Did you know…2021-09-10T13:26:32+02:00

From the 29 of February of 2008, every Friday, we are excited to help the insurance broker and his staff.

Our Documentation, Training and Quality team prepares and sends all ebroker users an informative bulletin that under the title "Did you know ...", is intended to help brokerages to better understand the outstanding features for a better use of ebroker and thus achieve more efficiency in day-to-day work.

The "Did you know ..." newsletter is an informative and monothematic document with weekly periodicity that we send out every Friday by email.

If you still do not receive it, send an email to support@ebroker.es indicating the name of your brokerage and the email address in which you wish to receive it.

You can download in PDF format all the bulletins published to date.

21/012022

607-Load receipts from file.

ebroker, allows you to carry out a massive load of receipts through a text file in CSV format. You can download the template with the file format from the button enabled in the module. File template download button: The file must not contain any row without content. The file must contain the number of columns defined in the template. The data reported in the file is integrated into ebroker following the following flow: If the receipt does not exist A new receipt is created and inserted from the data reported in the file If the receipt exists An update is made of the data of that receipt, based on the information obtained from the line of the file.

14/012022

606-Loading of policies from file.

ebroker, allows you to carry out a massive load of policies through a text file in CSV format. You can download the template with the file format from the button enabled in the module. Button to download the file template: The file must not contain any row without content. The file must contain the number of columns defined in the template. The process checks if the policyholder is registered as a client in the ebroker, and if it cannot be found, it creates it with the data provided in the policy file.

7/012022

605-Change accounting year

ebroker, recommends that you change the active accounting year in your ebroker to "Year 2022". This does not affect any of the accounting entries that you can continue to make against each of the open exercises. In the "Exercises" module of the Control Panel, the active field for fiscal year 2022 will be marked

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