| 2012 |
| February |
6.6.42 (2th February)
Updates in version 6.6.42 released on 2th February 2012
IMPORTANT ! This update changes the minimum Durell screen size from 800x600 to 1024x768, in order for more information to be displayed per screen. Please do not proceed with this update until you have checked your screens are suitable (which 99% should be). Some customers may have already received many of these developments via interim releases, however no-one will have received all the features in this latest update, some of which are crucial.
Loading time: approx 2 minutes
Version numbering: the first two numbers indicate the actual version, while the final one indicates minor revisions, which can largely be ignored. So if you find the update on our website has incremented to 6.6.43 or 6.6.44, etc, it'll probably just incorporate some further improvements.
For All users we've added a revised Complete Policy Register, which allows you to link Word templates to your product types and then easily print a client's entire policy register (via Reports / Client) . We've also added an option to select your own columns in the scrolling lists of Policies, Claims & Renewals (via the Binoculars pop-up in these programs). Finally we've added templates for Journal Entries in the accounts (e.g. for processing VAT) so that it's easier to consistently select the correct debit and credit accounts.
For our Life, Pension & Investment customers we’ve added the ability to get annuity quotes online from Webline and made a number of improvements to the Valuation reports.
For our General Insurance customers we've developed "Add-on" policies (via an "Add-on" button at the bottom right of the Premium screen) whereby standard policies (e.g. for Legal Expenses or Uninsured Loss Recovery) can be added to base policies with a couple of clicks, and then be included in their posting to accounts. Note that a template for each standard add-on policy must be set-up beforehand, via the existing Signpost option for Standard Answers. This update also includes a lot of important fixes for Insurecom-related motor and household policies.
All UsersWHMinimum screen size increased from 800x600 to 1024x768 to allow more data to be displayed per screen. WHThe "Complete Policy Register" in "Reports / Client" has been improved and simplified, and is now also available under "Reports / Life" and "Reports / General". WHAdded user-defined columns via the Binoculars button in the scrolling screens for Policies, Claims & Renewals. If you include the "Comments" column then these can be entered by right-clicking the policies in the scrolling list WHThe "Setup / Import" program can now load adviser, lead and insurer codes. WHAdded a template facility for Journal Entries to be more easily repeated in the accounts WHFixed (fairly obscure) problem with the Trial Balance, so it can now cope with commission earnings being entered in the Purchase Ledger. WHCorrected problem with the Document Viewer when using the new docx format, where multiple documents based on the same template on the same date are now correctly named. WHThe printing of the Client Notes has been speeded-up. WHPolicies and documents should no longer get separated from clients as a result of a client renaming failure, and previously orphaned ones will be re-linked by this update. Life, Pension & InvestmentsWHThe Basic Valuation report now includes the original purchase price with an option to show the growth. WHFixed an occasional "Divide by zero" error that sometimes happened during valuations. WHFigures for "Structured for growth" accounts, and "Structured for income" ones, are now included in the valuation reports. WHAdded a facility to clear the "Also in factfind for" and "Also in valuation for" fields. WHAdded a Signpost button option to copy "Also in factfind for" names to all of a client's other policies. WHAdded three new fields for each policy's current total regular premium, accrued single premiums, and their applicable date. WHThe routine to calculate the revised premium resulting from policy variations now includes lump sums. WHAdded new option on Web-link (a.k.a. Client Facing Services) for on-line Portfolio Analysis (n.b. requires Fin Express Lite, or better) WHAdded new option on Web-link for clients to upload documents directly into the main Durell database's Document Viewer WHUsers with a Webline account (free if you take-up 36 items per year) can now get online quotes for annuities General InsuranceWHiprism ref nos are now passed to the accounts while the underwriter ref nos are additionally available on the policy and claims screens. WHThe existing button on the Document Viewer to "Link to Current Policy" now changes to "Link to Current Claim" if activated from one. WHRe-broked Insurecom policies now carry-forward the expected start and end dates from the expiring policy. WHImplemented a new "Add-on" button on the bottom-right of the Premium screen to add standard policies (e.g. Legal Expenses) to base ones (e.g. Motor). This latest version also copies the invoice date and policy stage to the add-on. WHUpdated the Insurecom link so it sends co-proposers' full names (i.e. the required new format) instead of just their initials. WHMMA Legal Expenses add-ons via Insurecom are now correctly tagged as "add-ons". Note that these do not need to be entered as separate add-on policies in Durell, and they still appear automatically with the base policy. WHThe system now correctly receives the reduced number of NCD years returned in Insurecom renewals. Previously the correct premium and details would have been included in the renewal's risk, but documentation issued by Durell might have shown the previous policy's NCD years. WHFixed the problem where some MTAs processed via Insurecom were returning an incorrect premium of zero for the adjustment. WHFixed the problem with lapsing Insurecom policies by meeting new requirement to include the original end date. WHFixed the problem with Insurecom renewals by meeting new requirement to remove the Excess Breakdown Result and the Endorsement Result sections. WHFixed the problem with theft claims for Insurecom motor policies and added new options for "Theft of items from vehicle" and "Theft of vehicle". WHNow prevent incorrect premiums from Insurecom caused by deleting renewal invitation, then processing an MTA (e.g. for more expensive vehicle or cover), then re-accepting the original renewal. WHFixed the problem where claims sometimes could not be deleted WHThe full details for advisers and leads are now available to Word from claims. Special (for SSG)WHThe "Selection for Postcode Area" pop-up for adding contacts to claims now includes user-selectable fields. WHAdded "Handling Fee" fields to the screen for non-policy related Claims.
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| January |
6.6.40 (24th January)
Updates in version 6.6.40 released on 24th January 2012
Please Note: This is an early version of our next official release that we are making available now because it contains an update required by Insurecom in regard to co-proposers of household policies. If you use Insurecom for motor or household business you are advised to install this update ASAP. Otherwise you may prefer to wait a couple of weeks till it's been thoroughly tested, associated documentation has been completed, and the planned further improvements have all been finished.
Loading time: approx 1 minute
Version numbering: the first two numbers indicate the actual version, while the final one indicates minor revisions, which can largely be ignored. So if you find the update on our website has incremented to 6.6.35 or 6.6.36, etc, it'll probably just incorporate some further improvements.
For All users we've added a revised Complete Policy Register, which allows you to link Word templates to your product types and then easily print a client's entire policy register (via Reports / Client) . We've also added an option to select your own columns in the scrolling lists of Policies, Claims & Renewals (via the Binoculars pop-up in these programs).Finally we've added templates for Journal Entries in the accounts (e.g. for processing VAT) so that it's easier to consistently select the correct debit and credit accounts.
For our Life, Pension & Investment customers we’ve made a number of improvements to the Basic Valuation report, which now includes the original purchase and the growth.
For our General Insurance customers we've developed ""Add-on"" policies (via an ""Add-on"" button at the bottom right of the Premium screen) whereby standard policies (e.g. for Legal Expenses or Uninsured Loss Recovery) can be added to base policies with a couple of clicks, and then be included in their posting to accounts. Note that a template for each standard add-on policy must be set-up beforehand, via the existing Signpost option for Standard Answers).
All UsersWHThe "Complete Policy Register" in "Reports / Client" has been improved and simplified WHAdded user-defined columns in the scrolling lists of Policies, Claims & Renewals (further improvements planned) WHImport program can now load Adviser, Lead and Insurer codes WHAdded a template facility for Journal Entries in the Accounts General InsuranceWHNew "Add-on" button to add a standard policy (e.g. Legal Expenses) to a base one (e.g. Motor) (further improvements planned) WHUpdated the Insurecom link to send co-proposers names in the required new format Life, Pension & InvestmentsWHIn Basic Valuation report added original purchase price and option to show the growth
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| December |
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2011
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| November |
6.6.23 (1st November)
Updates in version 6.6.23 released on 1st November 2011
Loading time: approx 1 minute
Version numbering: the first two numbers indicate the actual version, while the final one indicates minor revisions, which can largely be ignored. So if you find the update has incremented to 6.6.24 or 6.6.25, etc, it'll probably just incorporate an additional minor user-specific request.
For All users we've added a new facility to be able to disable user accounts without the need to delete them (via a tick-box on the User / Setup screen). We've also fixed the Notes and the Aged Debtors report that were inadvertently damaged in the update last week.
For our Life, Pension & Investment customers we’ve made a number of cosmetic improvements to the Valuation report.
For our General Insurance customers we've updated eight commercial insurance screens and added two completely new ones. We've fixed a number of bugs with Insurecom and continued to improve our integration with iprism (for commercial insurance business).
All UsersWHIn Setup / Users added facility to disable user login accounts without having to delete them WHFixed Notes option to print “Current notes list”, which was only printing the current one WHThe Aged Debtors report now includes Sales Orders again (i.e. as well as Sales Invoices) Life, Pension & InvestmentsWHIn Valuation report added option to show the alternate policy reference to be used with contract enquiry WHIn Valuation report if the growth rate is not included it no longer leaves a blank column WHIn Valuation report fixed problem with pie charts very occasionally appearing on two pages WHIn Valuation report fixed problem with some pie chart lists still encroaching over central bar General InsuranceWHThe usage by additional drivers now really does default to “Infequent (Casual)” WHThe medical details for drivers is now correctly passed to Insurecom WHThe facility to override commission downloaded from Insurecom now works for household as well as motor WHOn the Property Owners screen Liability Limit now accepts free entries WHA renewal can no longer be created while an MTA for its base policy is still outstanding WHOn photographic policies a zero sum assured no longer causes the premium screen to initialise WHAdded facility (via the Help Desk) to clear commission and fees stuck in the suspense accounts WHFixed renewals for Insurecom scheme ref NU001854, which are now converted to ref NU002097 WHFixed (rare) problem where Transferable Commission routine was picking-up commission from policy invoices that had been previewed but not actually posted WHAdviser commission at renewal may now be reset on the adviser’s setup screen, so it overrides the rates on the previous policy WHOn renewal the data in Travel & Personal Accident policies no longer initialised WHOn the Travel screens the Delay Benefit per Hour field has been increased from 2 to 3 digits WHCommercial / Sums Insured (i.e. SIAllOtherConts) WHCommercial / Hauliers Transit (i.e. HTARLimit) WHAdded “Fire & Theft” to Cover dropdown WHDefaults may now be set for Additional Benefits WHNo of Vehicles field now has “=” button to count active ones WHAdded new Fleet Vehicles report WHCommercial / Consequential Loss WHCommercial / Liability WHCommercial / Sums Insured WHCommercial / Employers Liability WHCommercial / Hauliers Transit WHCommercial / Single Rate WHOther / Travel & Personal Accident WHOther / Travel & Personal Accident WHOther / Business Travel and increased all fields from 7 to 8 digits WHCommercial / Excess Public Liability WHCommercial / Machinery All Risks OTHERSWHDefaults added for postcode, Town name & CIF WHThe iprism pop-up is now correctly sized WHOn the Policies screen, if the insurer = “IPRISM” then the purple zigzag “Uplink” key always goes to iprism (i.e. and never to Insurecom) WHDownloaded fields containing the word “NULL” now appear as blank WHThe first line of the client’s address no longer starts with a space WHThe iprism download log now includes the product type (e.g. Tradesman) WHThe iprism folder has been moved from the program folder, Imw-User, to the data folder, Imw-Data WHDownloaded policies now always create an associated product with a code WHThe dates no longer appear in the US mm/dd/yyyy format WHThe jump to quote option is working again (n.b. was jumping to policy)
6.6.23 (1st November)
Updates in version 6.6.23 released on 1st November 2011
Loading time: approx 2 minutes
Version numbering: the first two numbers indicate the actual version, while the final one indicates minor revisions, which can largely be ignored. So if you find the update has incremented to 6.6.16 or 6.6.17, etc, it'll probably just incorporate an additional minor user-specific request.
