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2024-09-18T11:39:22Z

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BL>Angela at 15:38, 17 September 2024

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===== Claim Expense/Payment List =====

'''Location'''

CLAIMS

===== Purpose =====
The Claim Expense/Payment List provides a list of all expenses and payments on claim tickets. It includes basic ticket information such as ticket number, renter, etc. and expense and payment details.

'''Options'''

Print Positive Balance Claims – If this box is checked, the report will list claims that have a balance greater than zero.

Print Zero Balance Claims – If this box is checked, the report will list claims that have a balance of zero.

Print Closed Claims – If this box is checked, the report will list claims that are closed.

Print Notes – You can print the all notes on the claim, the last note on the claim, or exclude all notes from printing.

Select By – The report can select records by the date of loss or by the date that the ticket was closed.

Report Format – The report can be run as a standard list or as an aging report.

Claim Types – The types of claims that are set up in Claims SetupClaims_Setup are listed. You can choose just the types you want to show on the report.

Claim Statuses –''' '''The claim statuses that are set up in Claims SetupClaims_Setup are listed. You can choose just the statuses you want to show on the report.

Claim Recovery –''' '''The claim recovery sources that are set up in Claims SetupClaims_Setup are listed. You can choose just the recovery sources you want to show on the report.

Claim Expense Types –''' '''The claim expense types that are set up in Claims SetupClaims_Setup are listed. You can choose just the expense types you want to show on the report.

Claim Payment Types –''' '''The claim payment types that are set up in Claims SetupClaims_Setup are listed. You can choose just the payment types you want to show on the report.

Print RA’s With No Expenses or Payments –''' '''If this box is checked, the report will include claims that do not have any expenses or payments on them.

'''Data Selection'''

The claims are selected by the following rules:

∙If selecting by date of loss, the claim’s date of loss must be in the report’s date range.

∙If selecting by date closed, the claim’s closed date must be in the report’s date range.

∙The claim’s renting location is selected in the reporting listsReporting_List_Boxes.

∙The claim’s unit number is within the report’s unit number range.

∙The claim’s working employee is within the report’s employee number range.

∙The claim’s type is selected in the Claim Types list (or the claim’s type is blank).

∙The claim’s status is selected in the Claim Statuses list.

∙The claim’s recovery source is selected in the Recovery list.

∙The claim’s expense type is selected in the Expense Types list.

∙The claim’s payment type is selected in the Payment Types list.

∙If "Print Positive Balance Claims" is selected and the claim’s balance is greater than zero, it will be included.

∙If "Print Zero Balance Claims" is selected and the claim’s balance is zero, it will be included.

∙If "Print Closed Claims" is selected and the claim is closed, it will be included.

∙If "Print RA’s With No Expenses or Payments" is selected and the claim does not have any expense or payment records attached to it, it will be included.
[[Category:Bluebird]]

Claim Expense Payment List - Revision history

Angela: 1 revision imported

BL>Angela at 15:38, 17 September 2024