Actions Menu

What Happens?

Find Customer

Use this action to open a different customer. The current customer closes and Customer Search appears.

New Customer

Use to open the New Customer data entry form, which allows you to enter a new customer.

Policy*

To Endorse, Renew, Rewrite, etc., you must first select the policy you want to work on by clicking the desired policy header row in the Policy tab.

Click anywhere on the row except the policy link.

New Submission*

Use to open the Submission Group data entry form where you can create or copy a Submission.

Compare Policies*

Opens the Compare Policies/Submissions form where you can view differences between two policies or submissions.

Copy Policy*

Use to open the Copy Policy/Submission data entry form where you can create a new policy by copying an existing policy or submission.

Quote TNOW*

Use to open the TransactNOW form for a policy in which the parent company on the policy may or may not be a TransactNOW company. To get a quote from another parent company, that company must be set up as a TransactNOW company.

This could be used for a renewal quote.

To perform the TNOW Quote do the following:

1. Open the policy.

2. Click Quote TNOW from the Transactions menu. The TransactNOW form opens.

3. Check the Quote Request checkbox, if not already checked.

4. Select the company you want to quote the policy from the Company list. Only parent companies setup on TransactNOW appear in this list.

5. Fill in or use the date picker to select the appropriate Tran. Eff. Date (transaction effective date), the Effective and Expiration Dates for the quoted policy.

6. Click Submit.

If the parent company currently on the policy you are coming from is a TransactNOW company, or if you pick another TransactNOW parent company from the Company list, you can also do an Inquiry from the same form.

However, the quote and inquiry processes are mutually exclusive, and only one can be done at a time.

New Claim*

Use to open the Claims data entry form where you can enter a claim for the customer.

New Receipt*

Use to open the Customer Center Receipt data entry form where you can record a payment from the customer.

New Check*

Use to open the Customer Center Check data entry form where you can write a check to the customer.

New Journal Entry*

Use to open the Customer Center Journal Entry data entry form where you can create a journal entry for the customer.

Delete Suspect**

To delete a Suspect, do the following:

1. Open the Suspect you want to delete.

2. Click Delete Suspect from the Actions menu. This opens the Customer data entry form for the suspect.

3. Click the Delete Suspect icon on the toolbar or pull down the File menu and select Delete Suspect.

4. Click OK to the following confirmation message.
   
   

Option

What is this?

eForms Manager

Opens eForms Manager where you can create, print, or email forms.

Applications

Launches eForms Manager, with the Create Applications (Integrated) data entry form displaying.

Auto ID Cards

Binder

Launches eForms Manager, with the Binder data entry form displaying.

Cancellation/Policy Release

Launches eForms Manager, with the Create New Forms (Non-Integrated) data entry form displaying.

Certificate of Liability

Launches eForms Manager, with the Certificate of Liability data entry form displaying.

Certificate of Property

Launches eForms Manager, with the Certificate of Property data entry form displaying.

Change Request

Launches eForms Manager, with the Policy Change Request data entry form displaying.

Evidence of Property

Launches eForms Manager, with the Evidence of Property data entry form displaying.

Loss Notice

Launches eForms Manager, with the Loss Notice data entry form displaying.

Additional Forms

Launches eForms Manager, with the Create New Forms (Non-Integrated) data entry form displaying.

Quick Report

What Happens?

Activity List

Use to open the Reports - Activity List selection form to print an activity report for the customer.

Certificate Holder

Use to create a list of all Certificates Holders for the customer for the last year. You can print or export the report.

Claims

Use to create a report of all Claims for the customer for the last three years. You can print or export the report.

Notes

Use to open the Reports - Notes data entry selection form. Using the defaults, you can create a report of all non-deleted notes in the past 90 days for the customer. You can print or export the report.

Scheduled Report Recipients/Approvers

Click Scheduled Report Recipients/Approvers to launch the Scheduled Report Recipients/Approvers report. There is no selection form for this report.

Suspense

Clicking Suspense from the Quick Reports menu launches the Suspense report. The report defaults to all open suspense for the selected customer with a due date less than 30 days from the current date.

Accounts Receivable Activity

Use to open the Report - Customer Receivable Activity selection form where you can print a Receivable Activity report for the customer.

Aged Accounts Receivable

Use to open the Report - Customer Aged Accounts Receivable selection form where you can print an Aged A/R report for the customer.

Company Accounts Payable

Use to open the Report - Company Accounts Payable selection form where you can print a Company Accounts Payable report for the customer.

Invoices

Use to open the Report - Invoice selection form where you can print Invoices for the customer.

Premium Advanced

Use to open the Report - Premium Advanced selection form where you can print a report of Premiums Advanced for the customer.

Statement

Use to open the Report - Customer Statements selection form where you can print a Statement for the customer.

Summary of Insurance

Use to open the Report - Summary of Insurance selection form where you can run the report.

Information

What is this?

Customer Name

The following rules apply:

• The customer's personal name appears in the section title bar if a firm name has not been entered.

• The customer's firm name appears in the section title bar if a personal name has not been entered.

• If both a personal name and firm name are entered for the customer, then the firm name appears in the section title bar, and the personal name appears in the Personal Name field under the title bar.

Inactive

If the current customer has been marked as inactive, the word "Inactive" appears in two places in the Customer Information section:

1. As a large red watermark across the face of the Customer Information section.

2. Appears to the left of the customer's account number in the title bar.

Customer Number

This number appears on the right side of the title bar.

AMS360 automatically assigns the customer number at the time the customer is created.

DBA

If this is a business customer and a DBA was entered, it appears in the DBA field under the Personal Name.

Edit Customer

Click this link to open the Customer data entry form where you can add, edit, or delete information about the customer.

Address
City
State
Zip

The customer's address as entered in the Customer data entry form.

Email

If entered on the Customer data entry form, the email address appears as a link. Click the link to open your email application with the To field pre-filled with the customer's email address.

Web

If entered on the Customer data entry form, the web address appears as a link. Click the link to open your browser with the web page displayed.

Be sure to preface your web address with http://. An example is http://abccorporation.com.

X-Ref

Displays the most recently entered cross-reference for the customer.

Notation

If a Notation was selected for the customer, it appears following the Notation heading.

Show Map of this Location

If an address has been entered that results in a valid latitude and longitude for the customer, this link appears.

Click to access MapPoint^© which displays a map of the address. You can also obtain driving directions to the address.

Res
Bus
Fax
Cell
Pgr

Displays the residence, business, fax, cell, and pager numbers entered for the customer.

Div
Branch
Dept
Group

Only the Business Unit field names (division, branch, department, group) activated in Agency Setup display in this area.

Then, the division, branch, department and/or group assigned to this customer in Customer Setup display next to the unit names.

Service Groups

This box contains the default Primary Service Group (Exec, Rep, and Broker if applicable), setup in the Customer Setup > Name & Address section. It also contains personnel Service Groups setup for the following Types of Business.

• Benefits

• Commercial Lines

• Financial Services

• Health

• Life

• Non Property & Casualty

• Personal Lines

For more information on how to setup the Service Groups, see Customer Setup > Name & Address section > Exec/Rep/Broker, and Customer Setup > Name & Address section > Service Groups sub-section.

For information on how these personnel pull to the policy, see Policy > Basic Policy Information > Primary Service Group, and Policy > Basic Policy Information > Personnel sub-section.