For All users we've improved the Aged Debtors report so it can be aligned with the Trial Balance. We've also made numerous small improvements to the Fee Timers and Diary, and we've added a routine to check your Durell Maintenance routine is being run.
The Web-link now has an additional screen that graphs both contract valuations and fund prices over time, as well as providing pie charts for analysis by sector, investment type and risk.
For our Life, Pension & Investment customers we’ve made many improvements to the Valuation Reports, and a number of improvements for customers doing contract enquiries with the option to delete and replace funds. There are also new mortgage types, and a new version of the Durell fact find is available on request (i.e. to our Help Desk).
For our General Insurance customers we've added an Employer Ref No on all commercial policy, business client and subsidiary co screens, with a new report for the Employers Liability Tracking Office (ELTO). A number of new features have been added to the integration with iprism for on-line commercial quotes, and we've made a whole range of fixes and improvements for Motor and Household.
All UsersWHIn Cashbook when adjusting manually-created invoices without associated adviser pay-aways the system no longer tries to randomly adjust other purchase invoices WHIn Cashbook when adjusting group renewal commission invoices with over seven lines the system no longer adjusts the wrong line. WHThe Aged Debtors report may now be produced separately for Sales Invoices, SCs, PIs & PCs. WHIn the “Accounts / Setup” the default invoice texts are now forced into upper case. WHThe user licensed as “MERCHANT FINANCIAL MANAGEMENT LLP” may now edit invoice numbers (not generally recommended). WH Mailshots;The system now automatically detects documents saved in the new docx format. WHThe client's "Business Type" may now be used for mailshot selections. WHIf the Durell Maintenance routine has not run for 20 days you will now get a warning at log-on. WHWhen a fee entry is copied to the client Notes it now includes the “Time Spent” WHWhen creating a fee entry the “Print” button no longer appears in the middle of the Notes. WHRe-selected fee entries now include the “Appointment is done” tick-box. WHDiary entries selected from the scrolling view no longer create an error when edited. WHThe Notes may now appear on the right of the scrolling view (n.b. provided they’re selected) WHThe Notes may now include apostrophes. WHFee entries with a single time (duration) now retain the correct values after “Done” is ticked. WHThe TCF report is now picking-up the “Time Spent” WHWeb-link secure email messages are no longer scrunched-up on the left side of the screen. WHNew email messages re-appear at each login until explicitly closed. WHA new screen has been added to display graphs of contract valuation histories, individual fund price histories, and pie charts analysing the portfolio by product, sector and risk. Life, Pension & InvestmentsWHDuplicated cash funds no longer appear during a contract enquiry WHPolicies with regular premiums (e.g. Monthly) now get the “Total Investment” figure in the Investment Summary updated after a contract enquiry. WHThe Setup for Funds Prices now displays both the insurer code and the Fin Express one to allow them to be aligned manually WHMoved the tick-box to "Retain original investment & withdrawals" onto the "Recalculate totals" pop-up. WHThe “Basic” valuation report now displays the original purchase amount and total withdrawals. WHDownloaded funds are now displayed for verification (provided “Re-confirm code matches” is ticked) so “Not assigned” sectors can be set, and insurer-specific funds can be aligned with FinExpress ones. WHAdded a Signpost option in “Setup / Fund Prices” to download new FinExpress fund names and codes from the central file. WHAdded an option to show the Yield. WHAdded an option to show the investment companies in upper case. WHProducts like “Deferred Care” are no longer pluralised (e.g. to Deferred Cares). WHAfter fund-based contracts are converted to account-type ones their old fund data is no longer displayed. WHAccount types (e.g. Fixed Interest Accounts) are now listed individually. WHWhere a large number of items in the pie charts used to cause the list to spill over margins, the smaller items are now grouped together in a line for “Others”. WHThe “Durell (rev 6)” factfind has been slightly improved, and is available on demand from the Help Desk. WHThe “Funds Held” report now creates a check file so you can verify the data being sent to Analytics WHCreated new product type “Collective investment” for Savings & Investments. WHIrrelevant compliance dates for fee work no longer appear at the bottom of the Policies screen. WHAdded “Roll-up” to the dropdown of “Payment types” on the mortgage screen WHAdded the following Mortgage types that all use the same screen as “Mortgage Broker (client pays)"…
Commercial Mortgage, Bridging Finance, Residential Buy To Let (Regulated), Residential Buy To Let (Non-Regulated General InsuranceWHAdded Employer Ref No on all commercial policy, business client and subsidiary co screens. WHAdded new report for the Employers Liability Tracking Office (ELTO). WHOn the new fleet screens the values in the Policy Excess dropdown may now be overridden. WHSystem no longer crashes if you exit from certain screens without saving (e.g. Fleet). WHUpdated the table for new Makes & Models of vehicles. WHThe fields for vehicle Body type and No of seats are now editable. WHThe use of vehicle by additional drivers now defaults to “Infrequent (casual)” instead of “Frequent”. WHIncreased the number of “Specified items over £1,000” in Household policies that may be sent to Word from 10 to 25. WHCorrected problem with incorrect Household specified items at MTA. WHThe commission rate returned by Insurecom may now be manually overridden. WHThe “Source of Business” and “Basis of Advice” may now be entered in quotes. WHPolicies may now have their start & end dates changed after cancellation. WHRebroked policies now have correct start & end dates WHRenewals now correctly show the inception time at 00:01, even after MTAs have been added with different start times. WHResolved bug where drivers were being set as “Outside UK” while also being “UK resident”. WH MTAs;Added a new compliance date to the Claims screens for “Notification (with repairer)”. WHNon-policy linked claims now have fields for Insurer costs. WHNon-policy linked claims now have an editable field for the policy reference. WHWhereas the percentage of policy commission for pay-aways is remembered in MTAs, all fixed sum pay-aways now revert to zero at MTA. WHDocuments for a claim not-linked to a policy now correctly appear in the claim’s Doc Viewer. WH“Net Premiums Owed to Insurers” report now has purchase invoices correctly pre-selected instead of sales invoices, so figures are correct again. WHThe Policy Bordereau report may now be sorted by Policyholder . WHPercentage of Business report now gives a total for every company in the listing. WHAdded option to download from a selected date. WHAdded option to mark products so the policyholders get saved as either Individual or Business Clients. WHDurell is now downloading the correct policy numbers. WHThe setup for the agency number may now be copied to other users. WHDownload data now includes On risk, Renewal & Invoice dates.
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| October |
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| September |
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| August |
6.6.00 (1st August)
Updates in version 6.6.00 released on 1st August 2011
For All users we've added new features to our Document viewer, particularly with regard to the quick upload of documents to the web-link (or "Client Facing Services" module).
For our Life, Pension & Investment customers we’ve included the latest rev 6 version of the standard "Durell" factfind, plus a rev 8 version of our "Planners" one that works in conjunction with our new Financial Planners (extensively documented in the Help screens). Please delete all versions of the "Planners" factfind preceding rev 8, and all versions of the "Durell" one before rev 6. We've also appended the "Planners" factfind to the end of the "Durell" one, to indicate how you may include these particular sections in any factfind you may have developed independently.
For our General Insurance customers we’ve added a large number of new screens and product types, along with improvements to the Claims system and our iprism import facility. We've also added a Brokerage Charge calculator (similar to the existing Discount calculator), along with a facility for pre-setting the answers to new policies, that's particularly useful for pre-populating long commercial policies.
