Updates in version 5.9.07 released on 1st September 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

Updates in version 5.9.0 released on 12th July 2010

For All users we’ve added new icons with a more modern look, more user-access rights, and a much improved web-link facility (to display policies, client details, valuations and fact finds from your own website).

For our General Insurance customers we've improved the Motor quotes screen so you can now manually enter the proposer (or risk) address, as opposed to having it default to the client's address. In a similar way we've also updated the Household quotes so you can now send the "Different Contact Address" to Insurecom instead of it using the client's address as the postal one.

For our Life & Investments customers we’ve updated the Valuations reports, which can now be printed with a header page and with user-definable colour banners, etc. Should you wish to stay with the old layouts they've been retained too. We've also updated the "Durell" and the "Full" fact find layouts to rev 5. Please delete all previous versions of these unless you've edited them to create your own. Our link to Webline (life quotes) and Analytics (investment analysis) have also been improved.

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

Updates in version 5.88 released on 13th April 2010

For All users we’ve added the option of using the third-party paperless office systems from Docuware and Invu. In Durell's own Document Viewer we've added a new “Auto find” button that automatically finds and links all documents in the current client’s folder and sub-folders. There are also new reports to print individual diary appointments, and to list the journals in the accounts.

For our General Insurance customers we have completed the Aviva credit check but are still waiting for it to go live. To quote Insurecom "The next stage is for Aviva to put rules in place so that Durell brokers are pushed towards the new Aviva Powerpoint Plus scheme. Once this is done Aviva will activate Durell brokers for the new scheme. There will be a lead time for Aviva to make the changes to their products." Be assured there will be absolutely no delay on the part of Durell. The marine screens have also been enhanced.

For our Life & Investments customers we’ve added a range of new mortgage types, complete with compliance dates and reporting, along with a new contract enquiry with Avalon for on-line valuations.

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

Updates in version 5.72 released on 23rd February 2010

Life & Investments - Financial Express
Durell is currently negotiating with Financial Express regarding the cost of a fund price feed to Durell members. A single feed via Durell would be cheaper than individual feeds, which currently cost around £50 per month each. Depending on the number of subscribers we might be able to offer this for around half that price. If you are interested, please email me indicating what would be your preferred figure and you maximum figure for this service. The benefits are (1) to keep your list of all funds and their prices up to date, and (2) to allow you to compare fund performances via graphs. Although it also allows you to revalue using the current price (as described above) it cannot tell you the current number of units, for which you would still need either to phone the investment company or use on-line Contract Enquiry.

General Insurance - Accounting Developments
Your Durell program should soon be able to produce an RMAR report (using the accruals method) in the layout suggested by the FSA in its "Guide to Client Money for General Insurance Intermediaries". Our ultimate aim is to print this report for you with all figures filled-in, though for now I'm afraid you'll still have to extract the figures from a number of separate reports (see below).

To this end we recently developed the Sales Ledger Listing report to be able to show figures as they were on a given date (e.g. a previous year end, or period end), i.e. it will now show what commission was in suspense, transferable or earned at any historic date. The Sales and Purchase Ledger Listing reports are also particularly useful for auditors trying to ascertain all the individual transactions that make up the year end totals in the Trial Balance.

You can already get listings for your Debtor and Creditor Controls at an historic date (via the Reports button on the Main Menu, then the Accounts tab). However until this release it was difficult to get a listing of just your Finance Sources, such as Premium Credit, Close Brothers, etc. This update creates a new address set specifically for Finance Sources, and automatically moves your existing finance source records (as specified by your F1 to F5 posting methods) into it, so they can be now be listed separately on the Aged Debtor report.

In forthcoming updates we'll be adding further developments to identify and report on (1) cleared and un-cleared money in the bank account (i.e. via "ticked" entries) and (2) co-mingled commission types (i.e. for brokers having both risk transfer and non-risk transfer agencies). Once all these items are in place we should then be able to produce automatic RMAR reports suitable for most brokers.

