Make payments made on a case available in reports created by inception.

Completed

02 February 2012 11:06

It would be extremely useful to have access to the payments made against a case available in reports other than the transaction report. This would enable us to more easily create statements and run meaningful aged debt reports.

Mark

Comments

10 comments

Permanently deleted user 02 February 2012 11:24

This would also be a big benifit to us, as our agents will nearly always at some point quiery a transaction and its history.

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Natalie Williams 25 June 2013 15:20

Hi Guys

As time goes by the advantages of this keep jumping out. This says planned, any ideas on timescales yet ?

Thank you

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Mark Williams 23 July 2013 14:40

Hi Rob, I was emailed a comment on this ticket but it doesn't show here. It is very much still of interest.

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Rob Symonds 23 July 2013 14:52

Hi Mark,

I meant that to just be an update on our internal ticket for this and didn't realise the two were linked.

It was just me flagging up a potential confusion point.

Don't worry, we know how useful it will be.

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Adam Bishop 01 October 2013 15:57

Hi Natalie,

We're looking into adding a column TotalPayments to all CaseRecord reports.

Rob has concerns that the data in this column would have to be for the entire policy due to limitation on the way our data is stored. Would this be a workable solution for you?

Best wishes,

Adam

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Natalie Williams 02 October 2013 11:34

Hi Adam

I am not sure I understand correctly. Are you saying that, for example:

1st premium = £100 paid

MTA = £50 paid

Renewal of £150 is not paid, but on a report it would show £150 has been
paid (because that was the payment for the First Premium and MTA) ?

If that’s the case then no, sadly I don’t think it will help at all.

I started thinking last night that the Aged debt report may help, if we can
remove any criteria that the debt needs to be a certain number of days old.

I am not sure what information we can put in an aged debt report though, I
have just tried to create one to see but I cannot create one, I keep
getting an error (ticket 6183 raised).

I don’t understand how the different parts of the system work, but this all
seems to work ok now on the Bulk/Agent Payments screen.

Can we perhaps have a report that uses that data (but with more fields) ?

I will see how I get on with the age debt report when it is working.

But I wonder if Rob could look into reporting off the Agent Payments info.

I will catch up with you soon

Cheers

Natalie

*From:* Help & Support [mailto:support@admnetwork.com]
*Sent:* 01 October 2013 16:57
*Cc:* Natalie Williams
*Subject:* Update: Make payments made on a case available in reports
created by ... (request #5755)

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Adam Bishop 02 October 2013 11:46

Thanks Natalie, yes your example is right. We're discussing this internally to see how we might approach this. Will be in touch soon.

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Rob Symonds 03 October 2013 12:16

Hi Natalie,

The concerns I raised in this ticket were from before we sorted out the aged debts to work on a record by record basis.

The long and short of it is that there is now a new column (live) called Record Payments.
It's the sum total of ALL payments tied to a case so will include any successful refunds as well as payments.

Thanks,

Rob.

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Natalie Williams 09 October 2013 11:42

You've only gone and done it !!!!! This works a treat. Thank you so much.

You may give this the green "Done" light.

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Adam Bishop 09 October 2013 11:48

So glad you like this Natalie!

Best wishes,

Adam

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