Entering Receipts

Entering a receipt records, allocates, and posts monies received. As a best practice, only enter receipts once you have all information pertaining to the receipt available.

Receipt Entry Process

1

Add the Receipt

2

Allocate to Premium

3

Allocate to Group Suspense

4

Allocate to Expense Refund

5

Allocate to a Claim Refund

6

Allocate to Claim Funding

7

Allocate to a Premium Refund

8

Post the Receipt