Program Update 2010
A summary of the main changes, additions and corrections in the latest release of the Durell Solutions product.
Update: 5.9.07 | Released:01/09/2010
All Users
In Accounts / Setup added signpost option to re-assign policies to a different account set
In prospects, etc, the Record / Move or Copy facility now optionally copies all mail shot fields
In statements added tick-box option to display policyholder on the printed report
The Document Viewer “Auto-find” button now adds files at their original file date
The Complaints reports are working again
Added a “Refresh” button on the Diary toolbar to update appointments
Nominal Ledger Transaction Trail (single entry to Excel) now has correct Debit & Credit values
Updated the icons on the toolbar
General
In Marine policies cruising parameters are now back in a dropdown, but of a very long length
All commercial screen data fields are now correctly passed to Word
On second page of Claims (via Edit button) phone and fax numbers now appear for contacts
The Percentage of Business report for General Insurers now includes lead’s commission based on percentage of the premium
In Private Motor added a Green Card counter with Setup facility for setting and incrementing numbers
On all Premium screens added a discount calculator
On the Policies screen added a new search by Vehicle Registration
Life & Investments
Compliance Daybook and Policy KPI reports now both based on “Compliance checks” date
Added new screen for Occupational Pensions
Contract Enquiry no longer re-values sold or switched-out funds
Added an option for setting a contract’s initial value after a contract enquiry
Fixed the cash fund re contract enquiry with the Avalon wrap
Added new fact finds (Rev 6) and financial planners that run directly from the fact find data for..
- Inheritance Tax Planning
- Pension Shortfall
- Life Cover Calculation
- Lifetime Cashflow
Update: 5.9.0 | Released:12/07/2010
All Users
New icons on all Main Menus (with background and border options via Setup / Main Menu)
Added Access Rights to control Switching Account Sets
New option in Setup / Filepaths allows multiple pdf files to be opened if using Foxit pdf reader
Aged Debtors report has new option to group totals by adviser
Improved Web-link report now shows all changes rather than just conflicting ones
New Setup / Client Notes option to pre-populate Date, Time & Complete-by in new notes
Auto find button in Document Viewer now excludes PPThumb and Maxdesk files
Fixed occasional crashes when scrolling through an address set
Added option when printing diary memos to only include complete or incomplete ones
Changed default setting so diary amendments are automatically applied to multiple users
Fixed mailshot selection by Activity of Business (only applies to Business Clients)
Added a new single account Nominal Transaction Listing in Excel (i.e. not double-entry)
Added access rights to the TCF button
Fixed the access right to the Web-link report (which was previously doing nothing)
New client and valuation screens for web-link (which displays client data via your website)
Added a password to the web-link setup to prevent users corrupting their installation
Added access rights to use of the Auto find button in the Document Viewer
Life & Investments
Added new Valuations report with improved layout, extra options and coloured banners
Added revised fact finds “Full Fact Find (rev 5)”, “Durell (rev 5)” and “Planners Only (rev 5)”
Fact finds can now have headers, footers and automatic page numbers
Added product “Film scheme” to investments like a “Non-unitised plan”
Added products “Pension, Transfer stakeholder” and “Pension, Transfer group scheme”
Added access rights to the TCF button
Now keeps to the same inv type when finding funds during CE matching
Post Monthly Commission now starts renewal period correctly when there’s no initial period
Fixed link to Analytics
Webline quotes now include products with Guaranteed Rates as well as Reviewable Rates
Post Monthly Commission for advisers routine now correctly shows in Cashbook whether the policy commission has been received from the insurer
Added option to show premium on the Cashbook Remittance report for Financial Adviser
General Insurance
Added product “Other / Combined personal lines”
Changed the General Insurer Remittance to show On-risk date instead of inv date
Added latest makes and models of vehicles
Marine screen field for “Cruising Parameters” changed to a free format comments one
Added option to adjust the Proposer’s Address on Motor quotes
Added new all risk and liability options for Photographic policies
Added option to send the “Different Contact Address” to Insurecom as the postal address instead of the client’s address
When MTAs are posted the policy flag reverts to an “envelope” symbol until the MTA is paid
Special
NHFA - HSBC Allocations report developed, Enquiries report has been fixed, League Table reports by adviser and sales manager have been activated, and Life reports now show premium for investment accounts
Churchills - pre-populate group personal pensions and generate spreadsheet
Update: 5.88 | Released:13/04/2010
All Users
Added an auto-find button to the Document Viewer to automatically link docs in the current folder and sub-folder
Durell's Document Viewer can now link to files stored in both Invu and Docuware
Added a "Close" button to the Document Viewer
Added ability to print the current diary appointment