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

Updates in version 5.69 released on 9th February 2010

Life & Investments - Financial Express
Durell is currently negotiating with Financial Express regarding the cost of a fund price feed to Durell members. A single feed via Durell would be cheaper than individual feeds, which currently cost around £50 per month each. Depending on the number of subscribers we might be able to offer this for around half that price. If you are interested, please email me indicating what would be your preferred figure and you maximum figure for this service. The benefits are (1) to keep your list of all funds and their prices up to date, and (2) to allow you to compare fund performances via graphs. Although it also allows you to revalue using the current price (as described above) it cannot tell you the current number of units, for which you would still need either to phone the investment company or use on-line Contract Enquiry.

General Insurance - Accounting Developments
Your Durell program should soon be able to produce an RMAR report (using the accruals method) in the layout suggested by the FSA in its "Guide to Client Money for General Insurance Intermediaries". Our ultimate aim is to print this report for you with all figures filled-in, though for now I'm afraid you'll still have to extract the figures from a number of separate reports (see below).

To this end we recently developed the Sales Ledger Listing report to be able to show figures as they were on a given date (e.g. a previous year end, or period end), i.e. it will now show what commission was in suspense, transferable or earned at any historic date. The Sales and Purchase Ledger Listing reports are also particularly useful for auditors trying to ascertain all the individual transactions that make up the year end totals in the Trial Balance.

You can already get listings for your Debtor and Creditor Controls at an historic date (via the Reports button on the Main Menu, then the Accounts tab). However until this release it was difficult to get a listing of just your Finance Sources, such as Premium Credit, Close Brothers, etc. This update creates a new address set specifically for Finance Sources, and automatically moves your existing finance source records (as specified by your F1 to F5 posting methods) into it, so they can be now be listed separately on the Aged Debtor report.

In forthcoming updates we'll be adding further developments to identify and report on (1) cleared and un-cleared money in the bank account (i.e. via "ticked" entries) and (2) co-mingled commission types (i.e. for brokers having both risk transfer and non-risk transfer agencies). Once all these items are in place we should then be able to produce automatic RMAR reports suitable for most brokers.

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.

Updates in version 5.67 released on 22th January 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.

Updates in version 5.64 released on 4th January 2010

A major new development in this release is the revised Document Viewer, which now stores both documents and scanned images in client folders in a new overall folder called DOCUMENTS (i.e. that replaces DOCS and SCANS). Please refer to our Help section Set-up, File Paths and in particular to Set-up, Client Document Folders. As explained in this Help, you may alternatively keep all of your client folders as they are in SCANS, and simply move your documents into them. To do so, immediately after the update reset the default document directory to your old scans one, and tick the option to set it for all users. Then when you use the "Manage Doc Folders" button to re-locate your existing linked documents clear all the ticks relating to scans (i.e. leave the scans unchanged). If in doubt please phone our Help Desk on 01823-334142 before starting.

Another new development is that you can now easily switch between Account Sets, so for example, you can now post some policies in Euros while posting others in Sterling or Dollars.

The setting-up of access rights in the "Set-up Users" program has also been much improved, with the addition of context sensitive help and a new print option.

For all customers the "Regular Payments & Retainers" program now has a new user-definable scrolling view, while a Commission Refund facility (i.e. against fees and retainers) has been added for IFA users.

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.

Updates in version 5.59 released on 4th November 2009

For all customers this update includes a new optional link to Webline for life protection business, much of which is unregulated. Provided your business takes-up 36 such policies per year through Webline this service will be FREE - but if less than 36 then it'll cost £120+VAT pa (which is still cheaper than The Exchange). For more information double-click the following... Webline set-up and Webline usage. Note that taking-up 36 policies per year is different from taking-up 36 policies through Webline, and only the latter will result in free Webline usage.

Another very useful new facility is the option to remove expired, matured or similarly "dead" policies from the scrolling view of all policies. In reality they're just temporarily hidden - but this makes the display much clearer. For more information double-click... Policies, Scrolling View

For our General Insurance customers we've added a new credit-check routine (via Insurecom), which when accepted may result in a lower quote from Aviva, who are also offering 2.5% extra commission until next February 1st on their new Personal Best product (previously Powerpoint). Finally they are also introducing their own new premium credit facility. Although all these facilities have been developed technically in Durell, they will only come into effect when Aviva switch them on. Household EDI renewals should also now be running smoothly.

