Claim Transactions

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Claim Transactions

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When Claim Transactions are created, to enable them to be paid, mark the Ready for Accounts

box. Please note if the product has been setup to automatically make these ready for accounts,

this check box is preselected, and hidden from the user.

 

Don't forget to save before proceeding.

 

 

 

 

Click on the clip3505 Tab  to edit or view existing claim reserves or claim transactions. If there are already claim reserves or claim transactions added, the user will be presented with a list.

 

 

clip3504

 

 

Click on clip2817 to open a transaction to view or edit.  Depending upon the item selected, this will open either the Reserve Detail screen or the Claim Transaction detail screen.

 

clip3506

 

clip3507

 

Once  finished making any alterations,  click clip2900 to save.