AMS360 2026 R1 Release Notes

March 6, 2026

We are pleased to release AMS360 2026 R1. With each release, we are improving and updating AMS360 to provide you with the best possible experience.

System Requirements

Required

Minimum workstation requirements as shown in the AMS360 Software Support Matrix.

Supported

Microsoft Edge
Google Chrome

Note: As of August 17, 2021, no Microsoft 365 app or service supports IE 11.

Operating Systems

Microsoft Windows 11 (64-bit)

Microsoft Windows 11 (32-bit)

Microsoft Office

Office 2021 (64-bit) [25R2, 26R1]
Office 2021 (32-bit)
Office 2019 (64-bit) [25R2, 26R1]
Office 2019 (32-bit)
Office 2016 (32-bit)

.Net

.NET 3.5
.NET 4.8

Technical Requirements

XPS Message

Microsoft has changed the way they are giving customers the XPS viewer, which is used for some functionality in eForms manager.

Depending on the build number of the OS (operating system) you have, you may need to install the new viewer. Click here for further details.

You will receive the following error message when the system is logging an activity that uses print functionality versus fax or email.

AMS360 Message

We have deprecated all older versions of OData prior to v22. Following this deprecation, they are no longer available for use with any version of AMS360. However, OData v22 will remain compatible with older versions of AMS360.

Project Impact is a time-saving initiative for users on Vertafore products. When you see the clock symbol, the work was performed with this initiative in mind.

What's New

Major Enhancements

enhancement	description
ACORD
New & Updated ACORD Forms	See the attached document for a list of new ACORD forms, as well as those that were updated in this release.
AGENCY ONE
New Certs Tool Launch Point	Users can now access an AO certificates page directly from AMS360.
CRYSTAL REPORTS
Eight-Digit Invoice Numbers in Crystal Reports	AMS360 updates have been applied to additional Crystal Reports to allow for larger invoice numbers to be correctly displayed. This enhancement applies to a number of Classic Reports, which are listed in the accompanying document.
DIRECT BILL ENTRY
Voiding an Invoice No Longer Causes Blocking	With this release, each invoice is processed individually whenever a void is initiated. If an error or timeout occurs, the statement is shown as "Partially Voided" and can be retried, if necessary. In addition, if specific invoices block the process from being completed, the user will see an "alert" message prior to any reattempt.
OUTLOOK
New Outlook Add-In	There is a new Outlook Add-In with a new style and workflow. However, the old Outlook Add-In is still available.

EMS / API Endpoints

New and updated EMS / API endpoints are now being aggregated and reported on a separate Help page. Click EMS / API Release Notes to view this information.

Defects Fixed

The following defects have been resolved:

defect suite	salesforce case no.	impact area	description of fix
DS13845	4459114	Application Catalog	Unable to generate a Agency Key from the AMS360 UI admin for a particular third party.
DS13263	4345423	Bank Center	When multiple fees or taxes were billed on a cancellation transaction, AMS360 combined the separate line items into a single line in the Register tab and on the invoice, if the charge type was the same for each item.
DS12468	4189461	Bank Center	When users printed invoices via the link on the Invoices View, the Print Date did not update.
		Reports: Classic	There was a delay when a user wanted to "Create CSV" or do a Print Preview on the Balance Sheet.
		Reports: Classic	Error when generating a CSV for the Cash Disbursement Journal report.
DS13375	4361201	Reports: Classic	The Classic Report, Billing Register was displaying the commission rate (percentage) in hashtag (###) format, if Installment Reporting was selected.
DS13019	4299927	Reports: Classic	The email icon was missing when a user previewed an invoice after it was posted.
DS13288	4349866	Reports: Classic	The toggle button for the grouping panel was missing in the following elements: Classic Reports. Download Session Log, Download Detail, and Download Electronic Email.
DS12658	4227462	Reports: My Agency Reports	When using the export option for the MAR Production Analysis report, with "Include cover sheet" and "Export Filtered Data" selected, the report failed to export.
DS11560	3967111	Certificates	Certificate Holders appeared in incorrect alphabetical order in the eForms Manager eForms tree.
DS12922	4279575	Check	When a check was copied and the bank was changed, the check winform disappeared from the screen and instead presented the following error: "Unexpected error while previewing checks."
DE66417	N/A	Contacts: Winform	The Contacts Winform showed an error when the user attempted to hit email with an attachment.
DS13728	4433774	Customer Center	The "Select Multiple" hyperlink in Activity/Suspense was not displaying for all policy types.
DS12563	4211192	Dec Page	Users saw the message "Unexpected error" when trying to save a policy after opening it from the Dec Page.
DS7681	3468516	Downloads	The Agency Negotiated Commission was not being retained with downloaded policy renewals.
DS12196	4139946	eForms	An XFDL error occurred when trying to distribute certificates or print to PDF.
DS13302	4351667	eForms	Certificates could not be deleted from the Customer Center, nor could they be opened in eForms.
DS12541	4207693	Notification Services	When cancellations were entered into AMS360, the notification service did not consistently send the notification to the third-party application.
DS12366	4173762	Policy	Policy transactions did not pull to a Direct Bill Statement.
DS12178	4134798	Policy	When attempting to invoice / bill a policy, users were unable to do so because of a personnel mismatch.
DS13141 / DS13275	4326239 / 4346549	Policy	In situations where a user deleted coverage from a vehicle on a business auto policy, saved and closed it, and then went back into the policy, the coverages would reappear.
DS13275	4346549	Policy	When a policy was endorsed and a user added vehicles, coverages from pre-existing vehicles were deleted.
		Policy	A change request was created to ensure it also included additional personnel.
DS13623	4413652		The clipboard did not copy when documents were in AWS S#.
DS14149	N/A	Policy	Users can now invoice a continuous policy that includes a Broker, where policy will not go into suspended status.