When a mortgagee or title company issues payment based on a submitted application before the application becomes a committed and active policy, the payment needs to be accepted. With the allow-pay-submitted-policies advanced setting, you can allow payments to be applied to submitted policies, through lockbox or batch cash payments, the Daily Cash Receipt screen, or the Accounts Receivable screen.
This setting requires True and False buttons.
By default, the allow-pay-submitted-policies advanced setting is set to False, so payments can’t be made on policies with the status Submitted.
Changing the default
To change the default, navigate to Settings > Advanced and search for allow-pay-submitted-policies. Select True to enable the setting and allow payments to be made on policies with the status Submitted.
- Create new batch
- Manage existing batch
- Common batch errors