now include the Adviser and
Lead initials in Sales Ledger Reports to Excel. From the Sales Ledger → File →
Print → Ledger entries … and tick ‘Send to Excel’, there are 2 new options
‘Show client adviser & lead’ and ‘Show policy adviser & lead’ showing
the initials of the adviser & lead set at the client or policy level
respectively. Please note that for policies, this is the adviser & lead at
the time of posting.
Amount row has been moved after description
within Accounts → Regular payments (scrolling view)
ABI list for question ‘Overnight Parking’ located within Motor policy question
‘Commercial, Management Liability to list of policy products
to ensure consistency of ‘Marital Status’ ABI list in all locations within
10 additional merge fields added for “Marine
Conditions” to enable up to 20 conditions to pull through to documents /
Fixed an issue whereby D&C benefit and Endorsements
were being removed at renewal (Accident & Sickness Policies)
changes to field ‘Previous Insurer’ to facilitate use of AXA IHP HH EDI scheme
the ‘Standard’ Excel export of the bordereau by adding a column to indicate
whether the policy for that row has been paid or not.
‘Commercial, Contractors All Risks & PI’ to list of policy products
an issue with Brokerage Charge Analysis report whereby limited amount of
entries would appear in the defined range.
well as being able to add details of the last MTA to datafield exports, there
are now totals for premium fields, that sum all MTAs on a policy. From table
“Policy - MTA details” select fields like “MTA - Total …”, e.g. “MTA - Total
Invoice” to get the total invoice amount of all MTAs on a policy.
quoting using Applied Systems EDI, additional checks added for ‘Decline Result’
at quote stage
Financial Adviser Only
field wording from ‘Guidance
- Oblique Administration’ to ‘Guidance – Administration’ on ‘Basis of Advice’
dropdown located on policy front screen.
“Portfolio, offshore” product to list of policy products.
ID’ has been added to Funds Held & Sales Ledger Excel reports and will be
included as standard in any other Excel layouts added in the future. N.B. it is
already in the ‘Client and policy notes and appointments’ report.
Durell Release - 7.3.75
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: ...
DURELL VERSION 7.4.25
DURELL VERSION 7.4.25 MAIN FEATURES New client & policy document removal function. Changes to fleet commercial screens. Additional functionality on pre-existing reports as well as other improvements, bug fixes and bespoke developments. Itemised ...