Create a New Loss Adjustment Expense
Click the Aggregate tab.
Search the desired policyholders from any sub tab.
Click the desired policy to view its summary information.
Click the Loss Adjust Expense button.
Click New to display the Loss Adjustment Expense window.
Document the loss adjustment as follows:
Click the button and specify the vendor using the Company Search window. You can also begin typing the vendor name in the field, and ESL Office will display a list of vendors matching your entry. Select the desired vendor from the list.
Check the box corresponding to the type of bill being adjusted.
Choose the appropriate expense type for the adjustment from the drop-down list.
Enter a number for the invoice here.
Enter the invoice date here. Enter the date directly in the field in MM/DD/YYYY format or click the calendar icon and set the date using the date picker tool.
When the expense was received. Enter the date directly in the field in MM/DD/YYYY format or click the calendar icon and set the date using the date picker tool.
Adjustment amount goes here
If you want to assign some or all of the adjustment to an existing contract, click it from the Allocation list. If you want to create a new allocation, click New. The Allocation window appears.
Define or edit the allocation as follows:
Click the button to the right of the field and specify the policyholder using the Select Policy window.
Select the desired coverage type for the policy from this drop-down.
Click the button and specify the desired claimant using the Account Claimant Search window. This button and field are only active if you choose Specific as coverage type.
Adjustment amount goes here
Click one of the following:
Click Save.