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Insurance Summary report (#RPTISR01)

Last updated:   Applies to:   In industries:   Of versions:   Special contents:
20120221 (Andy)   Pro, MultiUser, MultiSite, MultiView   Self Storage EditionMarina EditionVault Edition   7.X (and higher)   n/a

About the Insurance Summary report

This report is accessed via Reports, then Insurance. This report shows insurance activity for the month. You can choose to include all policies in the report, or include only those that have been billed this month. You may have more than one type of insurance, and may have set a couple of your analysis codes to have an analysis category of ‘Insurance’ – selecting the first option will pick up all such insurance transactions, selecting the second option will mean that only transactions that have an analysis code of ‘IN’ are included in the report. You can also choose whether you want to sort by commencement date or by the value of the premium.

The policy number, insurance value and commencement date are the values from the Agreements’ Access and Insurance tab.

 

The Agreement is considered to have a new policy if the insurance commencement date falls in the month of the report. If the commencement date has not been recorded, Agreements who have been charged insurance and whose move in date falls within the period are listed as new policies.

The Premium column shows the insurance amount that has been charged to the Agreement during the month. The Amt Paid column shows payment transactions that have been received during the month that are matched against an insurance charge.

 

For example: If you charged $12.50 insurance on 17 August, and received payment for that amount on 1 September, the report for August would show a Premium of $12.50 and an Amt Paid of $0. If, on 17 September, you charged $12.50 and received a payment for that amount on 18 Sept, the report for September would show a premium of $12.50 and an Amt Paid of $25 – which includes the $12.50 that was paid on 1 Sept for the August premium.

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