juriz

Credit Card Insurance Payments - PracticeWorks 8.0.2

Discussion created by juriz Employee on Dec 11, 2017
Latest reply on Dec 20, 2017 by mrgrenier

Beginning with PracticeWorks 8.0.2 you have the ability to enter credit card insurance payments. This one is a long time coming and I want to thank you for your patience.

 

Below I detail how these are entered and reported in the software.

 

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Individual Credit Card Insurance Payments

When entering an individual insurance payment you see a new option in the Payment Type drop down for Credit. When selected, the Check Number field turns to Memo. A 15 character memo can be entered here. It will display on the ledger once the payment is completed. 

 

*Screen capture taken with Line Item Accounting activated.

 

The individual insurance credit card payment appears on the ledger as IP CR

 

Bulk Credit Card Insurance Payments

When entering a bulk insurance payment you will see Credit in the Payment type drop down. When Credit is selected the Check Number field turns to Memo. A 15 character memo can be entered here. It will display on the ledger once the payment is completed. 

 

 

The bulk insurance credit card payment appears on the ledger as BULKIP CR

 

Reports

On the Daily Report - Deposit Slip credit card insurance payments will display on the credit card deposit. Below you see my individual credit card insurance payment (Uriz, Jeremy) and the bulk credit card insurance payment (Blue Cross Blue Shield of GA). 

 

 

On the Deposit Details insurance credit card payments are listed in their own section. Below you see the payment details in their own section.  

 

 

Be on the lookout for your 8.0.2 installation disc. In addition to the credit card insurance payment the 2018 CDT codes are included. 

 

Outcomes