Balance:

Displays the calculated balance of Customer Total Accounts Receivable. This is the same account balance displayed on the Register Tab.

Contacts

This box displays the customer contact information as setup in the Customer > Contacts section.

• A scrollable bar is automatically added when a customer has multiple contacts.

• Click the pop-up icon to display the contact information for each customer contact.

Account Service Groups

This box displays the service groups that apply to this customer.

• A scrollable bar is automatically added when a customer has multiple Account Service Groups.

• Click the pop-up icon to display the contact information for each service person.

Pers
Comm
Life
Health
Non P & C
Financial
Benefits

The check boxes mirror the Business With Agency items checked on the Customer data entry form.

Service 24/7

When this icon displays in the Customer Center it indicates that this customer has access to their account information via Service 24/7. For more information on this service see Service 24/7 Overview.

Activity Columns

What is This?

The paper clip symbol denotes whether there is an attachment associated with the activity.

The paper clip icon does not show if the Activity has an attachment flagged as hidden, and the logged in user does not have authorization to view hidden documents. For more information, see Security Group Setup

Date

The date the activity was logged. Click the Date of the activity to open the View Activity form and view the detail. The default sort order for activities is by:

1. Date

2. Policy #

By

The Short Name of the employee who logged the activity.

Policy #

The policy number associated with the activity. To sort activities by policy number click the policy header. An arrow appears to indicate the activities are sorted using this column.

If sorting by policy number, AMS 360 uses the following hierarchy:

1. Policy #

2. Eff. Date

3. Date

Eff. Date

This is the policy transaction effective date. To sort activities by effective date click the header. An arrow appears to indicate the activities are sorted using this column.

If sorting by effective date, AMS 360 uses the following hierarchy:

1. Eff. Date

2. Policy #

3. Date

Trans.

This is the policy transaction type (New Business, Renewal, Policy Change).

Action

This is the type of action assigned when the activity was entered (Phone, Mail in, Mail out, Appointment).

Description

This is additional detail about the activity when it was entered.

Activity View Options

What is This?

Activity up to ___ days old

Enter the number of days worth of activities you want to see. Valid entries are 0-999.

Date Range From/To

Enter a range of dates for the activities.

• If you enter a From date only, AMS360 returns activities from the selected date up to today's date.

• If you enter a To date only, AMS360 returns all activities up to the selected date.

You cannot save a date range as an agency or user default view.

Type of Business

Use to filter the activities returned by Type of Business. Select a specific Type or All types.

• All

• Benefits

• Commercial Lines

• Financial Services

• Health

• Life

• Non Property & Casualty

• Personal Lines

Policy

Use to view all activities entered for a specific policy or All policies.

Effective Date

Use to view activities for a specific policy transaction, based on the Policy selected in the previous field.

Action

Use to view activities for a specific Action type.

Show Activity For

Choose to display all activities or just activities associated with claims.

Include Only Activity With Attachments

Use to view only activities that have an attachment.

Maximum # of Records Returned

This feature allows you to choose the maximum number of records returned on any individual search. You can choose:

• 100

• 500

• 1,000

• 1,500

• 2,000

• 5,000

• 10,000

• Unlimited

Save as Agency Default View

Use to save the selected View Options as the Agency default for all users when you click Apply.

This option appears only if you have proper authorization.

Save as User Default View

Use to save the selected View Options as your User default when you click Apply.

Apply

Use to display Activities that meet the selected View Options criteria.

Apply Default

Applies the last saved user, or agency default view options.

• If both exist, the user default takes precedence.

• If neither exist, then the system defaults are applied.

Policy Header Rows

What is this?

Policy Number

The number of a policy that has an unpaid accounts receivable balance.

Effective/Expiration Date

The effective and expiration dates of the policy.

Company

The parent company short name.

Division

The short name of the division assigned to the policy.

Policy Balance

The total of all agency-billed transactions for the designated policy only.

Invoice Detail Columns

What is This?

Inv #

The system-assigned invoice number for the transaction.

Inv.

The number of days old based on the invoice date.

For on account monies, this date is based on the date the check, receipt, or journal entry was posted.

Eff.

The number of days old based on the invoice effective date.

Eff. Date

The invoice effective date.

Aging Categories

A view of receivable totals in aging groups. The default settings are <0, 0-30, 31-60, 61-90, and Over 90 days, but can be changed in Agency Setup.

Aging is based on the later of the invoice date or invoice effective date.

Late Charge

This column displays the cumulative unpaid late charges for an invoice. A minus sign indicates a credit balance.

Balance Due

The unpaid balance of an invoice.

Aged A/R View Options

What is this?

Date Range

Select a date range option from the list. The dates appear in the From and To fields based on your selection.

Date Range From/To

Enter a range of dates for the Aged A/R. The Date Range field automatically changes to User Defined.

You cannot save a date range as an agency or user default view.

Sort Options

Save as Agency Default View

Use to save the selected View Options as the Agency default for all users when you click Apply.

This option appears only if you have proper authorization.

Save as User Default View

Use to save the selected View Options as your User default when you click Apply.

Apply

Use to display Aged A/R transactions that meet the View Options criteria.

Apply Default

Applies the last saved user, or agency default view options.

• If both exist, the user default takes precedence.

• If neither exist, then the system defaults are applied.

Binder Columns

What is This?

Binder #

The system-assigned insurance binder number. Click the binder number to open the insurance binder at the master level.

The default sort is by:

1. Binder #

2. Policy #

3. Binder Effective Date

The first time you click the Binder # header the binders sort in ascending order. Clicking the header again sorts them in descending order.

Eff. Date

The effective date of the binder.

Exp. Date

The expiration date of the binder.

Interest

The interests for which the binder is created. Click the name to open the binder for that interest.

• For master binder records this field is blank.

• For master with interest binder records the interest's name displays.

Policy #

The policy number associated with the binder. You can sort binders by policy number by clicking the header. An arrow appears to indicate that binders are sorted by using this column.

If sorting by policy number, AMS360 uses the following hierarchy:

1. Policy Number

2. Binder Number

3. Binder Expiration Date

The first time you click the policy number header the binders sort in ascending order. Clicking the header again sorts them in descending order.

Transaction

The policy transaction type. You can sort binders by transaction by clicking the header. An arrow appears to indicate that binders are sorted using this column.

If sorting by transaction, AMS360 uses the following hierarchy:

1. Transaction

2. Policy Number

3. Binder Effective Date

The first time you click the transaction header the binders sort in ascending order. Clicking the header again sorts them in descending order.

Description

The binder transaction description.

Example: Renew Policy, Binder New Business

View Options

What is This?

Expiration Date From/To

Use to display binders that have an expiration date within the range selected.

• Leave the From date blank to see all binders with dates up to the To date you enter.

• Leave the To date blank to see all binders with dates beginning at the From date up through the current date.

You cannot save a date range as an agency or user default view.

Name Prefix From/To

Use to display binders for interest name ranges.

• Leave the From prefix blank to search for binders with names from "A" up to the To prefix entered.

• Leave the To prefix blank to search for binders with names beginning at the From prefix up through "Z".

If you select a From/To Prefix along with the display option of Master, AMS360 ignores the display option and returns all Master with Interest records.

You cannot save a name/prefix range as an agency or user default view.

