1) At Policies > Installments,
Give a new option "Import Premium"
It should take the user to a new page'.
2) In that page, we will select the following:
(1) Client, (2) Insurer, (3) Insurer Bran... Read more...
Create ability to Group a set of Clients; just like we can group Business Owners into Teams. This feature can be ON/OFF at Organization Master.
If Client Groups is ON, then at Client master, we can ... Read more...
Currently system does not allow duplicate policy numbers.
However, if the policy is a renewal, then we should allow the same policy number for the renewal also.
Reconciliation step should be adjus... Read more...