Summary (Claims)

Use the Summary tab in Claims to view posted and open amounts for all Claim Items, generate transactions for open items, and produce invoices for Handling Revenue and Receivables.

Figure 21: Summary tab

The summary data grid provides posted and open amounts broken down by the following categories.

Chargebacks by Branch

Chargebacks by Vendor

Handling Expenses by Vendor

Handling Revenue by Customer

Receivables

Settlement Amounts by Branch

The application summarizes the posted and open dollar amounts of claims in the following groups:

Settlement Amount

Chargebacks

Receivables

Handling Revenue

Handling Expenses

MoversSuite recommends verifying the Summary data with the Claims Out of Balance Report prior to closing the claim.

The following table describes the functions available within this tab.