For our Life & Investment customers we've substantially improved the Funds Held report, and added a new link to Analytics (available from Financial Express) for the sophisticated analysis of investment portfolios. We've also completed the programming of four new planners that will run directly from the fact find routine (you may notice their icons on the Factfind Menu), but are delaying their release for a few weeks, until matching fact finds are available to drive them.

All Users

Added new facility for (mainly unregulated) life protection quotes and on-line take-up via Webline

Selected policies (e.g. all expired) can now be hidden in the scrolling view (via policy stage)

Selected products (e.g. Mini ISAs) can now be made unavailable when creating new policies

Added option in Ledger Listing to repeat header of multi-line invoices (improves export to Excel)

Emails and all documents at last are all correctly sequenced by date & time

Emails with very long subject lines now get truncated so they can appear in the Doc Viewer

Added a new website field on the Suppliers screen

Fixed the Diary when repeating appointments for multiple contacts

Individual Clients can automatically be added to the web-link if their associated Business Client is set-up accordingly

Life & Investments

Funds Held report can now be searched by fund type and sector

Funds Held report can now be set to just a mailshot selection of clients

Added link to Analytics for the sophisticated analysis of investment funds

The “Alternative Valuation” report can now value all clients or a mailshot selection

Non-unitised investment policies with transaction lines now get correctly re-valued

The Fact Find “Standard Answers” button now protected by access right for “Factfind Setup”

The Fact Find setup is now more reliable

General Insurance

Added credit check option to Insurecom link, which may result in more competitive Aviva quotes

Added new link to Aviva to allow 2.5% extra commission for 3 months re new Personal Best pols with Aviva premium credit

Added two new screens for Drivers and Vehicles in Commercial Fleet policies

Added the latest (October 2009) list of vehicle makes & models

Insurecom EDI Household Renewals now fully functioning

Fixed the Insurecom download of documents for MMA

Added new product type “Other / Key Cover”

Improved the Control Report (was missing Marine policies and now defaults to policy figures)

Web-link setup now available in Durell’s General Broker (to display info on your website)

Special

New Bordereau for BIB

Monthly Report and RWL fixed, plus new joiners get auto added to web-link for Churchills

New factfind for Medical Life

Updates in version 5.45 released on 11th August 2009

For all customers this update includes improvements to the diary (e.g. appointments for multiple contacts can be created for multiple users), the accounts reports and the Document Viewer (e.g. which now correctly sequences emails).

For our General Insurance customers we've added a new Gross Written Premium report, which should be particularly helpful to Cobra Network members (click: Reports, General, Gross Written Premiums (CSV) ). The Commercial screens can now be sequenced as well as selected per product type (click: General, Set-up Defaults & Commercial Insurance Screens ), and a new facility has been added whereby you can create default policies with all standard data pre-populated (click: General, Set-up Default Policy Data ).

For our Life & Investment customers we've added a new Investment Transactions report, which for example, can be used to help with Capital Gains Tax calculations (click: Reports, Life, Investment Transaction Trail ). We've also added a facility for recording SCC clients e.g. elderly ones under someone with power of attorney (click: Clients, SCC (Special Category Clients) ).

We've already completed new planners for Lifetime Cash Flow, Life Cover and Inheritance Tax, which all run directly from data entered in the Fact Finds. We've decided to hold these back till later in August, at which time we hope to release them with two further planners for Pensions and Mortgage Repayments. By then we hope to also have available extensive on-line Help and some purpose-made Fact Finds, which will be specifically focused on the different topics.