All UsersWHAdded option when copying an address record into another set to also copy linked documents Document Viewer WHDocuments can now be added to Web-link via single click on Document Viewer WHDocuments can now be linked to policies from button on the Document Viewer WHDocument Viewer can now be sorted by clicking column titles WHAdded access right so Document Viewer only displays policy-related docs to authorised users WHAdded three new access rights to control use of Web-link WHAdded option on Aged Debtors report to group by Policyholder WHIn “Accounts / Setup” new user-defined invoice texts now default to upper-case Life, Investment & PensionsWHNew Financial Planning system (that takes data direct from the new factfinds) Factfinds WHAdded rev 8 version of Planners factfind WHAdded rev 6 version of Durell factfind (i.e. revised Durell factfind with Planners rev 8 appended) Investments WHInvestment transactions may now have negative values to track cash fund holdings WHFixed problem re Financial Express funds with ampersands in their fund names General InsuranceWHAdded standard answers (i.e. default values) to auto-populate new policies with standard texts WHAdded calculator for Brokerage Charge on Premium Details screen (via “>” button) WHAdded ability to start new iprism quotes from Policies screen via ZigZag button (Setup / iprism) WHAdded ability to download motor policy data from the ARAG website (Setup / Import ARAG) WHRenewal Checklist can now be run for groups of advisers or leads (as opposed to singly or all) WHBordereau report may now be sequenced by policy holder WHFixed new IPT rate at renewal for Insurecom policies WHAdded option in “Setup / Products” to force own commission rates for Insurecom quotes WHWhen jumping to Claims you now only see those for the current policy holder WHWhen jumping to Claims to start a new one the system defaults to the policy you’ve jumped from WHAdded an option to use an alternative claims screen in Setup / General Insurance WHYou can now start a claim that is not linked to a policy WHAdded new Commercial screens for Property Owners, Single rate, Medical Malpractice, Hauliers transit, Goods in transit WHAdded Commercial product types for Internet traders, Professionals, Restaurants and pubs, Hauliers transit, Intellectual property, Teachers and tutors, Tradesman, Wholesalers WHAdded “Liability limit £” field on Property Owners screen WHFixed “Including” and “Excluding” fields on Goods in Transit screen WHMax number of fleet vehicles, livestock and properties increased from 50 to 100 WHAdded fields for “Date added” and “Date deleted” on all Fleet screens WHAdded a tick-box on Fleet screens to optionally exclude deleted vehicles from Word templates WHAdded Motor product type for Self-Drive Hire WHMax number of named drivers increased to 99 for Private Motor and Commercial Vehicle policies WHAdded “Uninsured loss recovery” field on Commercial Vehicle screen WHAdditional drivers now default to “Infrequent (casual)” instead of “Frequent” WHThe pre-set Excess amounts on Fleet screens may now be manually overridden WHReinstated missing fields on Marine Insurance screens WHAdded new version of the policy bordereau for Marine Insurance WHAdded Household product type for Holiday Home WHContents fields re specified valuables and pedal cycles are now available to Word. WHAdded two new fields for "Limits” on Contents screen WHHousehold policies now have a Previous Payment Regularity field (required by Insurecom for Aviva) WHTravel & Personal Accident fields are now all available to Word WHAdded up to 10 applicants on “Travel & Personal Accident” and “Travel, Business” screens
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| July |
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| June |
6.4.09 (8th June)
Updates in version 6.4.09 released on 8th June 2011
For All users we've added new features to our Outlook add-in, enhanced our optional Web-link (where your clients can log into their own pages from your website) with secure messaging that pops-up on login. We've also improved the accounts system.
For our Life, Pension & Investments customers we’ve added a new optional service at £25+VAT per month for investment valuations via FinExpress fund prices, which is incredibly good value for a no-hassle daily feed, and a "must have" fall-back for contract enquiry failures. This also works on our optional Web-link, where your customers can login to their own pages from your website to view their own valuations. We've also includes the latest (rev 7e) version of our "Planners" fact find that works in conjunction with our new Financial Planners (for which the password = Pl4nner5). This is now extensively documented in the Help screens. Please delete all versions of the "Planners" fact find preceding rev 7e, and all versions of the "Durell" one before rev 5.
For our General Insurance customers we’ve added a large number of new screens and product types, along with a new import facility to download policies taken-up on the iPrism website. Our optional Web-link, where your customers can login to their own pages from your website, now also allows them to re-quote their own renewals. We've also fixed or improved a whole range of other aspects of the system, as itemised below.
All UsersWHThe Outlook Add-in now has an additional search by the second or alternate email address WHThe Outlook Add-in now displays the insurer name in the policy list WHThe Outlook Add-in now initially searches ALL address sets rather than just Individual Clients WHAn Access Right (in Setup / Users) has been added for the Reports button on the main menu WHAn option has been added to Setup / Filepaths to make Word open faster when it includes auto-text WHSecure emails from the optional Durell Web-link now pop-up at log-in WHThe Date Established field has been added to the Setup / Import facility WHThe system now correctly processes adjustments to negative ledger entries for a Cashbook receipt WHThe system no longer allows an item to be posted to the Bank before its Cashbook date Life, Pensions & InvestmentsWHUpdated Durell’s UNIPASS certificates (for use with Canada Life CE) in the \Imw-Data\Certificates folder WHAdded the option (£25+VAT per month) to use Fin Express fund prices when contract enquiries fail WHDurell’s optional Weblink can now use Fin Express for CE failures and now includes Life quotes WHAdded latest version of the Planners fact find (rev 7e) (n.b. please delete all earlier versions) WHMade numerous further improvements to Financial Planners linked to the fact finds WHAdded illustrated Help section regarding the new Financial Planners WHInvestment funds may now be deleted & replaced throughout system (e.g. to change fund names) WHInvestment funds with future dates may now be added to new contracts WHIn the Investment Valuation report the account type policies now have the correct "Valued on" date WHAdded a new icon for the TCF report General Insurance WHAdded new Setup to import clients and policies entered on the www.iPrism.co.uk website WHDurell’s optional Weblink can now re-quote a client’s home and motor policies WHAdded new Commercial Insurance product types for Bond & Warranties, Combined Liability & PI, Public Liability & PI, Liability WHAdded new Other Insurance product type for Business Travel WHAdded new Motor Insurance product type for Private Hire WHAdded new Commercial Insurance screens for Liability, Fidelity Guarantee, Directors & Officers, Computers, Livestock WHAdded new Commercial Insurance screens for Sums Insured, Consequential Loss, Perils, Fleet Drivers, Fleet Vehicles WHAdded new Other Insurance screens for Business Travel, Pets WHAdded new Motor screens for Fleet Drivers, Fleet Vehicles, Private Hire, Caravan WHAdded new Setup / General Insurance option on "Default" tab to "Show Additional Motor Fleet Details" (screens) WHAdded extra fields to the Commercial / Contract Works & Plant screen WHAdded extra fields to the Other Insurance / Person Travel & Accident screen WHAdded field for Boat Name to all marine screens (searchable via Binoculars on Policies screen) WHNamed Drivers now default to Resident instead of Non-resident WHCar registration numbers now prompt correct year (e.g. Y reg now goes to 2001) WHAdded Accounts / Setup signpost button option to re-word the F1, F2 payment methods WHMTAs in the Bordereau report (when sorted by company) now appear under the insurer’s name WHEmail addresses have been added to the Claim contacts WHThe Select insurer / Plan when taking-up re-broked policies now defaults to the previous insurer and plan WHCorrected the error regarding effective time of MTAs, which was missing the leading zero WHFields for “Date Added" and “Date Deleted” have been added to the Motor Traders vehicle list WHThe Cobra report now correctly groups by insurer WHThe “smiley face” settlement indicators in the Cashbook now work correctly for co-insurance purchase invoices WHThe part-time occupations are now being correctly passed to Insurecom WHAdded an alternate claims screen for non-policy related claims (with option to show this screen via Setup / General Insurance)
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| March |
6.2.06 (18th March)
Updates in version 6.2.06 released on 18th March 2011
For All Users we've developed the Statements of Account so it can be given a different title (e.g. "Group Invoices"). Statements can now also be merged, so invoices for different family members can be collated in a single statement.
For our Life, Pensions & Investments customers we've corrected the problem where fund listings and contract enquiries appeared to be duplicating investment contracts that contained top-ups.
For our General Insurance customers we've added the latest vehicle makes and models, plus new data fields in the "Commercial / Contract Works" screen.
All UsersWHStatements of Account can now be re-named (e.g. as "Group Invoices") WHStatements of Account can now be merged (e.g. so invoices for different clients can be sent to a single member of the family) Life, Pensions & InvestmentsWHCorrected the problem where fund listings and contract enquiries appeared to be duplicating investment contracts that contained top-ups General InsuranceWHAdded latest vehicle makes and models WHNew data fields have been added to the "Commercial / Contract Works" screen
6.2.04 (14th March)
Updates in version 6.2.04 released on 14th March 2011
For our Life, Pension & Investments customers we’ve updated the on-line re-valuation (i.e. contract enquiry) system so you can now re-value all of a client’s contracts and policies with just one click. It is important that you read the new Help screen for “Setup / On-line Contract Enquiry”.
For our General Insurance customers we’ve added a new Fleet Motor screen (in both the Commercial and the Motor sections), as well as carrying out a large number of fixes and minor updates.
All UsersWHAdded a “Copy” button on the Subsidiary Companies pop-up to repeat the company name and business activity WHAdded “Trustee of” to the list of titles for new clients (e.g. to create Trustee of John Doe) Life, Pensions & Investments WHRevised the on-line valuation service (i.e. contract enquiry) to work per portfolio instead of just per contract WHImproved the “Setup” for “On-line contract enquiry” to allow ALL set-ups to be copied from one user to another WHFixed the “Funds Held” report which was previously crashing when too many funds were selected WHAdded revised fact find called "Planners (rev 6a)", to use in conjunction with the new Financial Planners (still at Beta Test stage) General Insurance WHThe Insured risk values for household policies now get re-indexed by Insurecom at renewal WHEcclesiastical household renewals are now working reliably through Insurecom WHMTAs with an overall value of zero now post to accounts (e.g. where the insurer’s credit is cancelled by a brokerage charge) WHThe “Motor / Fleet Scheme” screen and “Commercial / Fleet” screen have been updated (with a Signpost option to include extra fields) WHAdded a new product type for “Commercial / Public Liability & PI” WHFixed the Control Report re MTA totals, an extra column to show premiums, and Adviser & Lead commission on MTAs WHThe Percentage of Business report now includes brokerage charges, and the incorrectly displayed MTA premiums have been fixed WHFixed the error regarding Household EDI policies with claims, where the origin of a claim was not being specified WHAfter taking-up a re-broke any claims associated with the old policy are no longer given the new policy's reference WHAuto-lapsed Insurecom renewals now get properly reported (previously the listing was blank) WHOn "Other / Travel" the wording has changed slightly for "Area of travel"
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| February |
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| January |
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| December |
6.1.00 (15th December)
Updates in version 6.1.00 released on 15th December 2010
EMERGENCY HELP OVER THE CHRISTMAS BREAK
As usual Durell will be closed from midday on Friday, 24th December until 9 am on Tuesday, January 4th. If you urgently need technical assistance during this period then please call 07810-753732, but otherwise our normal support service will not be available.
VAT & IPT REMINDER
As per my previous two emails, please remember to change your VAT & IPT rates on January 4th. Please do not do so before this date EXCEPT where you're preparing insurance renewals that will be on risk on or after January 4th.
For All users we’ve added a new Signpost option in the Regular Payments program to update the VAT amounts. This should not be run until January 4th and AFTER you've setup the new 20% rate in your Accounts / Setup screen.
