Main Features

  • This update mainly includes fixes and minor improvements, resulting from user requests.
  • A new setup option has been added to Setup > ‘Diary and messages’ to ‘Only show diary list view (all users)’. If you do not use the calendar views  – i.e. Day and Week, then turning them off with this option will improve performance.
  • UAC no longer needs to be turned off to update Durell.
  • Issues when reconciling Cashbook entries introduced with new sort and filtering features in version 7.1.71 have been resolved.

Itemised List

  • From Policies list the ‘Jump To Diary’ option ‘Jump to most recent diary linked to this policy’ has been updated to ‘Jump to next or most recent diary entry linked to this policy’ and will return the next appointment in the future if one exists.
  • Error trapping added to catch run-time errors intermittently causing crashes when moving documents in the Document Viewer.
  • If a group policy contains other group policies you can now use Edit from ‘Policies in Group’ to open and edit them.
  • The ‘Percentage of business’ report now correctly splits ledger entries without a link to a policy under the heading “(No policy link)”.
  • You can no longer cash up from the Cashbook to the Bank for a date prior to any ‘Lock down’ or ‘Period end’ dates.
  • Error resolved when creating a Remittance (under File > Print) when in a Cashbook entry.
  • Part reconciled Cashbook entries no longer appear multiple times in the ‘Reconcile Account For …’ screen.
  • When clicking ‘Find’ in the Document Viewer the option ‘If found item is not already in the client’s folder move it there’ is now ticked by default. This should help resolve operational issues where documents are linked but mistakenly not moved to the client folder.
  • Access right Clients > Sanctions Search added in User Setup to control whether ‘Sanctions search ref’ fields are read only or editable. [Making these fields read only ensures duplicate searches are not created for the same client, i.e. it forces unresolved searches to be resolved rather than performed again.]
  • The issue in Accounts where the Journals columns become misaligned for entries where the nominal name is less than 4 characters has been resolved.
  • ‘Nett, IPT + insurer’ field added to Policies column setup (accessed via Binoculars).
  • ‘Fee at renewal’ as a fixed currency amount has been added to the Setup > Products screen and will be pulled through as a default at renewal.
  • Intermittent ‘Object variable or With block variable not set’ error some users were experiencing when opening Notes has been resolved.
  • Renewal count has been made available to reporting in field group ‘Special – previous year premium’ from table ‘Policy – Special info’.
  • MTAs that only incur a brokerage fee, i.e. no premium, are now included in the ‘Percentage of business’ report.
  • ‘Item not found in this collection’ error some users were experiencing when opening ‘Percentage of business (all accounts sets to Excel)’ has been resolved.
  • When jumping to Claims using the icon from a Prospect you now only see claims for that prospect and not all claims.
  • ‘Item not found in this collection’ error when reporting on field ‘PolicyOriginalRecord’ from Claims table has been resolved.
  • NCD percentage is not a mandatory field for insurers to include in the EDI renewal invite, however when it has not been provided it is now updated in Durell if the renewal is taken up.
  • Reporting on field ‘Year’ from table ‘Policy – Commercial, vehicles’ now correctly returns dates.
  • The client ‘Title’ field (provided when a new client record is created) is now correctly pulled through to Household policies.
  • Issue with commission not pulling through correctly for MTAs following update 7.1.73 has now been resolved.
  • You can no longer edit a ledger entry’s nominal for non transferrable related nominals after the entry has been reconciled.
  • Products ‘Crime’, ‘Public liability excess of loss’ and ‘Employers liability excess of loss’ added.
  • The number of endorsements exported to reporting from table ‘Policy – Endorsements’ has been increased from 10 to 20.
  • The checkboxes in the ‘New business (quote conversion)’ report to include new policies converted / not converted from quotes are now being picked up correctly by the report.
  • Commission download now posting renewal commission to advisers and leads at renewal payaway percentages.
  • Commission type ‘Commission_Misc’ from Zurich now included as renewal commission.
  • ‘Overflow’ error some users where experiencing when filtering in ‘Commission & Fee Download’ screen for large sets of entries has been resolved.
  • In Mailshotting the option ‘Current policies and variations’ has been added to the ‘Include policies’ dropdown as the ‘Current policies’ option does not update the mailshot flag on variations.

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