•When creating or viewing a client record (client company or individual client) through the Clients menu, the Distributor Owner panel now displays additional details about the selected Distributor. Code, Address, City, State, and Country fields are visible in the drop-down list, and have been added below the Distributor field.
•Data Validation and Warning validation rules are now applied to bound transactions as well. When changes are permitted in bound status, the validations can be used to ensure that any changes still meet requirements. Note that Data Validation rules will not revert a bound transaction to incomplete status.
•When viewing the detail window for an invoice, three new columns have been made available for the Invoice Line Items grid.
o Claim No: For claim payments, this columns displays the claim number. Click the link to view the claim.
o Description: For claim payments, this column displays the reference number.
o Claim Payment Type: For claim payments, this column displays the type of payment.
These columns are hidden by default, but can be added to the grid using the Select Columns option available on right-clicking a column header.
•As an enhancement to the Field Indexing feature, indexed claims fields will become available as optional fields in the Claims list. They can be added to the list using the Select Columns option when right-clicking on a column header.
At this time, only the first ten indexed text fields and the first five indexed fields of each other type will be available. A future enhancement will provide more control.
•When viewing details in the Aged Receivables report, a new optional column is available to display the Policy Number of all policies associated to an invoice. This column can be added to the report using the Select Columns option when right-clicking on a column header.
•As of this version, Single-Screen workflows are no longer supported. The Style and Screen fields have been removed from the Workflow Management page.
•The [[Referral]] placeholder has been restored, displaying the referral message configured in the validations.
•The Field Indexing feature has been enhanced to scan all claims and backfill all indexed fields. This scan will occur when publishing a workflow. Note that the system will continue to index information on saving a claim, even if the workflow has not been published since making changes to the index.
•Corrected issue in Internet Explorer where a refresh delay would cause a concurrency error.
•Corrected issue where a "Please wait…" message would prevent grids from updating when new rows were added.
•Corrected issue where Bridge was not disabling Compatibility View mode in Internet Explorer.
•Corrected issue with generating documents where decimals would be appended to text fields containing numerical values.
•Corrected two errors that could occur when publishing workflows.
•Corrected issue where trying to submit a write off without completing the Reference field would prevent the write off from being completed once the Reference was provided.
•Corrected issue where Cancellation and Reinstatement transactions would be bound if the generation of charges failed. Now the charge generation must succeed or the transaction will not be bound.
•Corrected issue where upgrading to multi-currency support would not include all currencies.
•Corrected error that was preventing the generation of any claim documents.
•Corrected issue where Adjuster companies were included in fields for selecting claim parties.
•Corrected configuration issue that could prevent the claims import page from displaying the results of a successful import.
•Corrected error on importing claim payments where the system was trying to find the wrong party information and returning a vague internal error.
•Corrected issue where an error on saving a professional service company would prevent an associated company from saving on subsequent saves.
•Corrected validation issue that could result in incorrect earned values for commissions and insurance costs.
•Corrected issue where claim payments were not logged as charges if the currencies were mismatched.