Life & Investments

Added a new report (Reports / Life tab) to list investment transactions (e.g. to calc a client's CGT)

Added ability to record details of SCC (Special Category of Client) clients with associated report

Contract enquiry setup is now per user, not per company (required by UNIPASS)

When you add an ISA the system warns if the client already has one in the same tax year

It is now possible to post commission from an investment switch

Reports for Pipeline, Proposed, Submitted, Issued & Commission Received now have..
one new option to show commission totals for all advisers and leads
another new option to select policies via advisers or leads on the commission screen

Where a policy has a name in “Also in factfind for” it may also appear in that client’s factfind

General Insurance

Added a new Gross Written Premium report (useful for for Cobra members)

When policies are deleted you may now either discard them or pass them to the History file (for reports)

Three extra fields added on the Commercial / Liability & Wages screen

Commercial screens can now be sequenced (via Setup / General Insurance / Commercial)

You can now pre-populate policies with default data (via Policies Screen / Signpost / Policies)

Extra professions have been added to the list on the Commercial / PI screen

Setup option added to allow MTAs to be created in 1 hour's time rather than at 1 am tomorrow

Pipeline Report now has...
one new option to show commission totals for all advisers and leads
another new option to select policies via advisers or leads on the commission screen

Insurecom now reports the source of business (required by Insurecom) as website or local

The “Awaiting” dates are now available for quotes and re-brokes

Quotes based on existing policies may now optionally have the dates passed to them

Option added on Bordereau to exclude not-posted policies

Long company names no longer cause the Bordereau report to fail

All Users

The Doc Viewer now saves emails by date and time, so they appear in the right order

You can now enter address lines up to 50 characters long (first 40 chars displayed)

Added Email buttons on the Doc Viewer (for the two email addresses)

Added an option to delete the original file when deleting links from the Doc Viewer

New Diary entries can now be repeated periodically (e.g. every 30 days) or on a given day of the month

New Diary entries can now be replicated for multiple contacts as well as multiple users

You can now right-click policies to add a note that appears bottom left of the Policies screen

The Statements program now has a signpost button option to add comments

The Aged Debtors report (with ledger detail) now shows policyholder as well as policy number

The Ledger Listing report can now include the text descriptions of multiple-line invoices

Special

Churchills : bespoke RW letter modified

Homecall : auto-pass addresses to Boiler Service address set checked, but found fix not required

GB Financial - option added to change WOL policies into pensions

NHFA : new prospects now have adviser’s email & phone passed to Other phone 1 and 2

NHFA : Remittance csv file for HSBC now has no quotes, spaces instead of zeros, correct line count, & 20 char pols

NHFA : Added SCC details and report

Updates in version 5.40 released on 27th April 2009

For all customers this update includes an entirely new facility for sending and receiving SMS text messages direct from your Durell client records (for details click " Durell Manual / Set-up, SMS Text Messaging "). We've also improved the diary regarding multi-user actions.

For our Life & Investment customers we've added Axa to our list of companies for on-line valuations, and also a number of options to significantly improve the on-line valuation process (for details click " Durell Manual / On-line, Faster Valuations ").

For our General Insurance customers we've added a new Policy Trail report to show clients their policies and MTAs along with premium details. We've added options to the main reports so that net premiums can be displayed on an equal footing (e.g. before or after IPT - for details click " Durell Manual / Reports, General, Getting Consistent Figures " for details), and we've also added a number of new additions to the Commercial screens.

Life & Investments

Options added for faster on-line valuations which can now...
- clear all of a contract's existing fund transactions before updating
- remember and automatically re-match the downloaded fund names
- pass all new prices to the Fund history file for subsequent graphs, etc
- total and print downloaded values without having to pass them to the policy
- use a new "Basic" valuation which doesn't require a full transaction history

Submitted, Written & Pipeline reports now have an option to show all advisers or main one

On-line valuations are now possible with Axa

On-line valuations now work where the name on your UNIPASS includes an ampersand

A new fact find is available for members of the Financial Ltd network

The fact find can now incorporate details from up to 15 policies (previously 9)

General Insurance

Bordereau, Percentage of Business and Control reports now display same premium values

Added new Policy Trail report (per client) to list all policies and MTAs with premium details