For our Life & Investments customers we’re adding new contract enquiry links to Ascentric, Octopus and SIS Skandia. These companies will automatically appear in your "Setup / Online Contract Enquiry" screen as soon as they've been activated, which should be before January 15th. Please note that if you have previously set-up contract enquiry for Selestia you should now re-do it for SIS Skandia. The procedure, starting from the Main Menu is...
- Click the "Setup" button, then double-click "Insurers (Life)" in the list on the right
- Find your insurer record for SELESTIA (or whatever you've named it)
- Re-name it as SKANDIA INVESTMENT SOLUTIONS and click the "Save" button
- Now also change its code to SIS* and again click the "Save" button
- Exit back to the Setup screen and double-click "Online Contract Enquiry" in the list on the right
- Setup your user name and password for the company called Skandia Investment Solutions
For our General Insurance customers we've added optional new Motor / Fleet screens and a couple of accounting fixes, one of which is for a rare bug that causes your transferable commission to be underestimated. To check if this applies to you, starting from your Main Menu...
- Click the "Reports" button, then the "Accounts" tab, select "List Sales Ledger" and click "Proceed"
- In the "Report Name" enter "Check Suspense"
- Click "Selected Nominals"
- Click and tick the nominal called "G*CS General, Comm (in suspense)"
- Click and clear the tick from "Part-reconciled items"
- Click and clear the tick from "Unreconciled items"
- Leave all other settings as the are and ensure "Fully-reconciled items" is ticked
- Click "OK" twice then check the report.
- If you see any fully-reconciled items still in G*CS then call the Durell Help Desk on 01823 334142 (don't worry - this is not urgent)
All UsersWHNew Signpost button option in Regular Payments to update all VAT values to the rate newly entered in Accounts / Setup WHDiary chase-ups from Client and Policy Notes now include the note's text lines Life, Pensions & InvestmentsWHCorrected the link to "Analytics" where wrong percentages were being displayed WHIn the process of activating new contract enquiry links for Ascentric, Octopus and SIS Skandia (previously Selestia) General InsuranceWHFixed problem of reconciled commission being left in Suspense - G*CS (i.e. not being move to Transferable - G*CT) WHFixed problem of Sales Ledger lines being left with zero values after changes during the Cashbook Reconciliation WHRenewals Checklist can now be listed by a single adviser (i.e. as well as by all advisers) WHAdded optional extra screens for Drivers and Vehicles to "Motor / Fleet Scheme" (activated via "Setup / General Insurance")
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2010
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| November |
6.0.06 (19th November)
Updates in version 6.0.06 released on 19th November 2010
For All users we’ve added new toolbar icons with a more modern look, and a facility for recording the details of subsidiary companies belonging to business clients.
For our General Insurance customers we've added a facility to search Historic policies (i.e. deleted ones) and output their data to Excel and Word. We've also added a Discount Calculator on the Premium screen and made many improvements to the Motor section.
For our Life & Investments customers we’ve added a new Occupation Pension screen and improved the Consultancy Fees one. We've also added Axa Sunlife to our on-line valuation system, and updated the link to Selestia. The Financial Planners running from the factfind are also now available for testing, though in order to do so you'll need to contact the Help Desk on 01823 334142.
All UsersWHAdded new-look toolbar buttons WHAdded a button for details of Subsidiary Companies belonging to Business Clients WHAdded “Time spent” field on Client & Policy Notes screen WHThe routine to print statements in bulk has been fixed WHThe “Auto-Find” in the Document Viewer no long fails if it’s unable to create a client’s folder WHThe accounts Spreadsheet now works correctly for Projected Values WHThe accounts “List Ledger” reports may now be sequenced by date and nominal account WHAdded a “Refresh display” button to the toolbar in the Diary WHFixed the problem with the Diary not opening in Windows Server 2008 R2 (caused by Microsoft's Data Execution Prevention) WHFixed the problem with the scrolling view of clients causing a system crashe on very high resolution screens WHAdded tick-box option to show VAT on printed Statements of Account Life, Pensions & InvestmentsWHAdded a new screen for occupational pensions WHContract enquiry for online valuations no longer updates sold or switch-out funds WHCommission sacrifice can now be set to a percentage when posting commission to the accounts WHCommission clawback now works correctly when it’s based on a percentage of the annual premium WHImproved the Consultancy Fees screen (without compliance dates) WHContract enquiry for online valuations now available with AXA Sunlife WHContract enquiry with Selestia updated according to their new requirements WHWhere transactions are deleted before a CE, the premium is now used as the original purchase value General InsuranceWHHistoric policies now available on the Policies screen via “Signpost / Display / Show historic policies” WHHistoric policy data can be accessed in full via export to Excel or Word WHDiscount calculator added on Premium screen (via “>” button next to “Discount %” field) WHMTA or renewal now copies compliance WHRenewal Checklist can now be selected by adviser and/or introducer WHAdded a “Nett Premium paid to Insurer” field on the “MTA History” pop-up WHEndorsements may optionally be added to initial Motor screen, with setup via “Signpost” button WHSignpost button option added to Motor policies to allow extra types of “Drivers” to be created WHGreen Card Reference No added to initial Motor screen, with setup via “Setup / Policy & claim nos” WHWord data fields added for driver accidents, convictions, medical conditions and qualifications WHNew commercial insurance types added for “Combined Liability & PI” and “Bond and Warranties” WHNew commercial insurance screen added for “Bond and Warranties” WHFields on “Liability and Wages” and “Contract Works / Plant” screens can now accept characters WHAdded field for “Number of Bathrooms” to household policies WHFixed problem with Aviva EDI renewals (caused by Aviva changing some scheme numbers) WHMade the copying of compliance dates at renewal optional (via Setup / General Insurance / Retain compliance...) WHCopied compliance dates at renewal now exclude Settlement Received and the Posted date WHAdded the latest list of car makes and models from Insurecom WHA fix for general insurance brokers transferring commission for leads and advisers, which was coming through negative SpecialWHReport added to NHFA MI Suite screen for “Commission & Fee Receipts and Pay-aways” (NHFA) WH A new "Binoculars" button search in Policies by "Boat name", which will be good for Sturge, Velos & GH Insurance WHA fix for jumping between address sets, which will solve Sturge's problems with their use of a Vessels address book WHThe addition of the Aviva credit check question for household policies, which will help Park Hall get better rates WHA new option to show compliance dates for Fees (they were on, then off, but are now optional), for SFIA
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| October |
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| September |
5.9.10 (14th September)
Updates in version 5.9.10 released on 14th September 2010
All UsersWHIn Accounts / Setup added signpost option to re-assign policies to a different account set WHIn prospects, etc, the Record / Move or Copy facility now optionally copies all mail shot fields WHIn statements added tick-box option to display policyholder on the printed report WHThe Document Viewer “Auto-find” button now adds files at their original file date WHThe Complaints reports are working again WHAdded a “Refresh” button on the Diary toolbar to update appointments WHNominal Ledger Transaction Trail (single entry to Excel) now has correct Debit & Credit values WHUpdated the icons on the toolbar GeneralWHIn Marine policies cruising parameters are now back in a dropdown, but of a very long length WHAll commercial screen data fields are now correctly passed to Word WHOn second page of Claims (via Edit button) phone and fax numbers now appear for contacts WHThe Percentage of Business report for General Insurers now includes lead’s commission based on percentage of the premium WHIn Private Motor added a Green Card counter with Setup facility for setting and incrementing numbers WHOn all Premium screens added a discount calculator WHOn the Policies screen added a new search by Vehicle Registration Life & InvestmentsWHCompliance Daybook and Policy KPI reports now both based on “Compliance checks” date WHAdded new screen for Occupational Pensions WHContract Enquiry no longer re-values sold or switched-out funds WHAdded an option for setting a contract’s initial value after a contract enquiry WHFixed the cash fund re contract enquiry with the Avalon wrap
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| August |
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| July |
5.9.0 (12th July)
Updates in version 5.9.0 released on 12th July 2010
For All users we’ve added new icons with a more modern look, more user-access rights, and a much improved web-link facility (to display policies, client details, valuations and fact finds from your own website).
For our General Insurance customers we've improved the Motor quotes screen so you can now manually enter the proposer (or risk) address, as opposed to having it default to the client's address. In a similar way we've also updated the Household quotes so you can now send the "Different Contact Address" to Insurecom instead of it using the client's address as the postal one.
For our Life & Investments customers we’ve updated the Valuations reports, which can now be printed with a header page and with user-definable colour banners, etc. Should you wish to stay with the old layouts they've been retained too. We've also updated the "Durell" and the "Full" fact find layouts to rev 5. Please delete all previous versions of these unless you've edited them to create your own. Our link to Webline (life quotes) and Analytics (investment analysis) have also been improved.
All UsersWHNew icons on all Main Menus (with background and border options via Setup / Main Menu) WHAdded Access Rights to control Switching Account Sets WHNew option in Setup / Filepaths allows multiple pdf files to be opened if using Foxit pdf reader WHAged Debtors report has new option to group totals by adviser WHImproved Web-link report now shows all changes rather than just conflicting ones WHNew Setup / Client Notes option to pre-populate Date, Time & Complete-by in new notes WHAuto find button in Document Viewer now excludes PPThumb and Maxdesk files WHFixed occasional crashes when scrolling through an address set WHAdded option when printing diary memos to only include complete or incomplete ones WHChanged default setting so diary amendments are automatically applied to multiple users WHFixed mailshot selection by Activity of Business (only applies to Business Clients) WHAdded a new single account Nominal Transaction Listing in Excel (i.e. not double-entry) WHAdded access rights to the TCF button WHFixed the access right to the Web-link report (which was previously doing nothing) WHNew client and valuation screens for web-link (which displays client data via your website) WHAdded a password to the web-link setup to prevent users corrupting their installation WHAdded access rights to use of the Auto find button in the Document Viewer Life & InvestmentsWHAdded new Valuations report with improved layout, extra options and coloured banners WHAdded revised fact finds “Full Fact Find (rev 5)”, “Durell (rev 5)” and “Planners Only (rev 5)” WHFact finds can now have headers, footers and automatic page numbers WHAdded product “Film scheme” to investments like a “Non-unitised plan” WHAdded products “Pension, Transfer stakeholder” and “Pension, Transfer group scheme” WHAdded access rights to the TCF button WHNow keeps to the same inv type when finding funds during CE matching WHPost Monthly Commission now starts renewal period correctly when there’s no initial period WHFixed link to Analytics WHWebline quotes now include products with Guaranteed Rates as well as Reviewable Rates WHPost Monthly Commission for advisers routine now correctly shows in Cashbook whether the policy commission has been received from the insurer WHAdded option to show premium on the Cashbook Remittance report for Financial Adviser General InsuranceWHAdded product “Other / Combined personal lines” WHChanged the General Insurer Remittance to show On-risk date instead of inv date WHAdded latest makes and models of vehicles WHMarine screen field for “Cruising Parameters” changed to a free format comments one WHAdded option to adjust the Proposer’s Address on Motor quotes WHAdded new all risk and liability options for Photographic policies WHAdded option to send the “Different Contact Address” to Insurecom as the postal address instead of the client’s address WHWhen MTAs are posted the policy flag reverts to an “envelope” symbol until the MTA is paid SpecialWHNHFA - HSBC Allocations report developed, Enquiries report has been fixed, League Table reports by adviser and sales manager have been activated, and Life reports now show premium for investment accounts WHChurchills - pre-populate group personal pensions and generate spreadsheet
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| June |
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| May |
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| April |
5.88 (13th April)
Updates in version 5.88 released on 13th April 2010
For All users we’ve added the option of using the third-party paperless office systems from Docuware and Invu. In Durell's own Document Viewer we've added a new “Auto find” button that automatically finds and links all documents in the current client’s folder and sub-folders. There are also new reports to print individual diary appointments, and to list the journals in the accounts.
