To post an insurance payment as an electronic funds transfer and make the payment amount appear on the Daily Deposit Details Report
- Open the Ledger where the payment should be applied and click Add Entry.
- Enter the letters "IP" (without quotations marks) in the "Description" column.
- Click the Tab key.
- From the "Outstanding Claim Pick List" for this account, select the claim to which the payment should be applied.
- When the "Receive Insurance Payment" window appears, enter the amount of the payment.
- Click the drop-down arrow beside "Payment Type" and select "EFT."
- Enter the EFT's payment number in the "EFT #" field.
- Click OK.
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