Accounts Receivable UI updates

BriteCore’s updated Accounts Receivable user interface provides additional features, enhanced usability, and a modern look, while still offering the same great functionality.

New Features

The updated look comes with some new features:

  • Insured Mailing Address included in the Policy header. 
  • Make a Payment button allows insureds to make a payment in the Balance section and choose between two payment options:
    • Currently Due: Allows insureds to choose to pay the current amount due.
    • Other Amount: Allows insureds to type any amount they wish to pay.
  • Show future invoices checkbox allows insureds to view future invoices in the Account History table.
  • Account History table 
    • Invoice icon allows insureds to view an invoice as a PDF.
    • NSF flag indicates there were non-sufficient funds for a payment.

Policy Header

The updated Policy header looks nicer and offers more options than ever before.

  • The policy number is still located in the top-left of the screen.
  • The Named Insured is more pronounced.
  • The Insured Mailing Address is listed.
  • Other included information: 
    • Policy status
    • Linked policies
    • Policy type
  • The header provides options previously located in the Overview section:
    • Make a Payment
    • View Premium Records
    • Write-off Premium
    • Write-off Custom Fee
Figure 1: Old user interface.
Figure 2: New user interface.

Overview

The Overview section has a streamlined look.

Figure 3: Overview on old user interface.
Figure 4: Overview on new user interface.

Balance

The Balance section replaces the Currently Due section and provides insureds options for making payments.

  • The Balance section provides Make a Payment and Issue Credit options and allows insureds to choose between two payment options:
    • Currently Due: Allows insureds to choose to pay the current amount due.
    • Other Amount: Allows insureds to type any amount to pay.
  • The As of date replaces the Overview as of and is only tied to the balance amount as of the chosen date.
  • The Due Date is read-only and no longer an editable field. The Due Date is editable within individual invoices.
  • The Cancel Date is read-only and no longer an editable field. The Cancel Date is editable within individual invoices.
Figure 5: Currently Due section on old user interface.
Figure 6: Balance section on new user interface.

Billing Setup

The Billing Setup section has an updated, modern look.

Figure 7: Billing Setup section on old user interface.
Figure 8: Billing Setup section on new user interface.

Account History

Along with its updated look, the Account History section offers some enhancements:

  • Show future invoices 
    • By default, this feature hides future invoices.
    • By selecting the Show future invoices checkbox, insureds can view future invoices for the term in the account history table.
  • Account History table 
    • In the Type column, insureds can simply select the Invoice icon to view an invoice as a PDF.
    • In the Type column, non-sufficient funds payments are labeled NSF.
Figure 9: Account History table on old user interface.
Figure 10: Account History table on new user interface.