MAR: Unbilled Policy Report — Not Billable

Note: This update represents only a portion of the AMS360 23R1 release. Please navigate to AMS360 2023 R1 Release Notes to review other enhancements and fixes that were part of the release.

Users can now run this report with the selection of "Not Billable Only" to see those policies that have not been billable under the How Billed section. In the Unbilled Policy report there is a column titled HOW BILLED, but it did not previously report "Not Billable." This upgrade gives the user an option on the report page to select the report to only show those policies that are set to Not Billable in the How Billed column.

Workflow

In My Agency Report, run the Unbilled Policy Report. Select "Not Billable Only," select Date Range "From List," or "Select Dates." Click on "Run Report." Once the report is presented, go to the View option and select "How Billed" to show how this line was saved in the policy.

Note: Users must be given access to specific My Agency Reports in Vertafore Single Sign On (VSSO) for them to be able to run this report.