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Procedure for register claims settlement method

Function outline

Register the claims settlement method (bank settlement, notes receivable, etc.). Also register the settlement account (current deposit, general deposit, etc.) to be initially displayed in the [Settle claims] auto-journal.

1. Screen display method

  1. Select [Claims] → [Claims Control] → [Registration].
  2. Select [Register Claims Settlement Method] from menu.
    → Displays the [Register claims settlement method] screen.

2. New registration


→To Menu Reference

  1. Click the "New (N)" button.
  2. Enter the new claims settlement method in the [Details].
    The entry fields displayed change depending on the settlement type.
  3. Click the "Save (S)" button.
    → Displays the registered claims settlement method on the left side of the screen

3. Modifying

  1. Select the claims settlement method to modify from the left side of the screen.
    → Displays the details of the settlement method to be modified in the "Details".

  2. Modify settlement method.
  3. Click the "Save (S)" button.
    → Saves the modified claims settlement method.

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