Editing Claims Setup (section)

===== Claims Setup =====

'''Location'''

CLAIMS


'''Purpose'''

Use this menu item to create lists that are used by Claims Manager.


'''Fields – General Tab'''

Below each list box is a field and two buttons. To add a new item to the list, type the item in the field, then click the Add ({bmc tbnew.bmp}) button. To remove an item from the list, select the item in the list and click the Delete ({bmc tbdelete.bmp}) button.

Claim Statuses – Enter a claim status in the box below the list box. The Claim Status of ''Pending'' is a mandatory field and cannot be deleted. All claims entered using the Claims EntryClaims_Entry screen are given an initial status of Pending.

Claim Types – Enter a claim type in the box below the list box.

Expense Types – Enter an expense type in the box below the list box.


'''Fields – Documents Tab'''

Document descriptions – Enter up to ten different documents and check whether or not they are required. Upon entering a new claim, the system reminds you to verify that you have received all required documents.
[[Category:Bluebird]]