Display revision history on the Accounts Receivable screen

Settings allow staff in the Provider Administrator portal and 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, the Show Revision History link is visible and selectable on: 

  • The policy header on the Information, Property, and Builder tabs in the Provider Administrator portal.
  • The Billing Overview tab of the Accounts Receivable screen, under Balance Details, in the Provider Administrator portal. 
  • The Accounts Receivable screen under Account History in the Agent portal.

To enable: 

  1. Navigate to Settings > Modules > Policies > Accounts Receivable.
  2. Select:
    1. Display the revision history on the Accounts Receivable page: When you enable this setting, the Show Revision History link will appear in the above locations in the Provider Administrator portal
    2. Display the revision history on the Accounts Receivable page for Agents: When you enable this setting, the Show Revision History link will appear in the above locations in the Agent portal.

We recommended that clients use both settings. 

Usage considerations

The Display the revision history on the Accounts Receivable page setting is directly related to the display_revision_history_ar advanced setting. If the Display the revision history on the Accounts Receivable page setting is enabled, then the display_revision_history_ar advanced setting is set to True. If the display_revision_history_ar advanced setting is set to False, then the Display revision history on the Accounts Receivable page setting is disabled. 

The Display the revision history on the Accounts Receivable page for Agents is directly related to the display_revision_history_ar_agent advanced setting. If the Display the revision history on the Accounts Receivable page for Agents is enabled, then the display_revision_history_ar_agent advanced setting is set to True. If the display_revision_history_ar_agent advanced setting is set to False, then the Display revision history on the Accounts Receivable page for Agents is disabled.