Policy

Use to view binders for a specific policy.

Display

Use these selections to display the following:

Color Setup/Expired

Use these options to highlight expired binders by changing their text and background colors:

Selecting either of these options take you to Microsoft's Color Selector. Select your color and click Apply.

Save as Agency Default View

Use to save the view options you have selected as the agency default for all users when you click Apply.

This option appears only if you have proper authorization.

Save as User Default View

Use to save the selected view options as your User default when you click Apply.

Apply

Use to apply any new binder view options to the binder view.

Apply Default

Applies the last saved user, or agency default view options.

• If both exist, the user default takes precedence.

• If neither exist, then the system defaults are applied.

Certificate Columns

What is This?

Type

Displays the type of form: Certificate of Insurance (Certs). The default sort order for Certs is:

1. Form

2. Certificate #

3. Issue Date

The Certs sort in ascending order. To sort them in descending order click the Form header.

Certificate #

The system assigned Cert number. You can sort Certs by number by clicking the header.

When sorting by reference #, AMS360 uses the following hierarchy:

1. Certificate #

2. Issue Date

The Certs sort in ascending order . To sort them in descending order click the Certificate # header.

Click the Certificate # to open it in eForms Manager.

Description

The short description entered in the Description text box when entering a new certificate.

Holder

The names of the holders entered for the Cert.

Description of Ops./ Special Cond.

The description of Operations or Special Conditions entered in these respective fields on the Cert.

Policy #

The policy number(s) associated with the certificate.

Issued Date

Master Record:

The date the master record was created.

Additional Interest Records (AI):

The AI records display the specific AI issued date.

You can sort Certs by Issued Date by clicking the header. When sorting by issued date, AMS360 uses the following hierarchy:

1. Issue Date

2. Interests within the Master record.

The Certs sort in ascending order. To sort them in descending order click the Issued Date header.

Certs View Options

What's this?

Type

Use to see either Certificate of Liability or Property or all forms.

Certificate up to __ days old

Use to display Certs with issue dates that are within a specific number of days old. The default is 90 days.

Display

Use to display Master with Holder records (original Cert record with all of its holder records), Master certificate only (no holders), or Holders only.

Issued Date From/To

Cert - No Holders Attached

Use to display based on the last changed date.

Cert - Holders Attached

Use to display Certs for date ranges.

• Leave the From date blank to see all Certs with dates up to the To date you entered.

• Leave the To date blank to see all Certs with dates beginning at the From date up to the current date.

You cannot save a date range as an agency or user default view.

Named Prefix From/To

Use to display Certs for name ranges.

• Leave the From prefix blank to search from "A".

• Leave the To prefix blank to search to "Z".

If you select a prefix with Master as the display option, AMS360 ignores the display option and returns all Cert holder names that meet the name range criteria selected.

You cannot save a name/prefix range as an agency or user default option.

Policy

Use to display Certs for a specific policy.

You cannot save a policy number as an agency or user default option.

Save as Agency Default View

Use to save the view options you have selected as the agency default for all users when you click Apply.

This option appears only if you have proper authorization.

Save as User Default View

Use to save the selected view options as your default when you click Apply.

Apply

Use to apply any new Cert view options to the Cert view.

Apply Default

Applies the last saved user, or agency default view options.

• If both exist, the user default takes precedence.

• If neither exist, then the system defaults are applied.

Change Requests Columns

What is This?

Form

Displays the type of form:

• AMS Change Request

• Commercial Policy Change Request.

To open the form, click the Form link.

Created

The date the Change Request was created.

When sorting by date created, AMS 360 uses the following hierarchy:

1. Created (date)

2. Policy #

The Change Requests sort in ascending order . To sort them in descending order click the Created header.

Policy #

The policy for which the Change Request was issued.

Transaction

The policy transaction for which the Change Request was issued.

Company

The company providing the policy coverage.

Request Type

The type of request issued.

Regarding

The information entered in the Regarding section of the Change Request.

Created By

The user who created the Change Request.

Confirmed

Use this check box to indicate if the request is completed by the company.

Update

After checking the Confirmed box in the grid, click this button to update the status of the Change Request.

Change Requests View Options

What's this?

Requests Created On or After

Enter a date or select from the Date Picker. AMS360 displays requests created on or after the date you select.

Policy

Use to display requests for one or all policies.

You cannot save a specific Policy as an Agency or User default view.

Include Confirmed Requests

Use to display all requests, confirmed or unconfirmed.

Save as Agency Default View

Use to save the view options you have selected as the Agency default for all users when you click Apply.

This option appears only if you have proper authorization.

Save as User Default View

Use to save the selected view options as your default when you click Apply.

Apply

Use to apply any new Change Requests view options to the Change Requests view.

Apply Default

Applies the last saved user, or agency default view options.

• If both exist, the user default takes precedence.

• If neither exist, then the system defaults are applied.

Claims Columns

What is This?

Loss Date

The date the loss occurred. Click this link to open the Claim data entry form for the selected loss.

The default sort for claims is:

1. Loss Date

2. Status

3. Policy Number

The claims sort in descending order. To sort them in ascending order click the loss date header a second time.

Reported

The date your customer reported the claims to your agency or the insurance company.

This date was entered in the Claims data entry form.

Claim #

The number entered for the claim. Click the claim number to open that claim.

Type

The line of business associated with the claim. You can sort claims based on this column.

If sorting by Type, AMS360 uses the following hierarchy:

1. Type

2. Policy Number

The first time you click the Type header the claims sort in descending order. Clicking the header again sorts them in ascending order.

Cause of Loss

The Cause of Loss selected when the claim was entered. You can sort claims based on this column.

If sorting by Cause of Loss, AMS360 uses the following hierarchy:

1. Loss Date

2. Policy Number

The first time you click the Cause of Loss header the claims sort in descending order. Clicking the header again sorts them in ascending order.

Claimant

Displays all contacts entered in the Claims data entry form with a type of Claimant.

Description

The Description of the loss. The field limit is 256 characters, and displays an ellipses (...) when there is more text than can be displayed. You can view the additional text on the Claim form.

Status

Displays whether the claim is Open, Closed, or Reopened. You can sort claims based on this column.

If sorting by Status, AMS360 uses the following hierarchy:

1. Status

2. Policy Number

3. Loss Date

The first time you click the Status header the claims sort in descending order. Clicking the header again sorts them in ascending order.

Policy #

The policy number associated with the claim. You can sort claims based on this column.

If sorting by policy number, AMS360 uses the following hierarchy:

1. Policy number

2. Loss Date

The first time you click the Policy # header the claims sort in descending order. Clicking the header again sorts them in ascending order.

Form

Lists the form number, name, and revision date of the form created for the claim in eForms Manager.

Claim View Options

What is this?

Date Range From/To

Use to display claims for loss date ranges.

• Leave the From date blank to see all claims with dates up to the To date you enter.

• Leave the To date blank to see all claims with dates beginning at the From date up to the current date.

You cannot save a date range as an agency or user default view.

Claim Status

Use to filter the claims view based on status. If you choose All Closed Types, then you will see the following:

• Closed

• Closed and hold

• Closed, in subrogation

• Closed without payment

• Closed, no claim

If you choose All Open Types, then you will see the following:

• Open

• Open, in litigation

• Open, hold for submission

Claimant Name

Use to filter the claims view based on a Claimant Name. You can use wild cards such as (*) in this search.

