EPERIOD

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EPERIOD.PNG
Name Period Summary Totals Enquiry
Shortcut EPERIOD
Area IBA

See the NOVUS Walkthrough Guide for general information about the system.


The EPERIOD program provides a method of enquiring about period summary totals, full details of the end of period summary, with drilldown for further details of the summary information:

  • Debtors
  • Creditors
  • Brokerage (commission from co-insurance)
  • Retained Net
  • per division and per currency.

This drills down to show detailed analysis at transaction level.


Select a currency

Enter the year and period for the enquiry. Click the search button and a list of currencies for that period will appear.


Field name Description
Year/period Enter the year and period required.
Status Displayed. Period is either open or blocked
Period synopsis Data is populated for the entered period per currency.

Currency breakdown

From the currency listing either double-click on the currency icon, or click on the green arrow to expand the currency listing into specific divisions.


Division breakdown

EPERIOD Division breakdown.PNG


Highlight the division you want to enquire upon and press the green arrow button or double-click on a division row. The new set of data, including the transactions processed on this division for the selected parameters, will be shown.


Transaction spread breakdown

EPERIOD Transaction spread.PNG


The transaction spread breakdown shows client (*) CR/DR, company (.) CR/DR, agent (-) CR/DR, brokerage CR/DR and other categories. Double-clicking on a row in this view, or right-clicking on a row and selecting breakdown will show the transactions that make up this transaction spread.


Transaction breakdown

EPERIOD Transaction breakdown.PNG


In this view all transactions that make up the transaction spread type are visible (client CR/DR, company CR/DR, agent CR/DR, brokerage CR/DR etc.)

Exporting to Excel and Printing

To export the output on any screen to five types of files, click the save to file button. The print results button will print the grid to the default local printer.


Version History

v4.2.0 – Updated to latest version
3.3.0 - Two new columns added, Policy Number and Policy Year, to the Transaction Breakdown tab; Improvements to the user interface when using different skins.