•Automatic e-mail configurations set for the Add - Attachment option as the Workflow Event will now also activate when files are attached using the File Upload field type.
•Additional information has been made available for certain grids in the Billing module.
− When viewing invoice details, the Invoice Line Items includes a new column for Net Premium. The net premium values do not include commission or taxes.
− The Charge List grid in the Charges Report and the Billable Charges grid in the On Demand Invoicing page have two new available columns, Claim Number and Claim Payment Type. These fields are hidden by default, and can be added to the grid by right-clicking the header, opening the Select Columns menu, clicking the fields, and clicking Apply Changes.
•A new security right has been added, ViewEventHistory, to be used for a new feature currently in development.
•Previously, publishing a workflow could result in multiple warnings about the absence of fields used in universal triggers, even if those triggers are not used in the workflow. A new option can be enabled in the system configuration, allowing the publishing process to find missing fields in "Shared Workflows". When enabled, only one warning will appear, listing the referenced shared workflows.
When using universal triggers in a workflow or in configurations related to a workflow, please ensure that all necessary fields are included. The absence of those fields will not be reported when publishing, and the triggers will not function properly.
•The Account History page in the Bill to Party has been modified so that the Reporting Period fields no longer default to show the last month. The original plans to allow configuration of the default dates for all reports have been postponed.
•The Billing menu has been reorganized to group related features. The following changes have been made.
o The Billing Adjustments, On Demand Invoicing, Batch Receipts, Receipt Corrections, and Write-Offs features are now under the new Transactions menu item.
o The Distributor Payables, Insurer Payables, and Tax Payables features are now under the new Payables menu item.
o The Reports menu has been reordered, with the Receipts and Online Payments reports now available under the new Collections sub-menu.
o The Earned Premium report has been renamed to Earnings.
•Corrected timeout issue that could prevent workflows from publishing.
•Corrected issue that could prevent data validations from triggering in grid modal windows.
•Corrected issue where adding more than 13 rows to a workflow grid could prevent the activation of an associated integration configuration.
•Corrected issue where some internal fields were not set properly when exporting a product, resulting in an error when importing the product.
•Corrected missing data that could cause an error when sending emails.
•Corrected issue where using custom fields to set effective policy dates would not always be recognized when creating endorsements.
•Corrected a string length limitation that could prevent an integration from correctly populating fields.
•Corrected a rendering issue where scrolling within a combo box field would cause the dropdown portion to separate from the field.
•Corrected issue that could occur when the Billing module is active, causing a failure in a policy import that includes a new individual assured.
•Corrected issue in endorsements where premium from premium grids would be added to the transaction premium twice.
•Corrected issue where child grid fields would not be available for trigger configurations.
•Corrected issue where external codes would not be updated when re-importing a product.
•Corrected issue in Firefox only where data would not be kept in fields that are configured as both filter and output for an advanced lookup.
•Corrected issue where claim payment details did not include the full charge description information when passed to the Billing module.
•Corrected issue in the Insurer Payables report where the Payment Date displayed the current date instead of the proper payment date.