You cannot save a claimant name as an Agency or User default view.

Color Setup/Open Claims

Use these options to highlight open claims by changing their text and background colors:

Selecting either of these options take you to Microsoft's Color Selector. Select your color and click Apply.

Save as Agency Default View

Use to save the view options you have selected as the Agency default for all users when you click Apply.

This option appears only if you have proper authorization.

Save as User Default View

Use to save the selected view options as your default when you click Apply.

Apply

Use to apply any new Claims view options to the claims view.

Apply Default

Applies the last saved user, or agency default view options.

• If both exist, the user default takes precedence.

• If neither exist, then the system defaults are applied.

Title Bar

What is This?

Name

Name of the insurance/brokerage/fee/finance company associated with the customer. The Name is also a link that launches the Company Center.

Company A/P Columns

What is This?

Policy #

Displays the policy number associated with the transaction. Policy # is also a link that opens the Policy data entry form.

Description

Displays information from the invoice description field.

Type

If applicable, displays the Accounting Transaction Code that describes this transaction (either ABI Agency Invoice or BJE Beginning Balance Journal Entry).

If the transaction is a payment, displays the GL number to which the payment posted.

Inv #/Ref #

The invoice number associated with the transaction, if applicable; or the system-assigned reference number of the check, receipt, or journal entry transaction.

Check #

Displays the check # assigned, if a check payment was posted as part of the transaction.

Eff Date

The policy effective date.

GL Date

Date that this transaction posted to the general ledger.

Paid To Company

If transaction is a payment, displays amount paid to the company.

Agency Gross

Gross premium/non-premium for the invoice.

For Company BJE's (Beginning Balance Journal Entry), the Agency Gross will be 0.00.

Net Payable

Net premium/non-premium payable to the company for the invoice.

For Company BJE's (Beginning Balance Journal Entry), the BJE amount prints in the Net Payable field.

Total Paid

If transaction is an ABI or BJE, then this field displays the current total already paid to company.

Open Invoice

If the Net Payable amount does not equal the Total Paid, then an X appears in this field to indicate an open invoice.

Company A/P View Options

What is this?

Date Range

Select the desired date range from the Date Range list, and the corresponding dates appear in the Date Range From/To fields.

Policy

To display only those transactions associated with a certain policy, select it from the list of customer policies.

Company

To display only those transactions associated with a certain company, select it from the list.

Date Range From/To (mm/dd/yyyy)

Use to display transactions within a date range.

When you manually enter a date range in these fields, the Date Range field selection changes to User Defined.

Include Open Invoices

Check this box to include open invoices in the display. To filter out all open invoices, uncheck the box.

Include Closed Invoices

Check this box to include closed invoices in the display. To filter out all closed invoices, uncheck the box.

Apply

Applies any new view option to the Company A/P view.

Apply Default

Applies the last saved user, or agency default view options.

• If both exist, the user default takes precedence.

• If neither exist, then the system defaults are applied.

Save as Agency Default View

Checking this box applies any new view options as the Agency Default View when you click the Apply button.

This option is hidden unless you have Owner or System Administrator rights.

The Date From/To, Policy, and Company cannot be saved as a Default View.

Save as User Default View

Checking this box applies any new view options as the User Default View when you click the Apply button.

The Date From/To, Policy, and Company cannot be saved as a Default View.

Button

What is This?

Launches the Activity data entry form with the selected file attached.

You must select a file first by checking the Select box next to the file to attach. (You cannot Select documents that are managed through a third-party imaging vendor.)

Launches the Notes data entry form with the selected file attached.

You must select a file first by checking the Select box next to the file to attach. (You cannot Select documents that are managed through a third-party imaging vendor.)

Launches the Contacts selection form, from which you can assign recipients of an email message with the document attached.

You must select a file first by checking the Select box next to the file to send. (You cannot Select documents that are managed through a third-party imaging vendor.)

Creates a copy of the selected file which you can paste into Attachments or other Doc360 form; you can also paste the file into a network location outside the system.

You must select a file first by checking the Select box next to the file to copy. (You cannot Select documents that are managed through a third-party imaging vendor.)

Launches the Change Index Information data entry form for the selected document.

You must select a file first by checking the Select box next to the file for which you would like to view the form. (You cannot Select documents that are managed through a third-party imaging vendor.)

Document Columns

What is This?

Select

Check the Select box to include this document file in the action that you take next.

Example:

Check the Select box next to an image file related to a claim. Then, click the Activity button to open a claim Activity. The selected image file is automatically attached.

If your agency has enabled Doc360 features for third-party vendor imaging, then the Select checkbox is disabled for those documents managed using the third-party vendor. See Doc360 Setup > Doc360 Setup Sections > Third-party Integration Setup for more information.

Info

Click the Info icon to view the file's Document Information form.

Through Document Information, you can access the Change Index Information data entry form as well as view the Attachment Locations.

If your agency has enabled Doc360 features for third-party vendor imaging, then those documents managed using the third-party vendor are indicated by a unique icon that you set up. See Doc360 Setup > Doc360 Setup Sections > Third-party Integration Setup for more information.

Actions

The icons that you see in this column depend on your security access to the specific document, as well as whether you (or another user) currently has the document "checked out" of the system.

• View: Click to open and View the document in an application compatible with the documents' file extension.

If your agency has enabled Doc360 features for third-party vendor imaging, then View is the only Action available for those documents managed using the third-party vendor. Click to open the document using the third-party imaging application. (To enable this feature, see Doc360 Setup > Doc360 Setup Sections > Third-party Integration Setup for more information.)

• Edit: Click to open and Edit the document in an application compatible with the document's file extension. Edit "checks out" the document from the system, so that only one user can make changes at a time. You can revise the document, save, and close the outside application; then you can save the revised version of the document to the system by clicking the Save icon.

• Save: This icon appears only when you have the document checked out for editing. Click Save when you are ready to save and "check in" your revised version of the document.

• Open: The Open icon only appears when you have the document checked out for editing. Opening the file re-launches the document in the outside application; use it if you have closed the outside application, but you are not ready to save the revised document back to the system.

File Name

The name of the document in the system, as entered on the Document Distribution form, the Attachments form, or the Change Index Information form.

If your agency has enabled Doc360 features for third-party vendor imaging, then the default File Name is Third-party Document. You can modify this using the Change Index Information data entry form.

Doc Type

Describes the document's type of correspondence in relation to its applicable business transaction.

Description

The document description, as entered on either the Document Distribution form, the Attachments form, or the Change Index Information form.

Ref #

The unique system-assigned reference number.

The key to the number's prefix sequence is: [2-digit year]+[2-digit month]+[2-digit day].The number's suffix is system sequential for the day.

Example: You attach a file to an Activity on April 3rd, 2006. It is the fifteenth file to be processed in the agency system that day. The system assigns this reference number to the document: 060403-15.

Index 1
Index 2

Index word or number, based on your agency-defined indexing method.

Index information is entered on either the Document Distribution form, the Attachments form, or the Change Index Information form.

Policy #
Claim #

If the document is attached to a Claim Activity, then the applicable Policy number and Claim number appear in these columns.

Received

The date that the document was imported into the system.

History

If you have the proper security rights, you can click the Document History icon to view the History form, which displays all the actions that have been taken on the document file within the system.

