Releases for Sprint - 25M

Finance Module

• A new Filter by Keyword option has been added to improve navigation within the A/R (Accounts Receivable) Reconciliations (Deposited) list. The keyword search currently supports filtering existing columns only — such as Broker Code or Deposit Date (Month/Year). The keyword search is not limited to a single page; it covers all pages across the A/R paid items. We have also added a Broker Code Column to the A/R Reconciliations (Deposited) list.  

  • For clarity: A single reconciliation can include multiple Broker Codes and can be viewed by clicking on the icon.   

  • Users can still utilize the "Filter by Keyword" function to search for a particular Broker Code. 

• A/R (Accounts Receivable) Reconciliation: Added an Export button so that users can export to Excel from within the In Progress, Completed, and Deposited views, allowing users to download reconciliation data for easier analysis and reporting.

• A new “Remove All Unreconciled” button has been added to "In Progress" A/R (Accounts Receivable) reconciliations. This feature allows users to instantly remove all items that are not marked as reconciled, making it faster and easier to clean up unreconciled entries.

• A new Filter by Keyword option has been added to improve navigation within the A/P (Accounts Payable) Reconciliations (Paid) list. The keyword search currently supports filtering existing columns only — such as Broker Code or Deposit Date (Month/Year). The keyword search is not limited to a single page; it covers all pages across the A/P paid items. We have also added a Broker Code Column within the A/P Reconciliations (Paid) list.  

  • For clarity: A single reconciliation can include multiple Broker Codes and can be viewed by clicking on the icon.   

  • Users can still utilize the "Filter by Keyword" function to search by a particular Broker Code. 

• A/P (Accounts Payable) Reconciliation: Added an Export button so that users can export to Excel from within the In Progress, Completed, and Paid views, allowing users to download reconciliation data for easier analysis and reporting.

• A/P (Accounts Payable) Reconciliation: Enhancement to support future-dated deposit entries. Users can now specify a deposit date (within the calendar) that is later than the current system date.

• A new “Remove All Unreconciled” button has been added to "In Progress" A/P (Accounts Payable) reconciliations. This feature allows users to instantly remove all items that are not marked as reconciled, making it faster and easier to clean up unreconciled entries.

• A/R (Accounts Receivable) Reconciliations: In addition to recording an overpayment, users are able to void overpayment reconciliations, allowing for smoother reconciliation management and easier error correction. 

• $0 Fees are now supported on the onboarding sheet. If you would like this feature enabled, please submit a support ticket.

• Users can now only select broker offices that are linked to the chosen Broker Code when recording an Accounts Receivable overpayment. This prevents unrelated offices from appearing and ensures accurate reconciliation.  

• Users can now record payments that exceed the amount owed. Overpayments are captured and credited for future use or refunds, ensuring accurate reconciliation and reporting. This improvement eliminates the need for manual workarounds when handling excess payments, streamlining deposit processing, and reducing errors.

Gateway Module & Policy Module

• Invalid claims are now excluded from the claims list in the Policy view, ensuring only active and valid claims are displayed. See the product reference guide for more information.

Product Module

• Product Designers can now configure the modal that appears when advancing a policy as on or off. See the product guide for details. 

• Product designers can now configure the Quote Description field to be required, set or clear with a rule, and choose whether to retain or wipe old descriptions. This enhancement supports backward compatibility and integrates with main product definitions. See the product designer guide for details. 

Release Date: October 16th, 2025