In the Closing Periods page, you can define closing periods for Claims, Production, and Reinsurance transactions. Once this closing period is set, no transaction can be entered into the system before this date. Once the closing date is reached, everything prior to this date is closed financially.

 

To define a closing period, perform the following steps:

 

§  The ID field of this closing period will be updated once the entry has been saved;

§  Select the Branch that this closing period will be applied to. Various branches of the company may have a different closing period so this enables you to set a closing period for each branch;

§  Select the System that this closing period will apply to. The systems are the modules throughout ESKA^® Insures – General Insurance;

§  Select the Insurance Class and Policy Type of the transactions that must be closed by the closing date;

§  Enter in the Closing Date;

§  Once you have finished entering the necessary data click on;