Documents View Options

What is this?

Files up to ___ days old

Select this option to see Documents from a date in the past equal to the selected number of days old, up to the current system date. The default number of days is 90.

If you use this documents date option, then all other date fields are cleared.

Date Range From/To (mm/dd/yyyy)

Choose a date range by keying in the desired range into the From/To date range fields or use the Date Picker.

If you use this document date option, then all other date fields are cleared.

• If a From date is entered, then return all documents where the received date is equal to or greater than the date entered.

• If a To date is entered, then return all documents where the received date is equal to or smaller than the date entered.

• If no From date is entered, then assume the beginning system date, or system low date (sql low date).

• If no To date is entered, then assume infinity, or the system high date (sql high date).

Security Classification

To filter only those documents with a specific security classification, select the classification from the list.

With the exception of the Unrestricted classification, you must be authorized to view or edit specific document security classifications in Security Group Setup. Unless you have Full Access to Restricted (Hidden) documents, these are hidden from system view and won't appear on the tab.

Doc Type

To filter only those documents of a specific type, select it from the list.

Doc Type describes the document's type of correspondence in relation to its applicable business transaction.

Claim

To filter documents associated with a specific claim number, select the Claim from the list.

Policy

To filter documents associated with a specific Policy Number, select the Policy # from the list.

Effective Date

To filter documents associated with a specific Effective Date, select the Effective Date from the list.

File Name

To filter your view to include a specific document, enter the file name of the document, as entered on the Document Distribution form, the Attachments form, or the Change Index Information form.

You must enter the name exactly as appears in the system.

Ref #

To filter your view to include a specific document, enter its unique system-assigned reference number. You can also filter for the six-digit prefix.

Index 1
Index 2

To narrow view options by index entry, enter the first few letters or numbers of the index keyword.

Index information is entered on either the Document Distribution form, the Attachments form, or the Change Index Information form.

Description Keyword(s)

To narrow view options by description, you can enter a sequence of letters that appears in the Description of the document(s) you want to view.

A document's Description information is entered on the Document Distribution form, the Attachments form, or the Change Index Information form.

Include Target List Form Letters

To include Target List form letters in your results, check this box.

Include eForms

To include eForms in your results, check this box.

Include eForms Attachments

To include attachments associated with integrated forms from eForms Manager, check this box.

Maximum # of Records Returned

Select the maximum number of records returned:

• 100

• 500

• 1,000

• 1,500

• 2,000

• 5,000

• 10,000

• Unlimited

Apply

Applies any new view option to the Documents view.

Apply Default

Applies the last saved user, or agency default view options.

• If both exist, the user default takes precedence.

• If neither exist, then the system defaults are applied.

Save as Agency Default View

Checking this checkbox applies any new view options as the Agency Default View when you click the Apply button.

This option is hidden unless you have Owner or System Administrator rights.

Date Range and Policy cannot be saved as a Default View.

Save as User Default View

Checking this checkbox applies any new view options as the User Default View when you click the Apply button.

Date Range and Policy cannot be saved as a Default View.

EPI Columns

What is This?

Reference #

The system assigned EPI number. You can sort EPIs by reference # by clicking the header.

When sorting by reference #, AMS 360 uses the following hierarchy:

1. Reference #

2. Issue Date

The EPIs sort in ascending order . To sort them in descending order click the Reference # header.

Click the Reference # to open the EPI master record.

EPI Policy #

The policy number for which the EPI was created appears in this column.

Interest

The Additional Interests (AI) attached to the EPI.

• If the display option is Master, only master records display and the Interest field is blank.

• If the display option is Master with Interest, then the Interest names appears on the AI rows. The Master row is blank.

Click the Interest to open the EPI for that interest.

Description

The description is as follows:

• For a Master record, the description of operations displays.

• For an Interest record, the EPI holder description.

Issued Date

Master Record:

The date the master record was created.

Additional Interest Records (AI):

The AI records display the specific AI issued date.

You can sort EPIs by Issued Date by clicking the header. When sorting by issued date, AMS360 uses the following hierarchy:

1. Issue Date

2. Interests within the Master record.

The EPIs sort in ascending order. To sort them in descending order click the Issued Date header.

EPI View Options

What's this?

Display

Use to display only Master or all Master with Interest records (original EPI record with all of its additional interest records).

Issued Date From/To

EPI - No Holders Attached

Use to display based on the last changed date.

EPI - Holders Attached

Use to display Certs/EPIs for date ranges.

• Leave the From date blank to see all EPIs with dates up to the To date you entered.

• Leave the To date blank to see all EPIs with dates beginning at the From date up to the current date.

You cannot save a date range as an agency or user default view.

Named Prefix From/To

Use to display EPIs for name ranges.

• Leave the From prefix blank to search from "A".

• Leave the To prefix blank to search to "Z".

If you select a prefix with Master as the display option, AMS360 ignores the display option and returns all EPI holder names that meet the name range criteria selected.

You cannot save a name/prefix range as an agency or user default option.

Save as Agency Default View

Use to save the view options you have selected as the agency default for all users when you click Apply.

This option appears only if you have proper authorization.

Save as User Default View

Use to save the selected view options as your default when you click Apply.

Apply

Use to apply any new EPI view options to the EPI view.

Apply Default

Applies the last saved user, or agency default view options.

• If both exist, the user default takes precedence.

• If neither exist, then the system defaults are applied.

Detail Rows

What is this?

Actions

The buttons appear based on your security authorization. The only actions available for the invoice transactions are:

• V - Void

• CI - Correct Invoice

• GL - View general ledger

This is one of the places where invoices generated from the Direct Bill Entry statement can be corrected. The other is the Customer Center > Register.

You cannot correct them from a posted Direct Bill Entry Statement

Invoice

The invoice number assigned to the invoice transaction, including a suffix for multi-entity billing.

If the invoice is billed via the Customer Center, it is linked to a copy of the printed invoice form.

If it is billed via Direct Bill Entry or Direct Bill Commission Statement it is not linked to the printed invoice form, because no such form exists.

GL Date

The date the transaction posted to the general ledger.

Eff Date

This is the invoice effective date.

Policy #

This is the Policy # of the transaction.

• If the Policy # is from the Policy System, then it is linked. Click the link to open the policy.

• If the Policy # is entered into the Policy field on the Direct Bill Entry statement, then it is an Accounting-Only Policy. Since these policies are not connected to the Policy System, it is not linked.

Division

This is the Division assigned to the invoice.

Posted By

The short name of the employee who posted the invoice.

This may not be the same person who entered the invoice. In the event of a suspended billing, whoever clicks Post on the billing form is the one whose short name appears here.

Prem/Non Prem

This is the total premium (all lines of business) and non-premium (all charge types) for the invoice.

Down Payment

If the customer makes a down payment on the invoice and you want the payment to reflect on the Invoice form in the balance due area, use the Down Payment (memo only) charge type when entering and posting the invoice.

This charge type is memo only. The total invoice amount, less the down payment, posts to the general ledger when the Invoice is posted. Then, a Cash Receipt for the down payment is posted as a separate transaction.

Finance

The dollar amount of premium/non-premium that is financed.

Print Date

The date the invoice is printed.

