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            Add Claim Expense Payments

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            Add Claim Expense Payments

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

            1. On a claim, click the Financials tab, and then click New Expense Item.
            2. Enter expense item details.

              Coverage

              The related open coverage.

              Description

              A brief description of the expense item.

              Payee

              Select a Payee or add a new payee and then select that payee.

              Currency

              In orgs with multiple currencies enabled, the currency of the expense amount.

              Expense Amount

              The amount of the expense.
              New $500 expense for an open collision coverage

              This New Expense Item form can be configured to show different fields.

              The Expense Category field in the New Expense Item UI.

              To learn how this form is configured, see insurance_customize_the_claim_expense_payment_detail_form.

            3. Click Add.

              The expense item appears as a line item under the appropriate coverage.

             
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