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eBeat October 2016 - The WinBEAT Newsletter Featured

Friday, 21 October 2016 15:11

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October 2016

We are excited to have started work on the next generation of WinBEAT which will be cloud based and accessible anywhere, anytime and on any device.

You will be able to run your business and access your clients, policies, claims and accounting from your Mac, PC, tablet or even your phone (if you so desire!). Using next generation technology and multi-tier architecture, ease of use and security are key criteria. WinBEAT is well known for its easy to use interface and our next generation product will take away your server and hardware woes and free you and your team to work anywhere, on your choice of device.

We will keep you updated on the progress of our development in future eBEAT newsletters and on the website.


 

WB4Globe

New Release - WinBEAT4.1.68

You will shortly be advised that there is a new release of WinBEAT available for download. You can review the WinBEAT4.1.68 Release Notes via WinBEAT online Help (found in your WinBEAT program) to see the full details of all the enhancements.
 
The enhancements include:
  • New Module - Client Forms Packaging - Package client forms into one email or print run. Invoice | Statement | Final Notice| Certificate
  • Additional Email Templates - Quote New Business | Quote Renewal | Client Forms Packaging
  • Premium Funding Pay Files - new interface allows you to process or selectively delete Funding pay files
  • Upgraded Password Security - set password minimum length, and re-use password limit for additional user security
  • Landscape Reports - most reports now have a landscape print option which allows for more data on wide reports
  • New Bulk Update Options - bulk update FSG and Privacy for Live only or by a single account manager or account manager group


WinBEAT4.1 Invoice Update

Invoice icon

WinBEAT System Administrators please note:

If you are considering purchasing new invoice stationery, especially if you pre-print on the reverse of your invoice paper, you should contact the WinBEAT helpdesk to discuss your options.

We are currently in the process of incorporating an "Invoice Reverse" into the WinBEAT Forms module to allow you to automatically add a back page to your invoice.

This means that you will be able to either duplex print the invoice, or PDF and email the invoice without having to add attachments for your invoice reverse wordings. You will no longer require pre-printed stationery to handle your Duty of Disclosure and other wordings.

In order to make our invoices consistent and to incorporate our new Background Funding module, we are implementing a 90 mm remittance for all invoice forms by March 2017.

The 90 mm remittance is currently applicable when you activate:

  • Macquarie Premium Payments (DEFT)
  • NAB Transact
  • Background Funding

The Invoice Reverse function is available in WinBEAT4.1.58 or above for Background Funding, NAB Transact and the Macquarie Premium Payments new EFT module.

Invoice reverse printing will be made available for all other invoice forms in our next release which is scheduled for March 2017. You can review the WinBEAT4.1.58 Release Notes, or the WinBEAT Forms User Guide, which is available via our online 'Help' for further information about utilising Invoice Reverse. 

The WinBEAT Helpdesk can be reached on 1800 807 139 or This email address is being protected from spambots. You need JavaScript enabled to view it.



    

WinBEAT4.1 Scheduled Trainingtraining icon

We are running scheduled WinBEAT4.1 Courses through to the end of November, after which our trainers will be taking a well earned rest. You can view the course schedule on the Ebix website.

It's fast and easy to book your training online. Simply select 'book' next to the course of choice or look for the big "Book WinBEAT Training Now" button in the top right corner.

Our scheduled training courses are CIP rated for 6 points and attendees receive a comprehensive training manual and Certificate of Completion.

What Our Attendees say:

"...I learned many new shortcuts and tips to make my routine work a lot easier and fast."

"...Thought it was very well done and the trainer was a very clear communicator. My main objective was to ascertain what data I could extract from WinBEAT and this was mostly achieved."

"...This is the best training session I have been to. The trainer was fantastic. The general discussion around the room was so helpful."

To check your training credit status please email This email address is being protected from spambots. You need JavaScript enabled to view it..

If you have specific training requirements or would like customised on-site consulting please contact our Training Services Manager, Susan Fitt at This email address is being protected from spambots. You need JavaScript enabled to view it., to discuss your requirements. 

 

 

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