Added the latest list of vehicles and other ABI codes

Added new Commercial Insurance screens for...
- Contract Works / Plant
- Claims Experience
- Liability and Wages
- Perils and Clauses
- Security and Protection
- Behavioural Conditions
- Sums Insured and Liability
- Turnover and Wageroll

Made Commercial screen for "Declinations and Warranties" more user-definable

Added new fields on Commercial screens for "Trade & Cover Details" and "Main Premises"

Added new product types for...
- Commercial / Traders Combined
- Commercial / Contractors Combined
- Commercial / Contractors Plant
- Commercial / Property Owners
- Commercial / Engineering Inspection
- Commercial / Fleet
- Other / Road Risks

Added "On this policy" field on motor MTAs to indicate claims were made against this policy not another

All Users

Added a new facility to send and receive SMS texts (like on mobile phones)

New diary entries can now be forwarded to other users

Changes to a diary entry made for multiple users can now be applied to all of them

Diary entries can now be repeated for multiple contacts

Special

Created automatic reason why letter for Churchills

Created Net Worth Statement for Platinum

Updates in version 5.30 released on 17th February 2009

Life & Investments

Added Word templates for the Durell Factfind (rev 3) and the New Mortgage Factfind

Added button to print the results of an on-line valuation immediately after the download

Added tick-box on investments to identify cases under Court of Protection Deputyship

Improved the link to Trigold Prospector for mortgage quotes (and added setup for file path)

Added new version of the Durell fact find (rev 3) that now loads data from policies

General Insurance

The default Renewal Date is now one year in the future instead of today

Compliance date for "Posted to accounts" is now set by the system and is thus read only

Re-instated Docs in and Docs out dates in "Awaiting" pop-up for Commercial insurance

Added option on Bordereau report to display either Gross or Nett Premium after NCD

Added new Help section re "Verify Client Bank Account"

All Users

Added new Help section for "TCF"

Doc Viewer can now find Excel 2007 files, type xlsx [Word 2007 was already supported]

Special

Added HSBC reconciled commission csv file (Columbus project)

Corrected totals in the Sales Analysis report for the NHFA

Adjusted the Fees and Monthly Report regarding colours, fonts & lines (Churchills)

Updates in version 5.26 released on 29th January 2009

Life & Investments

Re-instated ability to post life policies to the accounts

Added Durell Rev2 fact find to replace Durell Rev1 (please delete earlier versions)

General Insurance

Improved stability of Bordereaux report, that crashed with certain selections

Re-instated ability to take-up Household policies

Cancellation of Household policy via EDI now works

Motor Trader renewals now bring forward driver & vehicle details

All Users

Re-instated link to Excel 2000

Prevent update failure caused by the Diary program staying active

Updates in version 5.25 released on 27th January 2009

Life & Investments

Contract enquiry now available with Canada Life for on-line valuations

New Help section added re Setup Contract Enquiry (important for Canada Life)

Added notes for setting-up contract enquiry with Clerical Medical

“Policy” buttons on the new fact find will now copy policy details into the fact find

Made various improvements to the new Durell fact find, now called Durell (rev 1)

Pipeline and similar reports now show adviser initials even if the adviser gets no commission

Factfind data fields for multiple clients (mailshot selection) may now be sent to Word or Excel

General Insurance

Added new compliance system with “Awaiting” field & Compliance Daybook report

New Help re General Insurance Compliance Dates (Awaiting)

Added historic data to the Bordereaux & Control Report

Household data field for “Total Amount of Valuable Items” can now be manually over-ridden

Added a Help button to explain Valuable Items in Household policies

The premium for Household MTAs now gets correctly passed to the Durell Premium screen

Added a field for Hazardous Goods on the Commercial Vehicles policy screen

Certificates for CV policies can now show Address Line 1 or 2 as owner of policy

If you jump to Claims from one client's policies you now only see that client's claims

Added a new product type called “Other / Breakdown Cover” for AA & RAC policies, etc

The Renewal Checklist now automatically includes stage "Active, invite received"

Insurecom Quote Details for taken-up quotes are now auto-saved in the Doc Viewer

Insurecom Quote Details for other quotes now have to be saved manually via a Save button

