Claim Expense Payment List
Claim Expense/Payment List[edit]
Location
CLAIMS
Purpose[edit]
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.