For our General Insurance customers we have completed the Aviva credit check but are still waiting for it to go live. To quote Insurecom "The next stage is for Aviva to put rules in place so that Durell brokers are pushed towards the new Aviva Powerpoint Plus scheme. Once this is done Aviva will activate Durell brokers for the new scheme. There will be a lead time for Aviva to make the changes to their products." Be assured there will be absolutely no delay on the part of Durell. The marine screens have also been enhanced.
For our Life & Investments customers we’ve added a range of new mortgage types, complete with compliance dates and reporting, along with a new contract enquiry with Avalon for on-line valuations.
All UsersWHAdded an auto-find button to the Document Viewer to automatically link docs in the current folder and sub-folder WHDurell's Document Viewer can now link to files stored in both Invu and Docuware WHAdded a "Close" button to the Document Viewer WHAdded ability to print the current diary appointment WHAdded a report to print Journal Entries in the accounts WHThe Cashbook now displays associated postings for the current policy (e.g. to match introducer pay-away to policy invoice) WHClient and policy notes can now be selected by introducer WHFixed the Standard Remittance in the Cashbook, which now shows the invoice number WHStatements of account done per policyholder can now exclude purchase items WHAdviser Commission report now has "Net of VAT" column (for VAT registered users) WHThe Notes field on the Insurer Details screen is now available to Word templates General InsuranceWHOn hold - Credit check option to the Insurecom link, which may result in more competitive Aviva quotes WHInsurecom “Renewal Amend Risk” for household EDI policies now works correctly (i.e. no longer acts like a re-broke) WHAdded new Bordereau spreadsheet report that includes adviser commission WHMarine screens now include fields with decimal places and “copy” buttons for the motors WHThe Sales Ledger retrospective listing of transferable commission has been fixed WHThe “On this policy” field has been added to the Insurecom Quotation Details report WHAdded Species of Tall Tree (near the home) to Household screens Life & InvestmentsWHAdded new mortgage types for Repayment, Equity release, Part interest and part repayment, Capital repayment, and Interest only WHAll investment top-ups are now included in the Compliance Daybook report WHOn-line valuations via contract enquiry are now available for Avalon WHThe Post Monthly Commission routine now posts previously un-posted single premium policies SpecialWHFixed RWL & Monthly Report for Churchills International
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| March |
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| February |
5.72 (23rd February)
Updates in version 5.72 released on 23rd February 2010
Life & Investments - Financial Express
Durell is currently negotiating with Financial Express regarding the cost of a fund price feed to Durell members. A single feed via Durell would be cheaper than individual feeds, which currently cost around £50 per month each. Depending on the number of subscribers we might be able to offer this for around half that price. If you are interested, please email me indicating what would be your preferred figure and you maximum figure for this service. The benefits are (1) to keep your list of all funds and their prices up to date, and (2) to allow you to compare fund performances via graphs. Although it also allows you to revalue using the current price (as described above) it cannot tell you the current number of units, for which you would still need either to phone the investment company or use on-line Contract Enquiry.
General Insurance - Accounting Developments
Your Durell program should soon be able to produce an RMAR report (using the accruals method) in the layout suggested by the FSA in its "Guide to Client Money for General Insurance Intermediaries". Our ultimate aim is to print this report for you with all figures filled-in, though for now I'm afraid you'll still have to extract the figures from a number of separate reports (see below).
To this end we recently developed the Sales Ledger Listing report to be able to show figures as they were on a given date (e.g. a previous year end, or period end), i.e. it will now show what commission was in suspense, transferable or earned at any historic date. The Sales and Purchase Ledger Listing reports are also particularly useful for auditors trying to ascertain all the individual transactions that make up the year end totals in the Trial Balance.
You can already get listings for your Debtor and Creditor Controls at an historic date (via the Reports button on the Main Menu, then the Accounts tab). However until this release it was difficult to get a listing of just your Finance Sources, such as Premium Credit, Close Brothers, etc. This update creates a new address set specifically for Finance Sources, and automatically moves your existing finance source records (as specified by your F1 to F5 posting methods) into it, so they can be now be listed separately on the Aged Debtor report.
In forthcoming updates we'll be adding further developments to identify and report on (1) cleared and un-cleared money in the bank account (i.e. via "ticked" entries) and (2) co-mingled commission types (i.e. for brokers having both risk transfer and non-risk transfer agencies). Once all these items are in place we should then be able to produce automatic RMAR reports suitable for most brokers.
All UsersWHInvoice numbers can no longer be edited WHComments at the bottom of statements have been increased from one to two lines WHThe "Notes" field for advisers is now passed to Word, where it may be used to sign-off letters (e.g. with the adviser's name, title, qualifications, etc) General Insurance WHAdded new screens for product types "Other / Marine, Yacht & Boat" and "Other / Marine, Commercial". All old data is retained and the new fields may be passed to Word for inclusion in marine policy schedules
5.69 (9th February)
Updates in version 5.69 released on 9th February 2010
Life & Investments - Financial Express
Durell is currently negotiating with Financial Express regarding the cost of a fund price feed to Durell members. A single feed via Durell would be cheaper than individual feeds, which currently cost around £50 per month each. Depending on the number of subscribers we might be able to offer this for around half that price. If you are interested, please email me indicating what would be your preferred figure and you maximum figure for this service. The benefits are (1) to keep your list of all funds and their prices up to date, and (2) to allow you to compare fund performances via graphs. Although it also allows you to revalue using the current price (as described above) it cannot tell you the current number of units, for which you would still need either to phone the investment company or use on-line Contract Enquiry.
General Insurance - Accounting Developments
Your Durell program should soon be able to produce an RMAR report (using the accruals method) in the layout suggested by the FSA in its "Guide to Client Money for General Insurance Intermediaries". Our ultimate aim is to print this report for you with all figures filled-in, though for now I'm afraid you'll still have to extract the figures from a number of separate reports (see below).
To this end we recently developed the Sales Ledger Listing report to be able to show figures as they were on a given date (e.g. a previous year end, or period end), i.e. it will now show what commission was in suspense, transferable or earned at any historic date. The Sales and Purchase Ledger Listing reports are also particularly useful for auditors trying to ascertain all the individual transactions that make up the year end totals in the Trial Balance.
You can already get listings for your Debtor and Creditor Controls at an historic date (via the Reports button on the Main Menu, then the Accounts tab). However until this release it was difficult to get a listing of just your Finance Sources, such as Premium Credit, Close Brothers, etc. This update creates a new address set specifically for Finance Sources, and automatically moves your existing finance source records (as specified by your F1 to F5 posting methods) into it, so they can be now be listed separately on the Aged Debtor report.
In forthcoming updates we'll be adding further developments to identify and report on (1) cleared and un-cleared money in the bank account (i.e. via "ticked" entries) and (2) co-mingled commission types (i.e. for brokers having both risk transfer and non-risk transfer agencies). Once all these items are in place we should then be able to produce automatic RMAR reports suitable for most brokers.
All UsersWHInvoice data fields are now available for use in Word templates (i.e. so you can create your own invoices for fees, policies, instalments and adjustments) WHSome example invoice templates have been included, which you can tailor by adding your own style, logo, etc WHAccounts statements can now be produced by Policyholder as well as by Name (useful where the policy is paid via 3rd party finance) WHLines you don't want to appear on a statement can now be temporarily "deleted" (though they'll re-appear each time you re-click "Display") WHFree format notes can now be added at the bottom of statements (e.g. "Make cheques payable to....") WHWhen reconciling payments and receipts in the Cashbook you can now enter the Reason why an invoice was adjusted WHA new "Invoice Adjustments Log" report is available (via the Reports button on the Main Menu, then the Accounts tab) WHThe Personal Record report for Business Clients now displays the correct phone numbers General InsuranceWHAdded extra decimal places for the NCD% and IPT % (so that if you enter amounts instead of percentages the figures remain in alignment) WHFixed the report for "Net Premiums Not Received" WHAdded a new address set for Finance Sources (e.g. Close Brothers) so they can be listed separately in the Aged Debtors Report Life & InvestmentsWHTo re-value "on the fly" you can now double-click a fund on a policy's Funds screen, clear the Current figures for Unit price and Value, then click the "=" button. The system will now automatically retrieve the most recent price and its date from your funds (n.b. possibly updated via a data feed from Financial Express) and re-calc the total value.
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| January |
5.67 (22th January)
Updates in version 5.67 released on 22th January 2010
All UsersWHLedger Listing Report will now list all items in one or more nominal accounts at a date so it can be used to itemise the Trial Balance, Profit & Loss report, etc. It now also includes totals for each nominal at the end. WHThe Setup Nominal Accounts screen now has a scrolling view with a green binoculars search function. WHThe Regular Payments & Retainers program now has a standard green binoculars search function. WHThe Complaints program now has a standard green binoculars search function. WHSafeguards have been added to the “Re-locate Documents” routine, so it should now be impossible for documents to get lost during this procedure. General InsuranceWHMotorcyclist can now get quotes from age 16 (previously limited to age 17). WHOn Compliance Daybook report the field for “Settlement received”.
