Prevent auto move credits on expired terms

Billing

Purpose

The prevent_auto_move_credits_on_expired_terms advanced setting in the billing section lets administrators require users to roll policy billing credit balances manually from an expired term forward to a new term.

Requirements

This setting requires a True/False toggle button.

Setting default

This setting’s default value is False, which means BriteCore automatically rolls billing credit balances from an expired term forward to a new term.

Change the default

Changing the prevent_auto_move_credits_on_expired_terms advanced setting to True triggers BriteCore to require users to roll policy billing credit balances manually from an expired term forward to a new term.

Additional topics

Agent claim submitted

Admin alerts Purpose With the agentclaimsubmitted advanced setting in the admin-alerts section, administrators can choose who receives an email alert when an agent submits a claim. Requirements This setting

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Agent submission email body

Admin alerts Purpose With the agentSubmissionEMailBody advanced setting in the admin-alerts section, administrators can create a custom email notification when an agent submits an unbound application. Requirements This setting

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Allow deliverables creation

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Application submitted

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Additional topics

  • address_accuracy
  • admin-alerts
  • agent-permissions
  • agent-portal-chat
  • anti-terrorism-reference
  • attachments
  • billing
  • britecore
  • britequote
  • calendar
  • claims
  • contacts
  • custom-xls-reports
  • daycron
  • deliverables
  • demo_lines
  • demo_p_types
  • ec2-variable-new_acc_conv
  • email
  • find_dropped_non_rates
  • geography
  • global
  • google
  • item_transactions
  • legacy
  • lines
  • login
  • misc
  • mocking
  • oops
  • payments
  • permissions
  • policies
  • premium_records
  • printing
  • rate_and_save
  • refunds
  • reports
  • vendors