Insured Policies Tab - Billing Payments

This tab contains all of the insured's payments from the Payments screen/table.

 

Field Descriptions

ID No

MyWC assigns a unique ID number to each individual who is added to your database. This number can not be changed and is incremented by one each time a record is saved.

Policy ID

MyWC populates with the number from the Policy Details screen/table.

Ticket

The ticket number is displayed.

Posted?

A check mark appears in this box if the transaction has been posted to general ledger.

Pmt No

The check number used for payment is displayed.

Status

Billing status is displayed.

GL Acct

The general ledger account number this billing item applies to is displayed.

Reference

The description for the billing item.

User

The first name and last initial of staff person who entered the payment data or changed any of the data.

Last Chg

The date the data was entered for the payment or any of the fields had been changed.

Paid

Date that payment was received for the billing invoice item.

Open

Date application was received and entered.

Sent

The date the billing was actually remitted.

Posted

The date the billing item payment was posted to the general ledger.

Void

The date the payment was voided.

Add

The date the payment was entered.

 

ID No

MyWC assigns a unique ID number to each individual who is added to your database. This number can not be changed and is incremented by one each time a record is saved.

Policy ID

MyWC populates with the number from the Policy Details screen/table.

GL Acct

The general ledger account number this billing item applies to is displayed.

Amount

The amount of the payment is displayed.

Invoice ID

The invoice ID number is displayed.

Inv Item ID

MyWC automatically populates with the amount entered in Payments.

Posted?

A check mark appears in this box if the transaction has been posted to general ledger.

Closed?

A check mark appears in this box if the transaction has been closed.