The key element in this update focuses on an

• improved management of item removals during endorsements.

Deleting the sole item within a specific product during a policy endorsement now triggers a warning pop-up informing the user that removing the last item will also delete the associated product entirely and that this action is irreversible.

This release also includes a section on various bug fixes, addressing issues related to batch payments, policy cancellations, and payment entries.

2025.12 Enhancements - Bug Fixes

This release gathers several enhancements for the Portfolio functionality. Key improvements include

• a renewed layout for the policy list within Portfolio Edit, making it more user-friendly with added columns for better visibility. A significant new feature allows
• operating directly on quotes and policies from the Portfolio Edit screen, enabling seamless workflows for approvals and renewals of multiple policies belonging to the same portfolio. Additionally,
• a Portfolio Balance Overview section has been added for quick access to financial summaries within the portfolio.

Various fixes for issues related to quotes, payments, claims, and policy management are also part of this release.

2025.11 Enhancements - Bug Fixes

This release introduces

• expanded options for searching for clients, such as by tax, business numbers, vulnerable status, and
• the ability to designate mandatory fields on client profiles to ensure complete data capture. Additionally,
• users will now receive a pop-up message to confirm item deletions.

Other updates involve showing both the basic policy name and risk item on claim details, plus a new currency field for bank accounts, in configurations supporting multi-currency operations.

Bug fixes for closed transactions in the accounts, Custom Attributes in reports and info displayed within the financials are also included.

2025.10 Enhancements - Bug Fixes

This release focuses on several user interface updates within client records and improved data validation. Specifically, the system now

• introduces several new fields in client screens, such as "Trading Name", "Preferred Language", together with the ability to flag vulnerable clients, and
• prevents users from entering certain special characters in text-based policy clauses.

The bug fixes included in this release address various issues across different modules, including accounting, financials, payments, transactions, and client management.

2025.9 Enhancements - Bug Fixes

Some of the key elements in this update are around improved user experience, enhanced through the addition of

• A "Claims" tab in the Client screen for a a complete view of the insured’s status, and the
• extended functionality of the "Associations" panel for easier access to policy-related info.

Finally, the included bug fixes address specific issues related to journal transactions, multiquotes, cancellations, migrated policies, WHT and financial record keepin

2025.8 Enhancements - Bug Fixes

Key themes in this release include

• enhanced readability in search screens by conditionally displaying count boxes for associated items, and
• improved financial management through a new "Outstanding" column in batch receipts. Additionally, the release introduces
• new fields in the Client screen, specifically "Insurer ref" in the Transactions tab and "Insurer Quote Reference" in the Quotes tab, to provide more comprehensive information.

This update also addresses specific errors related to batch receipts, payments, and wordings.

2025.7 Enhancements - Bug Fixes

The key focus for 2025.6 is on enhancing accuracy and efficiency by

• ensuring the readability of monetary values in client-related tabs and
• an improved management of outstanding amounts in batch receipts
• automating task assignment to the logged-in user and
• providing enhanced visibility of risk carrier information within client transactions.

Finally, it includes a technical update regarding the storage of client branch details and better handling of fees when changing carrier contracts in multiquote.

2025.6 Enhancements - Bug Fixes

2025.5 introduces a key feature for

• pro-rating fixed amount taxes in premium adjustments, allowing users to toggle whether such taxes are applied proportionally to the coverage period or in full.

Several bug fixes address issues within policy extensions, batch payments, cancellations and portfolio, plus minor technical changes for invoice splitting.

2025.5 Enhancements - Bug Fixes

This release offers enhancements specifically focused on cancellations, wordings and policy taxes, including an

• updated tooltip functionality within the "Tax Configuration" area, offering users clear guidance on allocating taxes at different levels, and
• addresses issues related to policy cancellations involving extensions, aiming to prevent unexpected validation errors.

Finally, 2025.4 offers an improved management of policy wordings for enriched policies.

2025.4 Enhancements - Bug Fixes

This release focuses on refining existing functionalities, such as

• financial adjustments now inheriting the basic policies of the adjusted version and
• improving the user experience when using the JAVLN email functionality for comms about policies and claims.

Bug fixes address issues related to endorsements and the application of policy clauses.

2025.3 Enhancements - Bug Fixes

This update focuses on enhancements to receipts and payments, searches and premium adjustments.

Key improvements include:

• a new search parameter for additional policy holders in quote and policy searches, along with
• improved visibility of outstanding amounts for future-dated policies within payment screens. Additionally,
• Premium adjustments for fixed-amount taxes now feature a read-only "Pro-Rata amount" checkbox.

Bug fixes address issues related to editing quote extensions, adding existing policies to renewed portfolios, displaying cancellation types, and resolving an error during quote search reloading.

2025.2 Enhancements - Bug Fixes

This update improves payments and receipts, client searches and the application of policy clauses.

Key improvements include:

• adding the "Client Payment Date" column and "Date Paid" field for clearer transaction tracking
• the introduction of cancellation reasons and notes for receipts and payments
• additional fields for client searches

Bug fixes address policy/quote issues, clients & claims searching, and issues across endorsements, multiquote, clients, and reports.

2025.1 Enhancements - Bug Fixes