BriteCore has introduced enhanced functionality to simplify the export process for Return Premium records. This update includes a new UI checkbox and a configurable default setting to provide greater control over export operations.
Key Features
1. "toExport" Checkbox
A new checkbox, named "toExport", is now available within the UI. This checkbox determines whether a Return Premium record is included in the export process. The functionality is independent of the activation status of accounting vendors.
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Unchecked: The record is excluded from the export.
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Checked: The record is included in the export.
When initiating an export with enabled vendors, the system evaluates the "toExport" status for each record to determine inclusion.
2. Default Checkbox Setting
A new advanced setting, "return-premiums-to-export-default-value", has been added to establish the default value for the "toExport" checkbox. The default is initially set to True for all clients, ensuring records are included in exports by default.
Managing the Default Setting
Clients can customize the default value for the "toExport" checkbox based on their preferences. To update this setting:
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Navigate to the Advanced Settings section.
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Locate the "return-premiums-to-export-default-value" setting.
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Update the value to True or False as required.
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Save the changes.