On Compliance Daybook report the field for “Settlement received”. WHAdded the latest car makes and models. Life & InvestmentsWHThe link to Analytics for investment portfolio analysis now sends the correct number of units where one fund appears in a number of different contracts. WHThe link to Analytics for investment portfolio analysis now sends the number of units where one fund appears in a number of different contracts. WHFunds Held report now correctly shows funds selected via “Only show funds names starting with...” WH“Revalue All Client Portfolios” now correctly re-values clients with non-unitised funds. WHWhen running the “Post Monthly Commission” (to post drip and renewal commissions) there is now a “File / Print” option on the “Life Commissions” screen to print a list of the postings.
5.64 (4th January)
Updates in version 5.64 released on 4th January 2010
A major new development in this release is the revised Document Viewer, which now stores both documents and scanned images in client folders in a new overall folder called DOCUMENTS (i.e. that replaces DOCS and SCANS). Please refer to our Help section Set-up, File Paths and in particular to Set-up, Client Document Folders. As explained in this Help, you may alternatively keep all of your client folders as they are in SCANS, and simply move your documents into them. To do so, immediately after the update reset the default document directory to your old scans one, and tick the option to set it for all users. Then when you use the "Manage Doc Folders" button to re-locate your existing linked documents clear all the ticks relating to scans (i.e. leave the scans unchanged). If in doubt please phone our Help Desk on 01823-334142 before starting.
Another new development is that you can now easily switch between Account Sets, so for example, you can now post some policies in Euros while posting others in Sterling or Dollars.
The setting-up of access rights in the "Set-up Users" program has also been much improved, with the addition of context sensitive help and a new print option.
For all customers the "Regular Payments & Retainers" program now has a new user-definable scrolling view, while a Commission Refund facility (i.e. against fees and retainers) has been added for IFA users.
All UsersWHThe Document Viewer now stores all files in client folders within a single new folder called “Documents”. Existing images, emails and letters can either be left in “Scans” and “Docs”, or moved to the new combined one. WHRegular Payments and Retainers now has a VAT calculator, a facility to print a list of all regular payments, an option to re-set the “Last Posted” date, and a new Scrolling View. WHSetup Access Rights now includes context sensitive help for each individual right. There is also a new facility to print each user’s details showing all of their rights. WHThe Main Menu now displays Durell’s sales and support telephone numbers WHThe mail shot selectors for “Occupation” and “Business Activity” now accept values in upper and lower case. WHOn the screen for Sales Commission pay-aways the "No renewal commission for advisers" tick-box is now subject to an access right (and ditto for the introducer one). WHThe date for the Auto-Reconcile facility in the Sales Ledger (“Pile-of-Money” toolbar icon) now defaults to the current date instead of the invoice date. WHThe Setup Filepaths utility now automatically locates your version of Word. WHThe Web-link setup now has an option to print details of all currently selected records WH It is now possible to change account set from the Accounts menu, without having to log-out. Moreover individual policies can be posted to different account sets (e.g. depending on whether they are in Euros, Sterling or Dollars, etc) General InsuranceWHThe insurer charge and insurer VAT fields on the General Insurance Premium screen can now hold negative values (i.e. to reflect insurer discounts other than NCDs) WHThe reference number of Renewal Amend Risk InsureCom policies can no longer be edited as InsureCom have complained that this causes problems with certain insurers. WHA fix has been implemented to ensure all users have the same compliance dates and thus allow consistent reporting. Investments, Life & PensionsWHThe fact find “View” button now displays a read-only version. To create or update a fact find you must use the “Revise” button, which now allows fact finds to continue being changed for a user-definable period (e.g. up to 7 days). WHA new option has been added when posting commission for life, pensions, savings & investments to create a Sales Credit for the policy holder to contra against fees (which would be invoiced separately). WH“Transfer of agency” has been added to the policy dropdown for “Source of business” WHThe on-line valuation option to print the list of downloaded funds no longer omits the final fund, and hence now displays the correct total value. WHThree new product types have been added to Savings & Investments...“Life settlement”, “Account, structured for growth” and “Account, structured for income”. WHTwo new product types have been added to Pensions...“Occupational Money Purchase Pension” and “Occupational Final Salary Scheme”. WHThe usable fact find screen width has been increased from 580 to 650 pixels so that fields set to 100% wide fit an A4 page exactly. Also a Page Break item has been added to control the printed layout, and text may now be entered in paragraphs rather than a line at a time. WHThe fact find setup tool has been divided into a number of tabbed screens, with new facilities for fast preview, automatic backup and style changer.
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| December |
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2009
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| November |
5.59 (4th November)
Updates in version 5.59 released on 4th November 2009
For all customers this update includes a new optional link to Webline for life protection business, much of which is unregulated. Provided your business takes-up 36 such
policies per year through Webline this service will be FREE - but if less than 36 then it'll cost £120+VAT pa (which is still cheaper than The Exchange). For more information
double-click the following... Webline set-up and Webline usage. Note that taking-up 36 policies per year is different from taking-up 36 policies through Webline, and only
the latter will result in free Webline usage.
Another very useful new facility is the option to remove expired, matured or similarly "dead" policies from the scrolling view of all policies. In reality they're just
temporarily hidden - but this makes the display much clearer. For more information double-click... Policies, Scrolling View
For our General Insurance customers we've added a new credit-check routine (via Insurecom), which when accepted may result in a lower quote from Aviva, who are also
offering 2.5% extra commission until next February 1st on their new Personal Best product (previously Powerpoint). Finally they are also introducing their own new premium
credit facility. Although all these facilities have been developed technically in Durell, they will only come into effect when Aviva switch them on. Household EDI renewals
should also now be running smoothly.
For our Life & Investment customers we've substantially improved the Funds Held report, and added a new link to Analytics (available from Financial Express) for the
sophisticated analysis of investment portfolios. We've also completed the programming of four new planners that will run directly from the fact find routine
(you may notice their icons on the Factfind Menu), but are delaying their release for a few weeks, until matching fact finds are available to drive them.
All Users WHAdded new facility for (mainly unregulated) life protection quotes and on-line take-up via Webline WHSelected policies (e.g. all expired) can now be hidden in the scrolling view (via policy stage) WHSelected products (e.g. Mini ISAs) can now be made unavailable when creating new policies WHAdded option in Ledger Listing to repeat header of multi-line invoices (improves export to Excel) WHEmails and all documents at last are all correctly sequenced by date & time WHEmails with very long subject lines now get truncated so they can appear in the Doc Viewer WHAdded a new website field on the Suppliers screen WHFixed the Diary when repeating appointments for multiple contacts WHIndividual Clients can automatically be added to the web-link if their associated Business Client is set-up accordingly Life & InvestmentsWHFunds Held report can now be searched by fund type and sector WHFunds Held report can now be set to just a mailshot selection of clients WHAdded link to Analytics for the sophisticated analysis of investment funds WHThe “Alternative Valuation” report can now value all clients or a mailshot selection WH Non-unitised investment policies with transaction lines now get correctly re-valued WHThe Fact Find “Standard Answers” button now protected by access right for “Factfind Setup” WHThe Fact Find setup is now more reliable General Insurance WHAdded credit check option to Insurecom link, which may result in more competitive Aviva quotes WHAdded new link to Aviva to allow 2.5% extra commission for 3 months re new Personal Best pols with Aviva premium credit WHAdded two new screens for Drivers and Vehicles in Commercial Fleet policies WHAdded the latest (October 2009) list of vehicle makes & models WHInsurecom EDI Household Renewals now fully functioning WHFixed the Insurecom download of documents for MMA WHAdded new product type “Other / Key Cover” WHImproved the Control Report (was missing Marine policies and now defaults to policy figures) WHWeb-link setup now available in Durell’s General Broker (to display info on your website) SpecialWHNew Bordereau for BIB WHMonthly Report and RWL fixed, plus new joiners get auto added to web-link for Churchills WHNew factfind for Medical Life
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| October |
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| September |
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| August |
5.45 (11th August)
Updates in version 5.45 released on 11th August 2009
For all customers this update includes improvements to the diary (e.g. appointments for multiple contacts can be created for multiple users), the accounts reports and the Document Viewer (e.g. which now correctly sequences emails).
For our General Insurance customers we've added a new Gross Written Premium report, which should be particularly helpful to Cobra Network members (click: Reports, General, Gross Written Premiums (CSV) ). The Commercial screens can now be sequenced as well as selected per product type (click: General, Set-up Defaults & Commercial Insurance Screens ), and a new facility has been added whereby you can create default policies with all standard data pre-populated (click: General, Set-up Default Policy Data ).
For our Life & Investment customers we've added a new Investment Transactions report, which for example, can be used to help with Capital Gains Tax calculations (click: Reports, Life, Investment Transaction Trail ). We've also added a facility for recording SCC clients e.g. elderly ones under someone with power of attorney (click: Clients, SCC (Special Category Clients) ).
We've already completed new planners for Lifetime Cash Flow, Life Cover and Inheritance Tax, which all run directly from data entered in the Fact Finds. We've decided to hold these back till later in August, at which time we hope to release them with two further planners for Pensions and Mortgage Repayments. By then we hope to also have available extensive on-line Help and some purpose-made Fact Finds, which will be specifically focused on the different topics.
