Account Schedules (Claims)

Select Account Schedules from the Accounts Menu

View the Open Schedules waiting to be sent or printed
Open Schedules marked for sending electronically are highlighted in green
Open Schedules marked for printing are highlighted in yellow

Schedules already sent or printed or Paid can be viewed by changing the selection in the Status section. Please refresh to reload schedules after changing your selection.

Sending Schedules

Highlight one or more OPEN schedules with a green status
Click on Send in the actions list

A report will display any issues with the invoice
Correct and retry

View items in the schedule by clicking on the [+] at the left of the invoice

Items can be Credited here if necessary

The Status type will change to SENT

Sent schedules can also e viewed in the Message Log in the Tools menu

Printing and emailing schedules

Printed Schedules

Highlight one or more OPEN schedules with a yellow status
Click on Print the actions list

Emailed Schedules

Highlight one or more OPEN schedules with a yellow status
Click on Preview in the actions list to view the schedule
Click on Email

A report will display any issues with the invoices
Correct and retry

View items in the schedule by clicking on the [+] at the left of the invoice

Items can be Credited here if necessary

The Status type will change to PRINTED

Payments for Schedules

Payments are usually entered in Account Payments

ACC Payments can be downloaded and processed automatically

The status is changed to Paid we the outstanding amount is zero