Within the Summary tab is the option to generate transactions for payments received, or anticipated, and send them to the Payment Management interface for further processing.

 

Generating a Transaction

1.   Access the Claims interface within the Mover’s Suite application,

2.   Open the Claims tab,

3.   Use the Find feature to locate specified records, or click on Add to define a claim record,

4.   Select the claim record from those available within the main grid,

5.   Select the Summary sub tab,

6.   Click on Generate Transaction button and the Transaction Dates dialog box will appear,

7.   Enter Journal Date and Document Date for the posting,

8.   Press the Generate Transactions button to send non-posted transactions to Payment Management.

 

When successful, the transactions associated to the claim record will appear in Payment Management and will be available for further processing.

 

This subject will be covered in more detail in other documentation.