Added a report to print Journal Entries in the accounts
The Cashbook now displays associated postings for the current policy (e.g. to match introducer pay-away to policy invoice)
Client and policy notes can now be selected by introducer
Fixed the Standard Remittance in the Cashbook, which now shows the invoice number
Statements of account done per policyholder can now exclude purchase items
Adviser Commission report now has "Net of VAT" column (for VAT registered users)
The Notes field on the Insurer Details screen is now available to Word templates
General Insurance
On hold - Credit check option to the Insurecom link, which may result in more competitive Aviva quotes
Insurecom “Renewal Amend Risk” for household EDI policies now works correctly (i.e. no longer acts like a re-broke)
Added new Bordereau spreadsheet report that includes adviser commission
Marine screens now include fields with decimal places and “copy” buttons for the motors
The Sales Ledger retrospective listing of transferable commission has been fixed
The “On this policy” field has been added to the Insurecom Quotation Details report
Added Species of Tall Tree (near the home) to Household screens
Life & Investments
Added new mortgage types for Repayment, Equity release, Part interest and part repayment, Capital repayment, and Interest only
All investment top-ups are now included in the Compliance Daybook report
On-line valuations via contract enquiry are now available for Avalon
The Post Monthly Commission routine now posts previously un-posted single premium policies
Special
Fixed RWL & Monthly Report for Churchills International
Update: 5.72 | Released:23/02/2010
All Users
Invoice numbers can no longer be edited
Comments at the bottom of statements have been increased from one to two lines
The "Notes" field for advisers is now passed to Word, where it may be used to sign-off letters (e.g. with the adviser's name, title, qualifications, etc)
General Insurance
Added new screens for product types "Other / Marine, Yacht & Boat" and "Other / Marine, Commercial". All old data is retained and the new fields may be passed to Word for inclusion in marine policy schedules
Update: 5.69 | Released:09/02/2010
All Users
Invoice data fields are now available for use in Word templates (i.e. so you can create your own invoices for fees, policies, instalments and adjustments)
Some example invoice templates have been included, which you can tailor by adding your own style, logo, etc
Accounts statements can now be produced by Policyholder as well as by Name (useful where the policy is paid via 3rd party finance)
Lines you don't want to appear on a statement can now be temporarily "deleted" (though they'll re-appear each time you re-click "Display")
Free format notes can now be added at the bottom of statements (e.g. "Make cheques payable to....")
When reconciling payments and receipts in the Cashbook you can now enter the Reason why an invoice was adjusted
A new "Invoice Adjustments Log" report is available (via the Reports button on the Main Menu, then the Accounts tab)
The Personal Record report for Business Clients now displays the correct phone numbers
General Insurance
Added extra decimal places for the NCD% and IPT % (so that if you enter amounts instead of percentages the figures remain in alignment)
Fixed the report for "Net Premiums Not Received"
Added a new address set for Finance Sources (e.g. Close Brothers) so they can be listed separately in the Aged Debtors Report
Life & Investments
To re-value "on the fly" you can now double-click a fund on a policy's Funds screen, clear the Current figures for Unit price and Value, then click the "=" button. The system will now automatically retrieve the most recent price and its date from your funds (n.b. possibly updated via a data feed from Financial Express) and re-calc the total value.
Update: 5.67 | Released:22/01/2010
All Users
Ledger Listing Report will now list all items in one or more nominal accounts at a date so it can be used to itemise the Trial Balance, Profit & Loss report, etc. It now also includes totals for each nominal at the end.
The Setup Nominal Accounts screen now has a scrolling view with a green binoculars search function.
The Regular Payments & Retainers program now has a standard green binoculars search function.
The Complaints program now has a standard green binoculars search function.
Safeguards have been added to the “Re-locate Documents” routine, so it should now be impossible for documents to get lost during this procedure.
General Insurance
Motorcyclist can now get quotes from age 16 (previously limited to age 17).
On Compliance Daybook report the field for “Settlement received”. On Compliance Daybook report the field for “Settlement received”.
Added the latest car makes and models.
Life & Investments
The link to Analytics for investment portfolio analysis now sends the correct number of units where one fund appears in a number of different contracts.
The link to Analytics for investment portfolio analysis now sends the number of units where one fund appears in a number of different contracts.
Funds Held report now correctly shows funds selected via “Only show funds names starting with...”
“Revalue All Client Portfolios” now correctly re-values clients with non-unitised funds.
When running the “Post Monthly Commission” (to post drip and renewal commissions) there is now a “File / Print” option on the “Life Commissions” screen to print a list of the postings.