Life & InvestmentsWHAdded a new report (Reports / Life tab) to list investment transactions (e.g. to calc a client's CGT) WHAdded ability to record details of SCC (Special Category of Client) clients with associated report WHContract enquiry setup is now per user, not per company (required by UNIPASS) WHWhen you add an ISA the system warns if the client already has one in the same tax year WHIt is now possible to post commission from an investment switch WHReports for Pipeline, Proposed, Submitted, Issued & Commission Received now have..
one new option to show commission totals for all advisers and leads
another new option to select policies via advisers or leads on the commission screen WHWhere a policy has a name in “Also in factfind for” it may also appear in that client’s factfind General InsuranceWHAdded a new Gross Written Premium report (useful for for Cobra members) WHWhen policies are deleted you may now either discard them or pass them to the History file (for reports) WHThree extra fields added on the Commercial / Liability & Wages screen WHCommercial screens can now be sequenced (via Setup / General Insurance / Commercial) WHYou can now pre-populate policies with default data (via Policies Screen / Signpost / Policies) WHExtra professions have been added to the list on the Commercial / PI screen WHSetup option added to allow MTAs to be created in 1 hour's time rather than at 1 am tomorrow WHPipeline Report now has...
one new option to show commission totals for all advisers and leads
another new option to select policies via advisers or leads on the commission screen WHInsurecom now reports the source of business (required by Insurecom) as website or local WHThe “Awaiting” dates are now available for quotes and re-brokes WHQuotes based on existing policies may now optionally have the dates passed to them WHOption added on Bordereau to exclude not-posted policies WHLong company names no longer cause the Bordereau report to fail All UsersWHThe Doc Viewer now saves emails by date and time, so they appear in the right order WHYou can now enter address lines up to 50 characters long (first 40 chars displayed) WHAdded Email buttons on the Doc Viewer (for the two email addresses) WHAdded an option to delete the original file when deleting links from the Doc Viewer WHNew Diary entries can now be repeated periodically (e.g. every 30 days) or on a given day of the month WHNew Diary entries can now be replicated for multiple contacts as well as multiple users WHYou can now right-click policies to add a note that appears bottom left of the Policies screen WH The Statements program now has a signpost button option to add comments WHThe Aged Debtors report (with ledger detail) now shows policyholder as well as policy number WHThe Ledger Listing report can now include the text descriptions of multiple-line invoices SpecialWH Churchills : bespoke RW letter modified WHHomecall : auto-pass addresses to Boiler Service address set checked, but found fix not required WHGB Financial - option added to change WOL policies into pensions WHNHFA : new prospects now have adviser’s email & phone passed to Other phone 1 and 2 WHNHFA : Remittance csv file for HSBC now has no quotes, spaces instead of zeros, correct line count, & 20 char pols WHNHFA : Added SCC details and report
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| July |
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| May |
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| April |
5.40 (27th April)
Updates in version 5.40 released on 27th April 2009
For all customers this update includes an entirely new facility for sending and receiving SMS text messages direct from your Durell client records (for details click " Durell Manual / Set-up, SMS Text Messaging "). We've also improved the diary regarding multi-user actions.
For our Life & Investment customers we've added Axa to our list of companies for on-line valuations, and also a number of options to significantly improve the on-line valuation process (for details click " Durell Manual / On-line, Faster Valuations ").
For our General Insurance customers we've added a new Policy Trail report to show clients their policies and MTAs along with premium details. We've added options to the main reports so that net premiums can be displayed on an equal footing (e.g. before or after IPT - for details click " Durell Manual / Reports, General, Getting Consistent Figures " for details), and we've also added a number of new additions to the Commercial screens.
Life & InvestmentsWHOptions added for faster on-line valuations which can now...
- clear all of a contract's existing fund transactions before updating
- remember and automatically re-match the downloaded fund names
- pass all new prices to the Fund history file for subsequent graphs, etc
- total and print downloaded values without having to pass them to the policy
- use a new "Basic" valuation which doesn't require a full transaction history WHSubmitted, Written & Pipeline reports now have an option to show all advisers or main one WHOn-line valuations are now possible with Axa WHOn-line valuations now work where the name on your UNIPASS includes an ampersand WHA new fact find is available for members of the Financial Ltd network WHThe fact find can now incorporate details from up to 15 policies (previously 9) General InsuranceWHBordereau, Percentage of Business and Control reports now display same premium values WHAdded new Policy Trail report (per client) to list all policies and MTAs with premium details WHAdded the latest list of vehicles and other ABI codes WHAdded new Commercial Insurance screens for...
- Contract Works / Plant
- Claims Experience
- Liability and Wages
- Perils and Clauses
- Security and Protection
- Behavioural Conditions
- Sums Insured and Liability
- Turnover and Wageroll WHMade Commercial screen for "Declinations and Warranties" more user-definable WHAdded new fields on Commercial screens for "Trade & Cover Details" and "Main Premises" WHAdded new product types for...
- Commercial / Traders Combined
- Commercial / Contractors Combined
- Commercial / Contractors Plant
- Commercial / Property Owners
- Commercial / Engineering Inspection
- Commercial / Fleet
- Other / Road Risks WHAdded "On this policy" field on motor MTAs to indicate claims were made against this policy not another All UsersWHAdded a new facility to send and receive SMS texts (like on mobile phones) WHNew diary entries can now be forwarded to other users WHChanges to a diary entry made for multiple users can now be applied to all of them WHDiary entries can now be repeated for multiple contacts SpecialWHCreated automatic reason why letter for Churchills WHCreated Net Worth Statement for Platinum
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| March |
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| February |
5.30 (17th February)
Updates in version 5.30 released on 17th February 2009
Life & InvestmentsWHAdded Word templates for the Durell Factfind (rev 3) and the New Mortgage Factfind WHAdded button to print the results of an on-line valuation immediately after the download WHAdded tick-box on investments to identify cases under Court of Protection Deputyship WHImproved the link to Trigold Prospector for mortgage quotes (and added setup for file path) WHAdded new version of the Durell fact find (rev 3) that now loads data from policies General InsuranceWHThe default Renewal Date is now one year in the future instead of today WHCompliance date for "Posted to accounts" is now set by the system and is thus read only WHRe-instated Docs in and Docs out dates in "Awaiting" pop-up for Commercial insurance WHAdded option on Bordereau report to display either Gross or Nett Premium after NCD WHAdded new Help section re "Verify Client Bank Account" All UsersWHAdded new Help section for "TCF" WHDoc Viewer can now find Excel 2007 files, type xlsx [Word 2007 was already supported] SpecialWHAdded HSBC reconciled commission csv file (Columbus project) WHCorrected totals in the Sales Analysis report for the NHFA WHAdjusted the Fees and Monthly Report regarding colours, fonts & lines (Churchills)
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| January |
5.26 (29th January)
Updates in version 5.26 released on 29th January 2009
Life & InvestmentsWHRe-instated ability to post life policies to the accounts WHAdded Durell Rev2 fact find to replace Durell Rev1 (please delete earlier versions) General InsuranceWHImproved stability of Bordereaux report, that crashed with certain selections WHRe-instated ability to take-up Household policies WHCancellation of Household policy via EDI now works WHMotor Trader renewals now bring forward driver & vehicle details All UsersWHRe-instated link to Excel 2000 WHPrevent update failure caused by the Diary program staying active
5.25 (27th January)
Updates in version 5.25 released on 27th January 2009
Life & InvestmentsWHContract enquiry now available with Canada Life for on-line valuations WHNew Help section added re Setup Contract Enquiry (important for Canada Life) WHAdded notes for setting-up contract enquiry with Clerical Medical WH“Policy” buttons on the new fact find will now copy policy details into the fact find WHMade various improvements to the new Durell fact find, now called Durell (rev 1) WHPipeline and similar reports now show adviser initials even if the adviser gets no commission WHFactfind data fields for multiple clients (mailshot selection) may now be sent to Word or Excel General InsuranceWHAdded new compliance system with “Awaiting” field & Compliance Daybook report WHNew Help re General Insurance Compliance Dates (Awaiting) WHAdded historic data to the Bordereaux & Control Report WHHousehold data field for “Total Amount of Valuable Items” can now be manually over-ridden WHAdded a Help button to explain Valuable Items in Household policies WHThe premium for Household MTAs now gets correctly passed to the Durell Premium screen WHAdded a field for Hazardous Goods on the Commercial Vehicles policy screen WHCertificates for CV policies can now show Address Line 1 or 2 as owner of policy WHIf you jump to Claims from one client's policies you now only see that client's claims WHAdded a new product type called “Other / Breakdown Cover” for AA & RAC policies, etc WHThe Renewal Checklist now automatically includes stage "Active, invite received" WHInsurecom Quote Details for taken-up quotes are now auto-saved in the Doc Viewer WHInsurecom Quote Details for other quotes now have to be saved manually via a Save button WHInsurecom Quote Details for household now includes info about valuables & flat roof area WHInsurecom List of Quotes now has to be saved manually via a Save button All UsersWHWeb-link report now pops-up automatically when a new client or proposal is added WHFixed problem where new diary entries would hang if they had no start and end times WHCashbook now adjusts adviser commission in proportion to changed insurer commission WHFixed Fee Timer when creating timed entries in the diary WHPowerPoint documents may now be linked to the Document Viewer WHAdded a button to automatically set the End Time for client and policy notes WHAll of the Compliance Dates (also called Awaiting) may now be passed to Word documents WHTCF report now optionally shows total time spent per client WHTCF report now includes complaint details WHNew Help added re TCF report (n.b. how to add Claims Notes) WHPolicy docs & scans no longer get lost when passing policies from one client to another WHTo avoid licensing problems the Copy User in Setup / User no longer copies Insurecom setup SpecialWHWeb-based quotes for commercial vehicles now include the Hazardous Goods field WHGeneral Insurance commission defaults can now be passed to existing policies (Homecall) WHFixed “First Cont Date” in Monthly Payroll report (Churchills) WHMultiple lines can now be selected for Fee Notes (Churchills)
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| December |
5.19 (9th December)
Updates in version 5.19 released on 9th December 2008
Life & InvestmentsWHAdded a new “Durell” fact find (independently designed by the Durell User Group) WHAdded a warning in the Cashbook when paying advisers for non-compliant policies WHAdded option to clear old Monthly Commission transactions without posting them WHReports such as Issued Business now show multiple advisers instead of just the main one WHFixed the KPI report, which was not including Terminated policies correctly WHOn the Funds screen of investment policies the funds may now be sorted by Date General InsuranceWHFixed incorrect premiums for Provident renewals WHAdded latest list of Insurecom makes & models All UsersWHAdded a TCF report to show earnings versus the work done for a customer WHAdded a range of new options to Setup / Fee timers, including the VAT rate WHYou may now specify the number of decimal points for the 12 user-definable numeric fields WHFixed the data import routine to include mortgages when merging Durell users’ databases WHFixed routine to pass commission rates from the Setup / Adviser screen to all policies WHThe Outlook Add-in will now work with 64 Bit versions of Windows (and Windows Server) WHRemoved third-party Flash facility (as it suffered too many incompatibility problems) SpecialWHAdded a data transfer routine from Plum Software (Access based version) WHDeveloped special version of Fee Timer report (Churchills)
