Difference between revisions of "Insert an Audit Transaction or Prior Term Endorsement"
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#Select '''Policy -> Insert a Transaction'''. | #Select '''Policy -> Insert a Transaction'''. | ||
#:[[File:Expressbill-policy-insert.png]] | #:[[File:Expressbill-policy-insert.png]] | ||
| − | #Enter the [[Transaction Profile|Transaction Code]] for '''Audit'''. ''(Typically AUD)''. Select '''OK'''. | + | #Enter the [[Transaction Profile|Transaction Code]] for '''Audit''' or '''Endorsement'''. ''(Typically AUD or END)''. Select '''OK'''. |
#:[[File:Expressbill-policy-insert-aud.png]] | #:[[File:Expressbill-policy-insert-aud.png]] | ||
#Select '''Next''' to enter in the Audit invoice premium. | #Select '''Next''' to enter in the Audit invoice premium. | ||
Revision as of 22:40, 15 February 2016
 Required Software Version: September 2015 |
 Legacy Instructions Available: Click Here |
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The procedure below is used when an Audit Transaction or endorsement needs to be inserted into a prior policy term, and the policy does not download.
Contents
If the Policy Number Changes at Renewal
If the policy number changes at renewal, each policy term is saved with a unique policy number. Expired policy terms are available within the Expired Policies sub-band of the Policies Band on the Client Tab.
- Load a client on one of the client tabs.
- Select the (+) next to Policies. (To expand the band by default, see: Preferences)
- Select the (+) next to Expired Policies.
- Left-Click the desired policy number to open Policy Express.
- Select Express Billing within the top toolbar.
- From Express Billing, select Policy -> Insert a Transaction.
- Enter the Transaction Code for Audit. (Typically AUD). Select OK.
- Select Next to enter in the Audit invoice premium.
- Once the premium and commission amounts have been entered, select Finish.
- Answer Yes to save the changes.
- Select Save then Exit.
If the Policy Number Does Not Change at Renewal
If the policy number does not change at renewal, each policy term is saved under the same policy number, with a new policy transaction or sequence. Prior sequences can be accessed by stepping back through the history of a policy.
- Load a client on one of the client tabs.
- Select the (+) next to Policies. (To expand the band by default, see: Preferences)
- Left-Click the desired policy number to open Policy Express.
- Select Express Billing within the top toolbar.
- Select the Up Arrow until the prior policy term expiration date is displayed.
- Select Policy -> Insert a Transaction.
- Enter the Transaction Code for Audit or Endorsement. (Typically AUD or END). Select OK.
- Select Next to enter in the Audit invoice premium.
- Once the premium and commission amounts have been entered, select Finish.
- Answer Yes to save the changes.
- Select Save then Exit.
