Accounts
- 1Tax Number at Insurer Branch MasterCurrently, if Country is not India, GST Number & TAN Numbers are hidden. Instead, show them irrespective of the country, but remove the format validations currently in place, if country is not I... Read more...
- 1Import of Policies with InstallmentsWe need a provision to bulk import (1) Policies with Installments and then bulk import their (2) Installment Premiums. System should then produce a report of all installments that did not get paid.
- 1Allow Duplicate Policy NumbersCurrently 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...
- 1Booked In wise invoicing & reconciliationIf Booked In feature is ON, Then we should get the ability to Invoice not just the Insurer, but the Booked In Agency. At Add/Edit Invoice, give a radio button to Invoice (*) Insurer (*) Booked In ... Read more...
