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Add Claim Expense Item Payments

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Add Claim Expense Item Payments

A claims adjuster can add new expense payment details to an open claim coverage.

Required Editions

  1. From the App Launcher, find and select Claims.
  2. Select a claim from the list view.
  3. Navigate to the Claim Financials tab.
  4. Click the Expenses tab.
  5. Select a coverage and click Add Expense Item .
  6. Enter the expense item details:
    field Description
    Coverage The related open coverage.
    Description A brief description of the expense item.
    Payee The person who receives a payment.
    Currency ISO Code In orgs with multiple currencies enabled, the currency of the expense amount.
    Expense Amount The amount of the expense.
  7. Save your changes.
    The expense item appears as a line item under the appropriate coverage.
 
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