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Status Proposed
Categories Suggestion
Created by Guest
Created on Jun 15, 2022

Additional way to change the Bill From Date

Currently the only way to change the bill from date is to go back into the statement date and change the bill from date on that entry. The problem with doing this is if the statement is 4 months old or older and wasn't caught right away you run the risk of accidentally updating values on that old statement date. Adding a way to change the bill from date through the policy itself would be beneficial and make it easier to fix bill from date issues that occur when a carrier has paid on a policy twice on one statement and prevent those policies from showing up on Missing Commission reports.

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