Bulk Payment Option By Broker

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Permanently deleted user

28 August 2012 14:38

May I request a bulk payment option for the statements. The ideal would be to run it by broker and it would bring up all policies still outstanding with an option to pay in full.  

this would save a lot of  time as currently we have to go into each individual policy and mark as paid.

Kind Regards

Angela

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  Mark Williams 28 August 2012 14:43

  A screen showing outstanding amounts by broker by month would be a great time saver. Definitely has my vote.

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  Permanently deleted user 28 August 2012 15:03

  That would be spot on Mark.

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  Adam Bishop 11 July 2013 08:00

  This was included in our last major release, SchemeServe Amber.  Updated to 'done'. :)

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