Source

This is the source of the transaction:

• Direct Bill - Customer Center

• Agency Bill - Customer Center

• Direct Bill Commission Statement

• Direct Bill Entry Statement

Posted

Indicates whether the invoice is posted Y (Yes) or N (No).

View Options

What is this?

Date Range

Choose your date option from the list. The choices are similar to ones available when print accounting reports.

AMS360 uses your date range option selection and the current fiscal period to determine the invoices to display.

Date Range From/To (mm/dd/yyyy)

Use to display invoices for date ranges.

• Leave the From date blank to see all invoices with dates up to the To date you entered.

You cannot save a date range as an agency or user default option.

Save as Agency Default View

Use to save the view options you have selected as the Agency default for all users when you click Apply.

This option appears only if you have proper authorization.

Save as User Default View

Use to save the selected view options as your User default when you click Apply.

Apply

Use to display suspense that meet the criteria you have selected from the View Options section.

Apply Default

Applies the last saved user, or agency default view options.

• If both exist, the user default takes precedence.

• If neither exist, then the system defaults are applied.

Note Columns

What is This?

(Attachments)

The paper clip icon appears if the Note includes one or more file attachments.

Unless you are granted security rights, you will not see the icon for attachments classified as Hidden (Restricted). For more information about document security, see the topic Workflow: Set Up Doc360 Security.

Priority

The priority of the note (e.g., normal, critical, low).

Date

The creation date of the note. The default sort for notes is by date in ascending order. No other sorts are available.

The first time you click the Date header the notes sort in ascending order. Clicking the header again sorts them in descending order.

Type

The following types of notes display:

• Policy

• Conversion

• Customer

• Claims

Policy #

Appears if the type of note is policy or conversion.

Claim #

The claim number and loss date appear if the type of note is claims.

Note

The text of the note.

Purge Date

The date selected for the note to be purged.

View Options

What is This?

Date Range From/To

Use to display notes for date ranges.

• Leave the From date blank to see all notes with dates up to the To date entered.

• Leave the To date blank to see all notes with dates beginning at the From date to the current date.

You cannot save a date range as an agency or user default view.

Include Only Notes with Attachments

Use to display only those notes that include one or more document file attachments.

File attachments are accessible via the Attachments link on the Notes data entry form.

Include Policy Conversion Notes

Use to include Policy Conversion type of notes in the view. The default for this option is unchecked.

Conversion Notes are fields from converted customer and policy records that cannot be mapped to a specific field in AMS360. To prevent the loss of this information it is written to a note.

Purge Date Range From / To (mm/dd/yyyy)

Choose a date range by keying in the desired range into the Purge date range fields.

If you use this note date option, then all other date fields are cleared.

• If a From date is entered, then return all notes where the notes Purge On date is equal to or greater than the date entered.

• If a To date is entered, then return all notes where the notes Purge On date is equal to or smaller than the date entered.

• If no From date is entered, then assume the beginning system date (sql low date).

• If no To date is entered, then assume infinity, or the system high date (sql high date).

Maximum # of Records Returned

This feature allows you to choose the maximum number of records returned on any individual search. You can choose:

• 100

• 500

• 1,000

• 1,500

• 2,000

• 5,000

• 10,000

• Unlimited

Save as Agency Default View

Use to save the view options you have selected as the agency default for all users when you click Apply.

This option appears only if you have proper authorization.

A date range cannot be saved as a Default View.

Save as User Default View

Use to save the selected view options as your User default when you click Apply.

A date range cannot be saved as a Default View.

Apply

Use to apply any new Notes view options to the Notes view.

Apply Default

Applies the last saved user, or agency default view options.

• If both exist, the user default takes precedence.

• If neither exist, then the system defaults are applied.

Payment Columns

What is this?

Receipt Date

The date the payment is received. The default sort for payments is by date in descending order.

Click the Receipt Date header to sort payments in ascending order.

Deposit Date

The date the payment is deposited. You can sort by deposit date in ascending order by clicking the Deposit Date header.

The first time you click the Deposit Date header the payments sort in ascending order. Clicking the header again sorts them in descending order.

Amount

The total for each payment. You can sort by amount in ascending order by clicking the Amount header.

The first time you click the Amount header the payments sort in ascending order. Clicking the header again sorts them in descending order.

A payment is normally a credit. If the payment is a debit, then a minus (-) sign appears before the entry.

Example: NSF Check.

Type

The type of payment. Payment types can be:

• Check Payment

• Cash

• Credit Card

• Electronic Funds Transfer (EFT)

• Debit Card

You can sort by type in ascending order by clicking the Type header.

The first time you click the Type header the payments sort in ascending order. Clicking the header again sorts them in descending order.

Check #

The check number appears in this column if the type of payment is Check Payment and the number was entered in the original receipt. You can sort by check number in ascending order by clicking the Check # header.

The first time you click the Check # header the payments sort in ascending order. Clicking the header again sorts them in descending order.

Description

The description entered for the payment.

Printed

A number appears here if the receipt was printed for the payment. An "N" in this column indicates that no receipt was printed.

View Options

What is This?

Date Range

Select the desired date range from the Date Range list, and the corresponding dates appear in the date range From/To fields.

Date Range From/To

Use to display payments for a date range. When you manually enter a date range in these fields, the Date Range field changes to user defined.

You cannot save a date range as an agency or user default view.

Save as Agency Default View

Use to save the view options you have selected as the agency default for all users when you click Apply.

This option appears only if you have proper authorization.

Save as User Default View

Use to save the selected view options as your User default when you click Apply.

Apply

Use to apply any new payment view options to the Payments view.

Apply Default

Applies the last saved user, or agency default view options.

• If both exist, the user default takes precedence.

• If neither exist, then the system defaults are applied.

Policy Columns

What is this?

Click to expand and display the transaction detail lines for the policy. You can also left-click anywhere on the policy header line, except the underlined policy number, to view the transactions for the policy.

To perform an action (renew, endorse, cancel, compare, eForm, claim, etc.) with a policy, you must first select it in the grid. To select a policy, right-click anywhere in the Policy Header row. A dark box appears around a selected policy. Right-click the Policy Header row again to de-select it.

Declaration Page View

A basic summary of customer information, lines of business, risks, coverages, and premiums. Clicking this button on the policy row opens the Dec Page View in a new browser window.

• Click the Dec Page icon in the main or master row to view a summary of the policy as of the latest transaction.

• Click the Dec Page icon in a transaction row to view policy detail at the time of that transaction.

For more detailed information on this feature see Dec Page View.

Notation

A notation is a quick reference to information about the policy. It is selected from a pre-set list in the Basic Policy information section of the Policy data entry form.

Status

The status identifies whether the policy is:

• Active

• Cancelled

• Expired

• Non-Renewed

• Not Taken

• Renewed

• Rewritten

The status is selected in the Basic Policy information section of the Policy data entry form.

Term

The effective and expiration dates for the policy. The policies in the table sort by expiration date in descending order and then by policy number. This is the only sort available for policies.

Type

The policy type (BOP, Monoline, Package) or line of business (if entered).

TransactNOW

If the company has been set up for TransactNOW, the icon appears here. Click the icon to connect with the company's database to inquire about billing and claims for this policy.

Additional set up is required before you can use this feature. For more information see TransactNOW Setup.

Policy Number

The policy number assigned by the company. Click the policy number to open the Policy data entry form.

Company

The writing company's short name.