Insurecom Quote Details for household now includes info about valuables & flat roof area

Insurecom List of Quotes now has to be saved manually via a Save button

All Users

Web-link report now pops-up automatically when a new client or proposal is added

Fixed problem where new diary entries would hang if they had no start and end times

Cashbook now adjusts adviser commission in proportion to changed insurer commission

Fixed Fee Timer when creating timed entries in the diary

PowerPoint documents may now be linked to the Document Viewer

Added a button to automatically set the End Time for client and policy notes

All of the Compliance Dates (also called Awaiting) may now be passed to Word documents

TCF report now optionally shows total time spent per client

TCF report now includes complaint details

New Help added re TCF report (n.b. how to add Claims Notes)

Policy docs & scans no longer get lost when passing policies from one client to another

To avoid licensing problems the Copy User in Setup / User no longer copies Insurecom setup

Special

Web-based quotes for commercial vehicles now include the Hazardous Goods field

General Insurance commission defaults can now be passed to existing policies (Homecall)

Fixed “First Cont Date” in Monthly Payroll report (Churchills)

Multiple lines can now be selected for Fee Notes (Churchills)

Updates in version 5.19 released on 9th December 2008

Life & Investments

Added a new “Durell” fact find (independently designed by the Durell User Group)

Added a warning in the Cashbook when paying advisers for non-compliant policies

Added option to clear old Monthly Commission transactions without posting them

Reports such as Issued Business now show multiple advisers instead of just the main one

Fixed the KPI report, which was not including Terminated policies correctly

On the Funds screen of investment policies the funds may now be sorted by Date

General Insurance

Fixed incorrect premiums for Provident renewals

Added latest list of Insurecom makes & models

All Users

Added a TCF report to show earnings versus the work done for a customer

Added a range of new options to Setup / Fee timers, including the VAT rate

You may now specify the number of decimal points for the 12 user-definable numeric fields

Fixed the data import routine to include mortgages when merging Durell users’ databases

Fixed routine to pass commission rates from the Setup / Adviser screen to all policies

The Outlook Add-in will now work with 64 Bit versions of Windows (and Windows Server)

Removed third-party Flash facility (as it suffered too many incompatibility problems)

Special

Added a data transfer routine from Plum Software (Access based version)

Developed special version of Fee Timer report (Churchills)

Updates in version 5.08 released on 30th September 2008

Life & Investments

• Integration with Trigold (see Help topic “Mortgage Cases with Link to Trigold”)

• Financial Adviser Remittance Advice in the Cashbook now shows correct renewal commission

• Now possible to print valuations for clients who also have general insurance policies

• Non-investment life policies no longer appear in the valuation report

• SASS valuations now correctly include all variations

• Added a data field to be used by Word for the Cofunds portfolio ref number (see Help topic “Investments, Portfolio Ref Nos (eg Cofunds”)

• The “Funds Held” report can now list funds held by each client per adviser

• You can now merge investment policies (when you delete one you’ll be prompted to pass its notes and funds to another)

• In Setup / Field Names you can now set the number of decimal places for each of the 12 numeric Addition Mailshot fields

General Insurance

• Implemented new procedures for MTAs and renewals, as specified by Insurecom

• Fixed the five separate property addresses on the Commercial Properties screen

• Fixed problem with Insurecom renewal invites from RSA being declined

All Users

• The Document Viewer now displays linked pdf files as “Adobe pfd” instead of “Document”

• System no longer leaves orphaned cashbook entries for journals deleted from the Bankbook

Special

• Developed the “Numbered Brochure” search on the Additional Mailshot fields screen (NHFA)

• Re-developed Payroll spreadsheet (Churchills)

• Added longer notes to the Claim Job Sheet (Homecall)

• Contacts for home emergency claims can now be found by their policy’s postcode (Homecall)

Updates in version 5.05 released on 28th July 2008

Life & Investments

Removed spurious client reference numbers appearing on the valuation report

General Insurance

Renewal policies may now be given a finance payment method (payment methods F1 to F5)

