When making changes to the Question Set, once you hit Publish, those changes will be made live instantly. For cases already on cover - these will remain unaffected by the changes until the policy is renewed - any MTA done on these policies will use the old question set version (before the changes were made) This is important because insurers would...

There may be occasions where you need to write off small amounts that have been over/under paid. This can be done once a remittance note has been recorded for that transaction.   Steps: Record a Remittance note as normal. It is important that you record the full amount due, otherwise this will not be removed from the ledger. Go the Bank Accounts tab...

  To add a page-break before a certain piece of information/ section on your document, insert the following formula:   <div style="-before: always;"><span style="DISPLAY:none">&nbsp;</span>   helpjuice_account_url = 'https://schemeserve.helpjuice.com'; helpjuice_contact_us_url = 'https://schemeserve.helpjuice.com/contact-us'; h...