A moving company, or one of its agents, may manage a claim for a van line, or they may choose to have another party manage the claims for them, all together.  Money coming in to manage a claim is considered Handling Revenue and money expected to be paid to have someone else manage the claim is Handling Expenses.

 

In either case, this money can be tracked within the Claims interface as part of the Handling Revenue/Expenses feature.  Details of the transactions are listed in the Summary tab, along with other claims monetary details.

 

When these items are posted, it is up to the adjuster to view the data and determine whether they are to be applied to settle the claim.

 

Creating a Handling Revenue Item

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.   Click on the Handling Revenue/Expenses button and the Revenue and Expenses tabs should appear,

6.   Select the Revenue tab,

7.   Click on the Add button and the Add Handling Revenue dialog box should appear,

8.   Enter data within the necessary fields,

 

Figure 38: Add Handling Revenue dialog box

 

9.   Press Save to keep the changes and to close the dialog.

 

Once an item has been added the saved record will appear within the grid of the Revenue tab.

 

Creating a Handling Expense Item

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.   Click on the Handling Revenue/Expenses button and the Revenue and Expenses tabs should appear,

6.   Select the Expenses tab,

7.   Click on the Add button and the Add Handling Expense dialog box should appear,

8.   Enter data within the necessary fields,

Figure 39: Add Handling Expense dialog box

 

9.   Press Save to keep the changes and to close the dialog.

 

Once completed, an expense item should appear within the Expenses grid.