Settings

Settings

Accounts Receivable options

You can set Accounts Receivable options under the Policies settings.

To enable:

  1. In the BriteCore menu, select Settings.
  2. In the Settings menu, select Modules, and then select Policies.
  3. Navigate to the Accounts Receivable section.
  4. Select the appropriate option from the Default Date To dropdown list. The default date to is the date that the Daily Cash Receipt will default to. This coincides with the date that payments will show as applying from the Daily Cash Receipt screen. The options on the Default Date To dropdown are:
    • Today’s Date
    • Yesterday’s Date
    • Blank
  5. Select the checkbox for Print Combined Billing Coversheet. This setting enables the combined billing coversheet when an insured has multiple linked policies.
  6. Select the checkbox for Display link to old account history. This setting applies only to users who were live on the system prior to July 1, 2012.
  7. Select the checkbox for Display Void option for Exported Return Premium rows. This setting displays a Void button on Return Premiums that have been exported from BriteCore. When voided, a line appears through the Return Premium transaction, a note is written on the policy, and the credit is added back to the account.
  8. Select the checkbox to Display the revision history on the Accounts Receivable page. This setting allows staff in the Provider Administrator portal to view the revision history on a policy to match endorsements to the policy’s billing history. When the setting is enabled, a Show Revision History link is visible and selectable.
  9. Select the checkbox to Display the revision history on the Accounts Receivable page for Agents. This setting allows agents in the Agent portal to view the revision history on a policy to match endorsements to the policy’s billing history. When the setting is enabled, a Show Revision History link is visible and selectable.