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  1. New Users - Start Here!

    1. FAQs - How To Use The Forum

      A good place for finding information, help and advice on use of the Forum

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    2. Open GI User Group - Application

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    3. User Group Membership - Current Discounts Available

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  2. Open GI - Insurance Administration Software - Public Access

    1. Announcements

      Important Broker Notices

      43
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    2. Mobius - The Next Platform From Open GI

      Open GI launched their new platform solution "Mobius" at BIBA 2018

      This Forum is for existing Open GI "Core" customers and all new prospects to discuss the new options now available and their experiences of this new technology offering. If you have seen it, then share your thoughts and comments here. If you haven't, why not get a demo and see what the future will bring. Bookmark this page for an unbiased and transparent view as part of your Due Diligence - before you jump in feet first! All comments welcome

      3
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    3. GDPR

      How's your GDPR planning going?

      If you have any system queries or plain advice to share, then this is the one stop members shop for GDPR - past, present and future

      32
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    4. PCI DSS Compliance

      Post your views questions and experiences of what PCI DSS means in your business - and how you've coped!

      16
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    5. General Queries and Feedback

      So what do you think of Open GI and their software & services. Does their IT help you? Does it really make your life easier? Share your thoughts here and ask others for theirs!

      169
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    6. In The News

      Links and Information about Open GI, the User Group and other related articles of interest found in the press

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    7. AGM Details

      Details of Past Present and Future meetings

      24
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    8. Rambo's Rants

      An ever topical area with acute insight from one of our leading experts on how Open GI impacts a real Broker's business

      22
      posts

    9. Poll Results and Feedback Summaries

      From time to time we gather feedback from Forum users as well as from industry groups.
      Poll and feedback results are published here for general review

      1
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    10. Forum / Web Enhancements

      Your chance to add any feedback / thoughts / issues / problems regarding the main Web site or indeed this Forum - be honest!

      3
      posts

    11. Open GI User Group - Newsletter Archive

      Copies of all OGIUG Newsletter since May 2018 are posted here for reference

      2
      posts

  3. Full Member Access Area

    1. Specialist User Forum Archive

      These are pages transferred from the fantastic SUF Forum and are available to all Full Members of the Open GI User Group

      1,176
      posts
      • liam
      • By liam

    2. Hints & Tips

      A Treasure Trove of Information - lots of detail for our members

      29
      posts

    3. Agony Aunt

      OK - If you have an Open GI problem or don't know your ReportNet from your Calc Code, then post your questions here. Someone, somewhere will have the answer and you may get a faster response than a support call!

      833
      posts

    4. Transactor Users

      Welcome to the Forum area for users of the Transactor software application suite

       

      If you have any queries or issues then feel free to post here and see if the community can assist. Someone, somewhere may have the answer and you may get a faster response than a support call!

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    5. Discussion Forum

      Feel free to post any General Discussion Topics here - Everyone has a view and an opinion!

      207
      posts

    6. Technology and Third Party Applications

      Area for general Technology discussions and Third Party Applications

      58
      posts

    7. Enhancements Wish Lists - What Do You Want?

      The Open GI User Group has a direct impact on how your software is developed. Tell us what you need to make life easier and we can put your ideas forward!

      92
      posts

    8. Core Upgrades

      Join Cousin Clarissa and share all the news, views and thoughts on the next major Core release from Open GI

      6
      posts

    9. Upgrade Information

      News on upgrades planned from open GI.
      Not guaranteed but gives you chance to see what's on the horizon and chance to comment and have your say. All views welcome

      24
      posts

    10. InfoCentre

      How to use, hints, tips, advice and suggestions

      21
      posts

    11. ELTO

      What does this mean to you and how has your business implemented the directive?

      1
      post

    12. Uploaded Files

      Files uploaded for the benefit of Open GI User Group members

      5
      posts

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  • Posts

    • Mark Sollis
      IPIDs printing out of order - ODC via OPM

      By Mark Sollis · Posted

      Thanks @John Tasker   Bet that took some narrowing down   So - is that to do with the rendering process in OPM do you think - re order / time taken to render? Either way - good spot - and you may want to pass to OGI for a few $$££€€     (Hope you are well!)
    • John Tasker
      IPIDs printing out of order - ODC via OPM

      By John Tasker · Posted

      I have solved this myself so I'll update this forum in case anybody else has the same issue and is looking for a fix.   On our print server, selected printer properties for the printer in question. Advanced >  Un-ticked the "print spooled documents first" and changed the spool settings to "start printing after last page is spooled".  
    • Mark Sollis
      GDPR - Consent Data Capture

      By Mark Sollis · Posted

      I doubt it - and I doubt anyone ever will - until someone comes a-hunting - or an-auditing  
    • Mark Sollis
      Help with Journals

      By Mark Sollis · Posted

      Hi @Val interesting question    The bottom line is that in the OGI accounts system it is 99% impossible to have an incorrect entry - unless the system crashes in the middle of and accounts process - or there is a genuine system fault introduced (rare). Even then - it resets itself at Month End - with a Ledger Discrepancy. So. Unless youi have had a Month End discrepancy somewhere in the process the "correct" changes have been made to the journals / ledgers - although the result means an incorrect balance on the client in question. Just go and use that entry to offset against your clients record   The real reason why this is sometimes difficult to fix however, is that on OGI, you can delete transactions - and not leave an on screen trace that they were ever there. So. The balancing adjustment may have been against a transaction that is no longer on screen / on the ledger. This is why Batch Calcs may not work in this case - because it wont be there - let alone I suspect you wont have that software and as above, can be tricky to code up.   If you are not happy with just writing this off to fees (by creating a charge / negative charge) to balance the client account (which is what I would do), then you only have one other option - you need to find the original items - which will be a pain.   Either  Check the setting in Premium Finance which uses a "dummy" client account for offsetting errors Check the settings file and have a look at those records first If no joy, go through every cashbook since raising the original transaction and find ALL entries relating to the original record and / or dummy record It will be there - you just have to find it If you have and can use InfoCentre - that makes life easier - otherwise its a manual traaaaaaaaaaaaaaaaaaaaaawl.   Overall a bit disappointed - but not surprised - that OGI wont help. It's their Finance software after all - and they know how it would write off balances - and where / which ledger account it goes to and how to quickly fix - if they could be bothered. Poor show really ....   Anyway - Good luck and hope this helps   M    
    • John Tasker
      IPIDs printing out of order - ODC via OPM

      By John Tasker · Posted

      Thanks Pete. The guys go into OPM where there is an ODC print queue for each day of the month. They select the date in question, then right click on the branch, Print and then Print. The default printer has already been set in the Open printer Selector so nothing to change or set in there.  They do each branch in turn. Attached refers.

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