#POS Enhancement: Insurance Companies Report

Modified on Fri, 11 Jul at 3:22 PM

Introducing our latest enhancement on POS module, which will improve your system experience and usability.



Insurance Companies Report - Insurance Claim Report Summary


Gain better insights and control over insurance-related sales data. This update introduces a new summary report and enhanced permission settings for managing insurance information in POS orders.




⚙️ Functionality

We added a new Insurance Claim Report Summary under POS Reporting, making it easier to track and analyze insurance claims. Key features include:

- A Contract Type dropdown filter to view specific types of contracts (optional; shows all if left blank).
- A new user permission that controls who can edit the Insurance Company field on POS orders.
- Grant or restrict access to ensure only authorized users can make changes.





Value
This update brings two major benefits: - Improved Reporting – See summarized insurance claim data with filtering options, helping you make better business decisions. - Stronger Data Control – Restrict edits to the Insurance Company field, reducing errors and maintaining data consistency across sales operations.





More control. Better insights. Enhanced accuracy – all in one update!
 



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