Description

The description entered in the Basic Policy Information section of the policy.

Tran Eff

The effective date for the most recent policy transaction.

Type of Billing

The code in this column identifies the policy as Agency (AB) or Direct (DB) billed.

Cost

The total of all premium and non-premium (fees and taxes only) amounts for the entire policy.

This total does not include items marked "Do not include in premium totals," except when the How Bill method is Direct Bill Entry. This type of billing is added to the Cost of Insurance when you post the Direct Bill Entry statement.

Billed

The total of all "billed" premium and non-premium amounts for the entire policy, excluding binder transactions that have been replaced.

Link/Button

What is this?

Collapse All

Click this link when you have expanded Policy rows and want to close them all at once.

Expand All

Click this link to open all Policy rows.

xx

This button appears only if your agency has enabled Doc360 features for third-party vendor imaging. Click to launch the third-party imaging application.

This button displays unique icon that you set up.

For more information about how to set up this feature, see Doc360 Setup > Doc360 Setup Sections > Third-party Integration Setup.

Click to open the Compare Policies/Submissions data entry form.

To select a policy from the grid to use for the primary comparison, right-click anywhere on the Policy row, except the policy link, before clicking Compare.

Click to open the Endorsement data entry form for the selected policy.

To initiate an Endorsement for a specific policy, right-click anywhere on the policy row, except the policy link, before clicking Endorse.

Click to open the Create Renewal/Rewrite Policy data entry form for the selected policy.

To initiate a Renewal for a specific policy, right-click anywhere on the policy row, except the policy link, before clicking Renew.

Click to open the Cancellation data entry form for the selected policy.

To initiate a Cancellation for a specific policy, right-click anywhere on the policy row, except the policy link, before clicking Cancel.

Policy Columns

What is this?

Declaration Page View

A basic summary of customer information, lines of business, risks, coverages, and premiums for the transaction. Clicking this button on the main or master policy row opens the Dec Page View for the policy as of the transaction, in a new browser window.

Click the Dec Page View icon in the header row to view a summary as of the latest transaction.

Tran Eff Date

The effective date for the policy transaction.

Transaction

The type of transaction entered for the policy.

Description

The description entered for the policy transaction.

Tran Prem

The total of all premium and non-premium (fees and taxes only) amounts for the policy transaction. This total does not include items marked "Do not include in premium totals."

Billed

The total of all "billed" premium and non-premium amounts for the policy transaction.

View Options

What is This?

Status

Use this option to filter policies by the following:

• All (default)

• Active

• Cancelled

• Expired

• Non-Renewed

• Renewed

• Rewritten

• Not Taken

Term

Use this option to view policies based on term. The options are:

Type

Use to filter policy records by a line of business..

Select First Policy

Check this box to automatically select the policy that appears at the top of the grid. By selecting the policy you can performing certain functions and inquiries on it.

Include Premium Amounts on Dec Page View

Check this box to display premium in the Dec Page View.

Include Underwriting / Rating on Dec Page View

Check this box to display the underwriting and rating information in the Dec Page View.

Color Setup

Selecting either of these options take you to Microsoft's Color Selector. Select your color and click Apply.

Display

Save as Agency Default View

Use to save any new policy view options as the agency default for all users when you click Apply.

This option appears only if you have proper authorization.

Save as User Default View

Use to save any new policy view options as the User default when you click Apply.

Apply

Use to apply any new policy view options to the policy view.

Apply Default

Applies the last saved user, or agency default view options.

• If both exist, the user default takes precedence.

• If neither exist, then the system defaults are applied.

Profile Columns

What is this?

Type

The type of business to which the question applies. The types are as follows:

• All

• Commercial Lines

• Non-Property & Casualty

• Personal Lines

Question

The question created in Profile Question Setup.

Answer

The answers to the profile questions for this customer. The answers are entered in the profile section of the Customer data entry form.

Policy Header Rows

What is this?

Policy #

This is the policy number.

If the policy is from your Policy System, it has a link that opens the policy.

If the policy number is an Accounting Only Policy, it does not have a link because the policy does not exist in your policy system.

Accounting Only Policies are created when you enter, as opposed to selecting, the policy number in a Direct Bill Entry statement.

Term

The effective and expiration dates of the policy.

Company

The company name and broker name, if applicable, display.

Broker

Business Unit

There is a column for each business unit your agency has setup (e.g., division, branch, department, group). This represents the business unit assigned to the policy.

Balance

The total policy accounts receivable balance.

Detail Rows

What is this?

Actions

The actions available for the transaction. The buttons appear based on your security authorization.

This is one of the places where invoices generated from the Direct Bill Entry statement can be corrected. The other is the Customer Center >  Invoice tab.

Invoices created in the Direct Bill Entry statement only have three Action buttons.

• V - Void

• CI - Correct Invoice

• GL - View general ledger

Adv

An invoice with this indicator is currently advanced.

GL Date

The date the transaction posted to the general ledger.

Inv#

The system-assigned invoice number. Click this link to view the invoice form sent to the customer.

Invoices created from Accounting Only Policies do not have a link to the invoice form.

Type

Accounting Transaction Code for the item. If the code appears in blue and is underlined, it is a link to view the general ledger postings for that transaction.

If the invoice is generated from the Direct Bill Entry statement, then the transaction type is CEI.

Binder

For invoice detail rows, the word binder appears in this field if the policy transaction associated with the invoice has not been replaced.

Otherwise, this field is blank.

Eff/Ref#

For invoice detail rows this is the invoice effective date. For receipts, checks, or journal entry detail rows this is the system-assigned reference number of the transaction.

Tran

The Policy Transaction Code.

Description

The description entered on the original invoice, receipt, check, or journal entry.

NonAR

The amounts that appear here include direct bill invoices (all methods), receipts and checks for direct bill deposits and future invoices. These are not included in the accounts receivable balance for the customer.

Amount

The transaction amount. The total of these amounts equal the account balance (accounts receivable balance).

If your agency uses Business Unit Split, you may see zero balance invoices on the register. These invoices changes to Business Unit Split allocation for previously billed invoices.

Actions

What is this?

V

Use to void the transaction. For more information see the following topics: Voiding an Invoice, Voiding a Receipt, Voiding a Check or Voiding a Journal Entry

These actions appear based on your security access. See your System Administrator for more information.

C

Use to copy a transaction. For more information see the following topics: Copying a Check or Copying a Journal Entry

GL

Use to View General Ledger Postings for an invoice (invoice, receipts, checks, and/or journal entries) and to Post Future Invoices.

CK

Use to issue a check for return premium to the customer or a check to an insurance company for a direct bill deposit. See the Checks topic for more information.

W

Use to create a journal entry to Waive a Late Charge or Invoice Small Balance.

A

Use to create a journal entry to Apply Money Between Invoices or On Account.

JE

Use to open a customer journal entry form so you can adjust an invoice balance, offset to other general ledger accounts.

R

Use to enter a cash receipt for the item. See the Receipts topic for more information.

AC

Use to build and pay an account current for the selected invoice. See Paying a Single Invoice on an Account Current Statement for more information.

CI

Use to correct an invoice. For more information see the Correcting Invoices topic.

View Options

What is this?

Date Range

Choose a pre-defined Date Range by selecting from the list, or choosing the Date Range "User Defined", and keying in the desired range in the From/To date range fields.