All Users

Option in Adviser Setup to reset commission rates now works for renewals as well as policies

New section added to Help screens (under Reports) explaining how to setup RMAR reports

Updates in version 5.04 released on 23rd July 2008

Life and Investments

Added templates for RMAR P & L and Balance Sheet reports

Now displays the client ref for Co-funds on the policy screen and valuation reports

On-line valuation of pensions now includes both protected and non-protected rights

Added options to re-value and print valuations by mailshot selection

Option to pass compliance details from one policy to another now includes all data

General Insurance

White “Notes” button on toolbar now works on all Household policy screens

Re-broked Household policies now start at 00:01 rather than the current time

Insurecom Referrals & Declined no longer include all companies unless “Open Market” selected

Date field on Household pop-up to Edit Claim may now be adjusted

Insurecom policies now refer to Setup/General Insurance to get the invoice date (Today or On-risk)

Added templates for RMAR P & L and Balance Sheet reports

Photographic policies
Fixed renewal NCD for photographic policies
Added prof indemnity to liability cover in photographic policies
Added prof indemnity details on bordereau for photographic policies
Fixed premium table for photographic policies

Added latest car makes and models

Deleted claims are now fully removed (no longer reappear in linked Word docs)

Special

Added branch names and sort codes to Sales Analysis report for NHFA

Valuations with investments in trust are now correctly grouped for Fogwill & Jones

Updates in version 5.02 released on 30th June 2008

Life and Investments

The funds list has been fixed re transferred-out and closed funds that were the wrong way around

General Insurance

The Date field on pop-up for Household Claims may now be edited

The Invoice date for policies taken-up via Insurecom is now as set in Setup/General Insurance

Where an MTA has a sales invoice of zero value the remaining purchase invoices may now be posted

All Users

Added the "Other phone" and "email" fields to Setup /Import

Fixed link to Word, which was not picking-up all the records for "All Sets, mailshot = Y"

Stopped diary from displaying all memos when logging in

Stopped pop-up appearing with message “No version information available”

Updates in version 5.00 released on 18th June 2008

All Users

New look main menus with themes for backgrounds and buttons

Rename button in the Doc Viewer now shows the filename and path, and allows re-selection

You can now retrospectively link a scheme policy to a client

Extra option added to Client Notes report to list all address sets

Extra options added to Diary listing for “Time Spent” (e.g. to list fees entered by all users)

Life

Clerical Medical investments may be re-valued via on-line contract enquiry (from July 14th)

Standard Life investments may be re-valued via on-line contract enquiry (from July 14th)

The commission screen now allows repeat consultancy fees to post periodically (e.g. monthly)

Life commission invoice date now defaults to the policy start instead of the date entered

Top-up investment events (with compliance) now appear in compliance reports

Variations and top-up investment events now appear in KPI reports

Financial Adviser Remittance may now report by financial year (in addition to calendar year)

Reinstated missing note fields in fact find

New fact find system now allows multiple fact finds to be saved on same date

New fact find system no longer crashes when moving quickly through sections

New fact find system no longer sometimes incorrectly jumps to the previous section

General

New “Signpost” option added for Leads & Advisers to reset commission rates in existing policies

Latest car makes and models added to dropdown selections

Special

Routine added for Home Call to load policy data

Created Management Info and HSBC Allocations reports for NHFA

Updates in version 4.72 released on 23rd April 2008

Life and Investments

New on-line valuation routine load funds, units and prices into brand new policies (without existing fund details)

Added new Mortgage Fact Find (requires new fact find system)

General Insurance

Added new Mortgage Fact Find (requires new fact find system)

Fixed the problem with EDI cancellations that have zero-value premiums

Motor quotes with errors (previously disappearing) now listed as “Declined”

All Users

New on-line Help system works via the Internet, so is always up to date

Updates in version 4.67 released on 2th April 2008

Special

Further additions to fields on NHFA Commission Analysis report (csv file)

General insurance premiums funded by Tactica will not be added to the tactica csv file till the “WEB” temp ref is changed

