Outline of Claims Control Module

Function outline

With the [Claims control module], it is possible to enter monthly invoice data, output monthly invoices, manage claims collection status, auto-journalize claims data, adjust collection plans, output various forms, and so forth.

Data on uncollected claims data can be output in a list broken down by collection plans. In addition to managing uncollected claims data, settlement data can be output in a list and ledger.

Menu structure

• Register
  Register claims settlement method.
• Entry
  Entry of Create monthly invoice data and collection plan adjustments, and search monthly invoice data.
• Auto-journal
  Auto-journalize claims data that has been entered.
• Settle
  Settle claims and offset claims and debts.
• Issue voucher
  Issue monthly invoice and create voucher file (Microsoft Excel format).
• Forms
  Output the following forms.

Forms that can be output

The following forms can be output in the [Claims control module].

Form name	Function outline
Monthly invoice list	Display list of monthly invoice data.
Collection plan list	Output list of collection plan data within a range of specified expiration dates.
Settlement list (claims)	Create list of settlement data created in [Settle claims]. This list can also output collection plan data of the settlement source.
Settlement list (offset claims/debts)	Use settlement number to output a list of offset settlement data created in [Settle (offset claims/debts)]. This list can also output collection and payment plan data of the settlement source.
Integrated claims settlement list	Use detail row unit for bulk output of settlement data that has been settled as a claim. This list can also output collection plan data of the settlement source.
Uncollected data list	Detailed output by collection plan of unsettled balances within a range of specified entry dates and expiration dates.
Claims ledger	Output list of collection plan data and settlement data for each specified item.
Scheduled claims settlement transition sheet	Create monthly transition sheet of total scheduled settlement amounts in collection plan data within a range of specified months.
Claims balance summary sheet by correspondent	Create list of claims balances by correspondent.
Claims aging report	Create list of the age since occurrence of claims that are unsettled or in settlement.
Credit limit report	Create list of credit limits by correspondent. (Grayed out on menu)

Click Here for information on outputting forms.