Open Invoices

The Register view shows all transactions for open/unpaid invoices and future invoices even if they are outside the date range selected. There is no row limitation.

Closed Invoices and Non A/R Invoices

All zero balance invoices with a Closed Date that are within the date range selected and non A/R invoices that have a GL Date within the date range selected, appear in the Register View. There is no row limitation.

An invoice gets a Closed Date when it reaches a zero balance and daily process is run.

Date Range From/To

Use to display a range of dates for the register items.

You cannot save a date range as an agency or user default option.

Show Only Agency A/R Detail

Check this box to exclude non accounts receivable detail.

Non A/R items are direct bill deposits, direct bill invoices, and future agency-billed invoices.

Save as Agency Default View

Use to save the view options you have selected as the Agency default for all users when you click Apply.

This option appears only if you have proper authorization.

Save as User Default View

Use to save the selected view options as your User default when you click Apply.

Apply

Use to display register items that meet the View Options selection criteria.

Apply Default

Applies the last saved user, or agency default view options.

• If both exist, the user default takes precedence.

• If neither exist, then the system defaults are applied.

Statement Columns

What is this?

Close Date

The end date (as of) for the customer statements.

Date Processed

The date the statement was created The default sort is by date processed in descending order.

To sort in ascending order, click the date processed header.

Statement Total

The total of all items appearing on the statement.

Sub-customers Columns

What is this?

Name

The name of the Sub-customer. AMS360 displays the Firm name, if one exists. If not,the Last, First and Middle name display. If both exist, then the Firm name is displayed.

Address

The Sub-customer address as entered in Customer Setup.

Phone Number

The phone numbers entered for the Sub-customer including:

• Business (B)

• Residence (R)

• Cell (C)

• Pager (P)

• Fax (F).

Email

The email address for the Sub-Customer as entered in Customer Setup.

Sub-customers View Options

What is this?

Name Prefix From ___ To ___

To view all Sub-customers in a specific alphabetical range, enter the beginning and ending ranges here.

Apply

Use to display Sub-customers that meet the criteria you have selected from the View Options section.

Apply Default

Applies the last saved user, or agency default view options.

• If both exist, the user default takes precedence.

• If neither exist, then the system defaults are applied.

Submissions Group Columns

What is this?

Group #

The number assigned to the Submissions Group when it was first created.

Click the Group # to open the Submissions Group data entry form.

Group Date

The date the Submissions Group was first created.

Policy Columns

What is this?

Declaration Page View

A basic summary of customer information, lines of business, risks, coverages, and premiums for the submission transaction.

Clicking this button on a Submission row opens the Dec Page View for the submission as of the most current transaction in a new browser window.

Company

The writing company to which the submission was sent.

Submission #

The number assigned to the submission when it was created.

Tran Eff Date

The effective date for the submission transaction.

Transaction

The type of transaction entered for the submission.

Last Activity

The description of the most recently entered activity for the submission transaction.

Last Quote

The total of all premium for the most recent transaction, including future.

Full Term Premium

The amount entered in the Full Term Premium field in Basic Policy Information.

Submissions View Options

What is This?

Group Date Range From/To

Enter a range of dates for the Submission Groups.

• If you enter a From date only, AMS360 returns submission groups from the selected date up to today's date.

• If you enter a To date only, AMS360 returns all submission groups up to the selected date.

You cannot save a date range as an Agency or User default view.

Submission Status

Use this option to filter submissions by status:

• Active

• Cancelled

• Expired

• Not taken

Display

Include Premium Amounts on Dec Page View

Check this box to display premium in the Dec Page View.

Save as Agency Default View

Use to save any new Submissions view options as the Agency default for all users when you click Apply.

This option appears only if you have proper authorization.

Save as User Default View

Use to save any new Submissions view options as the User default when you click Apply.

Apply

Use to apply any new Submissions view options to the submissions view.

Apply Default

Applies the last saved user, or agency default view options.

• If both exist, the user default takes precedence.

• If neither exist, then the system defaults are applied.

Suspense Columns

What is this?

Due Date

The due date for the suspense item. The default sort order for suspense is due date in ascending order. To sort them in descending order click the due date header.

To view a suspense item, click its due date to open the Activity/Suspense form.

Priority

The priority assigned to the suspense item. The options are

• Critical

• Normal

• Low

You can sort suspense by priority by clicking the header. An arrow appears to indicate the suspense items are being sorted using this column.

If sorting by priority, AMS360 uses the following hierarchy:

1. Priority

2. Due Date

The first time you click the priority header the suspense items sort in ascending order. Clicking the header again sorts them in descending order.

By

The short name of the employee who entered the suspense.

To

The short name of the employee that the suspense is assigned to.

Action

The action assigned to the suspense. You can sort suspense by action by clicking the header. An arrow appears to indicate the suspense items are being sorted using this column.

If sorting by action , AMS360 uses the following hierarchy:

1. Action

2. Due Date

The first time you click the action  header the suspense items sort in ascending order. Clicking the header again sorts them in descending order.

Policy

If the suspense is attached to a policy, the policy number appears here.

You can sort suspense by policy by clicking the header. An arrow appears to indicate the suspense items are being sorted using this column.

The first time you click the policy header the suspense items sort in ascending order. Clicking the header again sorts them in descending order.

Description

The detail entered when the suspense was created.

Company

The company selected when the suspense was created.

Complete

A check here indicates the suspense is complete. To mark a suspense complete, check the Complete checkbox and then click Update.

Update

View Options

What is this?

Due dates up to ___ days beyond the current date.

To view all suspense that will become due within a specified number of days in the future, enter the number here. Valid entries are 0-999. The default setting is 30.

Date Range From/To (mm/dd/yyyy)

Use to display suspense for date ranges.

• Leave the From date blank to see all suspense with dates up to the To date you entered.

You cannot save a date range as an agency or user default option.

Status

Use to filter suspense items by status. The options are:

• Completed

• Not Completed (default)

• All

Action

Use to filter suspense items by action. The options are:

• A specific Action.

• All (default)

Priority

Use this option to filter suspense items by priority. The options are:

• All (default)

• Critical

• Normal

• Low

Color Setup/ Due Today & Past Due

Use these options to highlight suspense items due today or past due by changing their text and background colors:

Selecting either of these options take you to Microsoft's Color Selector. Select your color and click Apply.

Maximum # of Records Returned

This feature allows you to choose the maximum number of records returned on any individual search. You can choose:

• 100

• 500

• 1,000

• 1,500

• 2,000

• 5,000

• 10,000

• Unlimited

Save as Agency Default View

Use to save the view options you have selected as the Agency default for all users when you click Apply.

This option appears only if you have proper authorization.

Save as User Default View

Use to save the selected view options as your User default when you click Apply.

Apply

Use to display suspense that meet the criteria you have selected from the View Options section.

Apply Default

Applies the last saved user, or agency default view options.

• If both exist, the user default takes precedence.

• If neither exist, then the system defaults are applied.

X-Dates Columns

What is this?

X-Date

The Expiration Date of the policy that your agency does not currently write.

Interest

The Interest level of the customer in placing the business with your agency.

Line of Business

The Line of Business for the policy that your agency does not currently write.

Premium

The current Premium of the policy that your agency does not currently write.

Company

The current Company on the policy that your agency does not currently write.