Life and Investments

Indemnified liability period (in months) can now be entered on the Setup / Product screen (i.e. on a per product basis)

Fixed data transfer from old fact finds to new system

Fact finds cannot now be changed locally while also on the web-link

Fact finds now prompt to save the current page on exit (n.b. all other pages are saved by default)

Added a £Standard answers” button to create default answers for new fact finds (e.g. set field to “N/A” instead of blank)

The web-link report now includes fact finds

All Users

Fixed locking problem when setting-up new mail shot dropdown fields

Updates in version 4.65 released on 26th March 2008

Special

More improvements for Churchills Monthly Report

Extra fields added to the NHFA Commission Analysis report (csv file)

Life and Investments

Optionally added the new fact find system (n.b. user must activate this via the Setup screen)

The title "Miss" has been added to the dropdown for "Policy held by"

The Commission Analysis report (that creates a csv file) now includes the

General Insurance

Percentage of Business report now shows figures for premiums as well as commissions

The start date and time for renewals by EDI is now synchronised with the insurers

The monthly Instalments report now shows the policy holder as well as the insurer

All Users

While a client record is on your website a "world" icon is displayed next to its "Search name"

Now possible to copy address records between non-client address sets

The Document Viewer now supports XIF graphic files (requires third party viewing software)

Updates in version 4.63 released on 11th March 2008

Special

Further developments for the Monthly Report for Churchills

Life and Investments

A button has been added to pass a revised fund name to all affected contracts

General Insurance

The Percentage of Business (by Type, Insurer, etc) report now works correctly

All Users

The web-link log may now be printed

Updates in version 4.62 released on 4th March 2008

Special

Fixed Churchills "Salary" date field to accept dates in the future

Added postcode search for Gas Fitters for Homecall

Life and Investments

Added "Dr" to list of "Policy held by" options

Fixed the "New Business Compliant" tick box so that it links to the correct user-name

Fixed non-unitised fund holdings to appear in revaluations

General Insurance

Fixed the "Directors & Officers" product so that screens can be linked to it

All Users

Fixed diary so that it correctly displays the selected user

Updates in version 4.61 released on 29th February 2008

Special

Created Monthly Report for Churchills via a Word template

Life and Investments

Valuation Report can now be run from the "Reports" button on the Durell Main Menu

Stopped Fin Express downloads from blanking-out sector names (a further fix may be required)

Monthly commission renewals now work correctly

All Users

System now correctly returns to the original client record after exiting from a partner or other linked record

Fixed the Sales and Purchase Ledgers (which were stopping after a given number of entries)

The print-out of a Client's Personal Details can now include the additional mailshot fields

Mailshot markers are now set per user (not globally, as before)

System now retains the last-used address set when creating invoices

Added option to remove date from Compliance Details report

Updates in version 4.58 released on 24th January 2008

General

Fixed Monthly Installments report

Added standard Posting Defaults for type IN (same as CH)

Added extra checks and messages re household policies with zero contents

Fixed .csv output file for Tactica Premium Credit

Latest motor vehicles added

Life and Investments

Added alternative valuation report with different layout

Added option to show funds in pie chart on alternative valuation

Added Signpost option in individual Policy screens to display on-line Contract Enquiry details

Fixed Group Scheme screens which were mistakenly displaying "Beneficiary" fields, etc

Fixed standard Posting Defaults for type DD

All Users

When sending an email the prompt to save in Durell now is always on top

Web-link report has been fixed

Web-link now does not crash if you try to update a record with blank DOB

Web-link is now available on a secure server at no extra cost

Updates in version 4.56 released on 7th January 2008

Fixes

Fixed commission screen, which no longer defaults all investments to "Indemnified" and no longer sets renewal commission to "None"

Fixed system so it no longer crashes on one of the Fact Find screens

Life and Investments

Added on-line contract enquiry (i.e. automated re-valuations) for Selestia

Now possible to select historic fact find data to pass to Word (i.e. to print an historic fact find)

When merging the transactions of two investment contracts (by deleting one and passing its transactions to the other) the system now also passes the compliance and commission details.