AMS360 2023 R2 Release Notes

A new view will enable the importation of bank transactions (downloaded to a .csv file) and it will auto-match some of the bank statement payments and/or deposits to accounting transactions. The user can confirm suggested matches and will manually match others to AMS360 payments and deposits. This process will update the Bank Reconciliation Statement to show these matched items as "Cleared." Enhanced options include: filter by search or type; delete rows; and create a receipt/deposit. In addition, the Overview will show the bank balance that includes daily cleared items.

Multiple enhancements have been made to the existing bank reconciliation statement, including larger item grids, additional transaction types in the drop-down menu(s), a new journal entry button, and the addition of a bank date column to identify matched transactions.

Agencies that operate with multiple live AMS360 databases can now add multiple IVANS mailboxes in their primary and non-primary databases. All agencies can add multiple IVANS accounts per business unit, and it is not necessary to create new business units solely for the download setup.

To improve visual consistency, the page link color on the left navigation bar has been updated to match the color of the navigation headers.

An approving user can now open and review corresponding statements from the existing winform.

Prior to this release, if an agency employed the Check Approval feature, a user with approver security was unable to "Post & Print" a check during the approval process and needed to use the Check Report to do so afterward. With this release, a check approver can Post & Print a check as part of the approval process.

Multiple ACORD forms have been updated with more recent forms. Here is the list:

• ACORD 84 (2016/11)

• ACORD 84NV (2022/01)

• ACORD 84NY (2022/02)

• ACORD 83NV (2022/01)

• ACORD 85 (2016/11)

• ACORD 90WA — Without Credit (2021/06)

• ACORD90WA — With Credit (2016-12)

With this release, the ACORD 25 certificate populates differently than its previous version.

In earlier versions of AMS360, EMS activity endpoints with invalid Customer or Policy IDs returned a "403 Forbidden" page with the message, "No customer or policy can be found with the arguments provided."

Now, any EMS activity with invalid Customer or Policy IDs will deliver a "404 Not Found" page with the message, "Customer or policy cannot be found."

This change affects the following endpoints:

• GET activity

• GET activity/attachment-info

• GET activity/attachment-data

• POST activities/attachment

• POST activity

• POST activity/attachment

• POST activity/claim

• POST activity/comment

• POST activity/customer

• POST activity/customer/search

• POST ivans/edocs/activity

With this product enhancement, payment vendors can tell the business unit of an invoice to route the payment to the correct business unit. The EMS endpoint POST invoices now adds the business units of the invoice, which includes these four business unit elements: Division; Branch; Department; Group.

AMS360 activity notifications will now be send only if that type of notification is configured to be sent. As a result, unneeded notifications will not clog up the partner software.

CSV Report: ALL holders should show in report - certificates with more than one holder should show all holders rows (test > 4) and all certificates with holders should sho

Classic report called the Certificate Holders report for the CSV version, add the following columns to the .csv output of the report following the last column (in the order shown below):

• WOS – Garage = Y/N (Waiver of Subrogation)

• WOS – Garage Keepers = Y/N

• Add’l Ins – GL = Y/N

• Add’l Ins – Auto= Y/N

• Add’l Ins – Garage = Y/N

• Add’l Ins – Garage Keepers = Y/N

• Add’l Ins – Excess = Y/N

• Add’l Ins – Other = Y/N

• Job #

• Job Type

• Project End Date

• Licensed

• Bonded

• Changed By

The following Database Design Guides have received updates:

• 22R1

• 23R1 SiteDB

• 23R1

With this release, the following issues have been resolved:

• pqs_CustomerByCustId is timing out

• Applied Services CSR24 causes blocking issues - Is Missing Index

• Stored proc: sps_GLTForGJRegister is Missing index on AFW_GeneralLedgerTransaction

Within "Check Approval," "Country" is now added to the Check View form as well as to the Classic Check Register CSV report.