Download Options

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Default recommended Download options and settings for most users.

Contents

General

Select Company -> Download -> Options.

Dl-options-general.png

Option Detail
Download File Folder The download file folder will be set based on the drive letter where Newton is installed.
Download Archive Folder The download archive folders will be set based on the drive letter where Newton is installed.
Don't overwrite previously archived files Recommended: Enabled
Process files immediately when they are added Recommended: Enabled - All download files will be loaded into the pending tab after selection through Add Files.
Process files silently when performing immediate process Recommended: Enabled - All download files will be immediately processed if no errors are found, and if the policy number exists.
Auto-correct case of downloaded text Recommended: Enabled
Use smart policy insert to organize policy sequences Recommended: Enabled - The system will automatically determine if a new transactions should be inserted (prior term audit) or added as the most-recent policy sequence.
Don't change the class code of existing policies Recommended: Enabled - Many companies will send specialized policy types incorrectly (Example: Motorcycle as Personal Auto). Enabling this option will retain the existing policy type saved for the policy.
Don't change the company code of existing policies Recommended: Disabled - Disabling this option will automatically update any existing policy to match the company assigned to the NAIC code within Download.
Don't change the department code of existing policies Recommended: Enabled - For offices which use departments for locations, this setting will retain the existing policy value, instead of the AL3 line default.
Force cancellation dates using the method used by cancellation wizard Recommended: Enabled
Downloading Drivers, Vehicles and Properties Recommended: Look for existing, amend them with downloaded data if found

AL3

Select Company -> Download -> Options -> AL3.

Dl-options-al3.png

Option Detail
Hold downloads until the NAIC code is configured Recommended: Enabled - See: Configure NAIC Codes
Hold downloads until the line is configured Recommended: Enabled - See: Configure AL3 Acord Lines
Hold downloads until the policy exists Recommended: Enabled - Only recommended if "Process files silently when performing immediate process" is also enabled on the General Tab.
Hold for the policy on silent downloads only, not regular downloads Recommended: Enabled - Only recommended if "Hold downloads until the policy exists" is enabled.
Automatic matching to very similar policies Recommended: Disabled - For best results, policy numbers in Newton should be an exact match to the policies specified by the company.
Download suspense items Recommended: Enabled
Download remarks form Recommended: Enabled
Ignore quote downloads for existing policies Recommended: Enabled - Quote downloads for existing policies will not create policy transactions, preventing an Active Policy from changing to a Quote Policy on the client basic tab.
Ignore non-renewal transactions
Download direct bill invoices Recommended: Disabled - Most offices use Commission Download or Commission Builder for monthly direct bill statement processing.
Only download invoices for direct bill companies If "Download direct bill invoices" is enabled, only companies configured as Billing Method -> Direct Bill will generate Invoice Downloads.

Commission

Select Company -> Download -> Options -> Commission.

Dl-options-commission.png

Option Detail
Cash Bank Default Bank Code for cash transactions created with Commission Download or Commission Builder.
Check Bank Default Bank Code for check transactions created with Commission Download or Commission Builder.
Department Default Department Code for cash transactions created with Commission Download or Commission Builder.
Allow automatic matching of similar policy numbers Recommended: Disabled - The option should typically mirror the option set on the AL3 Tab.
Try to find a matching invoice when the policy is found Recommended: Disabled - Only enabled if Direct Bill invoices are created in full up front, and paid down through Commission Download or Commission Builder.
Leave tax lines on account Recommended: Enabled
Leave lines with no commission on account Recommended: Enabled
Default action when the the policy is not found Recommended: Create and pay the invoice
Default action when the policy exists but the invoice isn't found Recommended: Create and pay the invoice

Commission Notes

Select Company -> Download -> Options -> Commission Notes.

Dl-options-commissionnotes.png

Option Detail
Don't allow processing of file until all notes are addressed Recommended: Enabled
Note when no cash transaction is being used or created (N509) Recommended: Enabled
Note when a payment doesn't use the default commission rate (N501) Recommended: Disabled - Only enable if "Try to find a matching invoice when the policy is found" is enabled on the Commission Tab.
Note when a payment is left on account (N502) Recommended: Enabled
Note when an installment isn't applied to an existing invoice (N506, N706, N806) Recommended: Disabled - Only enable if "Try to find a matching invoice when the policy is found" is enabled on the Commission Tab.
Note when a new invoice is made on a non-matching policy (N700) Recommended: Enabled
Note consecutive new/renew transactions which appear to be the same (N707, N807) Recommended: Enabled
Note when producer commission differs from commission on initial sequence (N709) Recommended: Enabled
Noting Past Invoice Dates - N705 and N805 Recommended: Generate N705 and N805 when an invoice is created with an old date
Don't report commission errors if the amount is less than $ Recommended: $0.01

Commission Adjustments

See: Direct Bill: Adjust Commission for Fees or Agency Bill Payable