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2008
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| November |
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| October |
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| September |
5.08 (30th September)
Updates in version 5.08 released on 30th September 2008
Life & InvestmentsWH• Integration with Trigold (see Help topic “Mortgage Cases with Link to Trigold”) WH• Financial Adviser Remittance Advice in the Cashbook now shows correct renewal commission WH• Now possible to print valuations for clients who also have general insurance policies WH• Non-investment life policies no longer appear in the valuation report WH• SASS valuations now correctly include all variations WH• Added a data field to be used by Word for the Cofunds portfolio ref number (see Help topic “Investments, Portfolio Ref Nos (eg Cofunds”) WH• The “Funds Held” report can now list funds held by each client per adviser WH• You can now merge investment policies (when you delete one you’ll be prompted to pass its notes and funds to another) WH• In Setup / Field Names you can now set the number of decimal places for each of the 12 numeric Addition Mailshot fields General InsuranceWH• Implemented new procedures for MTAs and renewals, as specified by Insurecom WH• Fixed the five separate property addresses on the Commercial Properties screen WH• Fixed problem with Insurecom renewal invites from RSA being declined All UsersWH• The Document Viewer now displays linked pdf files as “Adobe pfd” instead of “Document” WH• System no longer leaves orphaned cashbook entries for journals deleted from the Bankbook SpecialWH• Developed the “Numbered Brochure” search on the Additional Mailshot fields screen (NHFA) WH• Re-developed Payroll spreadsheet (Churchills) WH• Added longer notes to the Claim Job Sheet (Homecall) WH• Contacts for home emergency claims can now be found by their policy’s postcode (Homecall)
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| August |
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| July |
5.05 (28th July)
Updates in version 5.05 released on 28th July 2008
Life & InvestmentsWHRemoved spurious client reference numbers appearing on the valuation report General InsuranceWHRenewal policies may now be given a finance payment method (payment methods F1 to F5) All UsersWHOption in Adviser Setup to reset commission rates now works for renewals as well as policies WHNew section added to Help screens (under Reports) explaining how to setup RMAR reports
5.04 (23rd July)
Updates in version 5.04 released on 23rd July 2008
Life and InvestmentsWHAdded templates for RMAR P & L and Balance Sheet reports WHNow displays the client ref for Co-funds on the policy screen and valuation reports WHOn-line valuation of pensions now includes both protected and non-protected rights WHAdded options to re-value and print valuations by mailshot selection WHOption to pass compliance details from one policy to another now includes all data General InsuranceWHWhite “Notes” button on toolbar now works on all Household policy screens WHRe-broked Household policies now start at 00:01 rather than the current time WHInsurecom Referrals & Declined no longer include all companies unless “Open Market” selected WHDate field on Household pop-up to Edit Claim may now be adjusted WHInsurecom policies now refer to Setup/General Insurance to get the invoice date (Today or On-risk) WHAdded templates for RMAR P & L and Balance Sheet reports WHPhotographic policies
Fixed renewal NCD for photographic policies
Added prof indemnity to liability cover in photographic policies
Added prof indemnity details on bordereau for photographic policies
Fixed premium table for photographic policies WHAdded latest car makes and models WHDeleted claims are now fully removed (no longer reappear in linked Word docs) SpecialWHAdded branch names and sort codes to Sales Analysis report for NHFA WHValuations with investments in trust are now correctly grouped for Fogwill & Jones
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| June |
5.02 (30th June)
Updates in version 5.02 released on 30th June 2008
Life and InvestmentsWHThe funds list has been fixed re transferred-out and closed funds that were the wrong way around General InsuranceWHThe Date field on pop-up for Household Claims may now be edited WHThe Invoice date for policies taken-up via Insurecom is now as set in Setup/General Insurance WHWhere an MTA has a sales invoice of zero value the remaining purchase invoices may now be posted All UsersWHAdded the "Other phone" and "email" fields to Setup /Import WHFixed link to Word, which was not picking-up all the records for "All Sets, mailshot = Y" WHStopped diary from displaying all memos when logging in WHStopped pop-up appearing with message “No version information available”
5.00 (18th June)
Updates in version 5.00 released on 18th June 2008
All UsersWHNew look main menus with themes for backgrounds and buttons WHRename button in the Doc Viewer now shows the filename and path, and allows re-selection WHYou can now retrospectively link a scheme policy to a client WHExtra option added to Client Notes report to list all address sets WHExtra options added to Diary listing for “Time Spent” (e.g. to list fees entered by all users) LifeWHClerical Medical investments may be re-valued via on-line contract enquiry (from July 14th) WHStandard Life investments may be re-valued via on-line contract enquiry (from July 14th) WHThe commission screen now allows repeat consultancy fees to post periodically (e.g. monthly) WHLife commission invoice date now defaults to the policy start instead of the date entered WHTop-up investment events (with compliance) now appear in compliance reports WHVariations and top-up investment events now appear in KPI reports WHFinancial Adviser Remittance may now report by financial year (in addition to calendar year) WHReinstated missing note fields in fact find WHNew fact find system now allows multiple fact finds to be saved on same date WHNew fact find system no longer crashes when moving quickly through sections WHNew fact find system no longer sometimes incorrectly jumps to the previous section GeneralWHNew “Signpost” option added for Leads & Advisers to reset commission rates in existing policies WHLatest car makes and models added to dropdown selections SpecialWHRoutine added for Home Call to load policy data WHCreated Management Info and HSBC Allocations reports for NHFA
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| May |
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| April |
4.72 (23rd April)
Updates in version 4.72 released on 23rd April 2008
Life and InvestmentsWHNew on-line valuation routine load funds, units and prices into brand new policies (without existing fund details) WHAdded new Mortgage Fact Find (requires new fact find system) General InsuranceWHAdded new Mortgage Fact Find (requires new fact find system) WHFixed the problem with EDI cancellations that have zero-value premiums WHMotor quotes with errors (previously disappearing) now listed as “Declined” All UsersWHNew on-line Help system works via the Internet, so is always up to date
4.67 (2th April)
Updates in version 4.67 released on 2th April 2008
SpecialWHFurther additions to fields on NHFA Commission Analysis report (csv file) WHGeneral insurance premiums funded by Tactica will not be added to the tactica csv file till the “WEB” temp ref is changed Life and InvestmentsWHIndemnified liability period (in months) can now be entered on the Setup / Product screen (i.e. on a per product basis) WHFixed data transfer from old fact finds to new system WHFact finds cannot now be changed locally while also on the web-link WHFact finds now prompt to save the current page on exit (n.b. all other pages are saved by default) WHAdded a £Standard answers” button to create default answers for new fact finds (e.g. set field to “N/A” instead of blank) WHThe web-link report now includes fact finds All UsersWHFixed locking problem when setting-up new mail shot dropdown fields
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| March |
4.65 (26th March)
Updates in version 4.65 released on 26th March 2008
SpecialWHMore improvements for Churchills Monthly Report WHExtra fields added to the NHFA Commission Analysis report (csv file) Life and InvestmentsWHOptionally added the new fact find system (n.b. user must activate this via the Setup screen) WHThe title "Miss" has been added to the dropdown for "Policy held by" WHThe Commission Analysis report (that creates a csv file) now includes the General InsuranceWHPercentage of Business report now shows figures for premiums as well as commissions WHThe start date and time for renewals by EDI is now synchronised with the insurers WHThe monthly Instalments report now shows the policy holder as well as the insurer All UsersWHWhile a client record is on your website a "world" icon is displayed next to its "Search name" WHNow possible to copy address records between non-client address sets WHThe Document Viewer now supports XIF graphic files (requires third party viewing software)
4.63 (11th March)
Updates in version 4.63 released on 11th March 2008
SpecialWHFurther developments for the Monthly Report for Churchills Life and InvestmentsWHA button has been added to pass a revised fund name to all affected contracts General InsuranceWHThe Percentage of Business (by Type, Insurer, etc) report now works correctly All UsersWHThe web-link log may now be printed
4.62 (4th March)
Updates in version 4.62 released on 4th March 2008
SpecialWHFixed Churchills "Salary" date field to accept dates in the future WHAdded postcode search for Gas Fitters for Homecall Life and InvestmentsWHAdded "Dr" to list of "Policy held by" options WHFixed the "New Business Compliant" tick box so that it links to the correct user-name WHFixed non-unitised fund holdings to appear in revaluations General InsuranceWHFixed the "Directors & Officers" product so that screens can be linked to it All UsersWHFixed diary so that it correctly displays the selected user
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| February |
4.61 (29th February)
Updates in version 4.61 released on 29th February 2008
SpecialWHCreated Monthly Report for Churchills via a Word template Life and InvestmentsWHValuation Report can now be run from the "Reports" button on the Durell Main Menu WHStopped Fin Express downloads from blanking-out sector names (a further fix may be required) WHMonthly commission renewals now work correctly All UsersWHSystem now correctly returns to the original client record after exiting from a partner or other linked record WHFixed the Sales and Purchase Ledgers (which were stopping after a given number of entries) WHThe print-out of a Client's Personal Details can now include the additional mailshot fields WHMailshot markers are now set per user (not globally, as before) WHSystem now retains the last-used address set when creating invoices WHAdded option to remove date from Compliance Details report
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| January |
4.58 (24th January)
Updates in version 4.58 released on 24th January 2008
GeneralWHFixed Monthly Installments report WHAdded standard Posting Defaults for type IN (same as CH) WHAdded extra checks and messages re household policies with zero contents WHFixed .csv output file for Tactica Premium Credit WHLatest motor vehicles added Life and InvestmentsWHAdded alternative valuation report with different layout WHAdded option to show funds in pie chart on alternative valuation WHAdded Signpost option in individual Policy screens to display on-line Contract Enquiry details WHFixed Group Scheme screens which were mistakenly displaying "Beneficiary" fields, etc WHFixed standard Posting Defaults for type DD All UsersWHWhen sending an email the prompt to save in Durell now is always on top WHWeb-link report has been fixed WHWeb-link now does not crash if you try to update a record with blank DOB WHWeb-link is now available on a secure server at no extra cost
4.56 (7th January)
Updates in version 4.56 released on 7th January 2008
FixesWHFixed commission screen, which no longer defaults all investments to "Indemnified" and no longer sets renewal commission to "None" WHFixed system so it no longer crashes on one of the Fact Find screens Life and InvestmentsWHAdded on-line contract enquiry (i.e. automated re-valuations) for Selestia WHNow possible to select historic fact find data to pass to Word (i.e. to print an historic fact find) WHWhen merging the transactions of two investment contracts (by deleting one and passing its transactions to the other) the system now also passes the compliance and commission details.
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