Update: 5.64 | Released:04/01/2010
All Users
The Document Viewer now stores all files in client folders within a single new folder called “Documents”. Existing images, emails and letters can either be left in “Scans” and “Docs”, or moved to the new combined one.
Regular Payments and Retainers now has a VAT calculator, a facility to print a list of all regular payments, an option to re-set the “Last Posted” date, and a new Scrolling View.
Setup Access Rights now includes context sensitive help for each individual right. There is also a new facility to print each user’s details showing all of their rights.
The Main Menu now displays Durell’s sales and support telephone numbers
The mail shot selectors for “Occupation” and “Business Activity” now accept values in upper and lower case.
On the screen for Sales Commission pay-aways the "No renewal commission for advisers" tick-box is now subject to an access right (and ditto for the introducer one).
The date for the Auto-Reconcile facility in the Sales Ledger (“Pile-of-Money” toolbar icon) now defaults to the current date instead of the invoice date.
The Setup Filepaths utility now automatically locates your version of Word.
The Web-link setup now has an option to print details of all currently selected records
It is now possible to change account set from the Accounts menu, without having to log-out. Moreover individual policies can be posted to different account sets (e.g. depending on whether they are in Euros, Sterling or Dollars, etc)
General Insurance
The insurer charge and insurer VAT fields on the General Insurance Premium screen can now hold negative values (i.e. to reflect insurer discounts other than NCDs)
The reference number of Renewal Amend Risk InsureCom policies can no longer be edited as InsureCom have complained that this causes problems with certain insurers.
A fix has been implemented to ensure all users have the same compliance dates and thus allow consistent reporting.
Investments, Life & Pensions
The fact find “View” button now displays a read-only version. To create or update a fact find you must use the “Revise” button, which now allows fact finds to continue being changed for a user-definable period (e.g. up to 7 days).
A new option has been added when posting commission for life, pensions, savings & investments to create a Sales Credit for the policy holder to contra against fees (which would be invoiced separately).
“Transfer of agency” has been added to the policy dropdown for “Source of business”
The on-line valuation option to print the list of downloaded funds no longer omits the final fund, and hence now displays the correct total value.
Three new product types have been added to Savings & Investments...“Life settlement”, “Account, structured for growth” and “Account, structured for income”.
Two new product types have been added to Pensions...“Occupational Money Purchase Pension” and “Occupational Final Salary Scheme”.
The usable fact find screen width has been increased from 580 to 650 pixels so that fields set to 100% wide fit an A4 page exactly. Also a Page Break item has been added to control the printed layout, and text may now be entered in paragraphs rather than a line at a time.
The fact find setup tool has been divided into a number of tabbed screens, with new facilities for fast preview, automatic backup and style changer.
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Durell provides solutions for IFAs and mortgage brokers, as well as general insurance brokers dealing in personal lines or commercial insurance. Its solutions include paperless office, complaint management, financial planners, factfinds, FSA compliance, diaries, contact management and accounting software. It is suitable for registered individual financial advisers, IFA networks and national IFAs. It includes a mortgage fact find and investment portfolio manager with on-line contract enquiry for instant valuations. It encompasses mortgage adviser software, mortgage broker software, wealth management software, back office software, financial planning software and software for independent financial advisers.
Software | Back Office | Financial Adviser | IFA | Provider | General Insurance | Life and Investments | Insurance Brokers | System | Database | Solution | CRM (Client Relationship Management Software) | Policy administration | Factfinds | Full Accounts | Pensions | Personal Lines | Commercial Insurance | Insurecom | Full cycle EDI | Online contract enquiry | Paperless office | Financial reports Durell's Life & General software is a combined back office paperless office system for advisers / brokers. It includes client information and accounts software with paperless office software for both financial advisers and general brokers. It is a paperless office software package with software for advisers and brokers, or a paperless office system for advisers / brokers. Also known as a CRM system with EDI, it is a combined System for IFAs and General Insurance Brokers and includes software for IFAs and Insurance Broker. Durell is Back Office Software with Insurance quotes. It is also IFA Software, which is software for Financial Advisers, also known as Back Office System for IFAs, CRM system for IFAs, Financial Adviser Software, IFA paperless office, IFA software, Financial adviser client software or IFA client database software. It includes fee timer software with retainers, which is ideal for RDR. Durell's "General Broker" software is EDI Software with a General insurance client database and paperless database for general brokers. It can be considered as Insurance software, General insurance software, General broker paperless office system, General Insurance Software with EDI, Software for Insurance Brokers, Back Office Software for Insurance Brokers, Insurance Broker Software or Software Solutions for Insurance Brokers.