Related Articles
Set Default Invoice Date
From the Durell front screen, click on Setup and then General Insurance. In the new window which appears, select the “Posting” tab and you will see the setting to switch between today’s date and the invoice date as a default invoice date.
Contra (When Commisison Transferred)
Firstly you will want to make a note of the original posting figures This can be done by going to the original policies premium screen, then taking a screenshot. Go back to the client policy screen Hit the “Starburst” The select “MTA for current ...
Petty Cash
As far as your Durell system is concerned, Petty Cash is effectively a supplier that sells coffee, stamps and biscuits, etc, on credit, that you settle in fixed lumps of, say, £50 each, usually paid in advance. Then each time you use some petty cash ...
Broker Pays for Policy Themselves
This guide will demonstrate the easiest way to pay for a client’s policy yourself. Post your customer’s policy as normal. Once it is posted, you will need to input a manual Purchase Order for the value of the customer’s policy. Go to the Accounts, ...
Lockdown adjustment Guide
How the lockdown works and what impact this has General Overview Lock Down Function – This feature prevents users from creating entries prior to a stated date. You can apply the same date for all or individually. The above screenshot will prevent all ...