Integration AccountsIntegration Accounts\Default

 

In the Default Accounts page, you can define a default accounts for posting transaction related to specific parties who do not have a defined account in the insurance company financial like workshops so you set up a default account for those.

 

 

To inquire about certain previously added Default accounts you need to fill in the searching criteria at the top of the page by specifying the fields (... etc. ) you are searching for and click .

 

To add a default account, you need to click  and perform the below steps:

 

  • Select the Transaction Type from the predefined list;
  • Select the Claimant Type and Recovery Type ( these fields are optional );
  • Select the Customer and Branch ( optional fields ) ;
  • Select Account No from the list ;
  • Select the Cost Center and Insurance Class (optional fields) ;

§  Select the Damage Type (Material, Bodily, Death, Material + Bodily or Material + Death);

Once you have finished, click  to save the changes.

 

 


 

Top of Page