Access accounting information for an exposure

You can access an exposure file’s accounting information from the claim file’s Accounting screen. You can view Loss Reserves and Payments, Expense Reserves and Payments, and Recovery information for each exposure associated with a claim. In addition, you can access the exposure file’s Accounting screen, where you can view and edit exposure specific accounting information.

To access accounting information for an exposure, access the Accounting screen of the claim file, and:

  1. In the Claim Accounting Summary, navigate to and select the caret next to the claimant associated with the desired exposure. The exposure ID(s) and coverage(s) associated with the claimant will appear below the claimant along with accounting information connected to that exposure

To access the exposure file’s Accounting screen from the claim file’s Accounting screen:

  1. In the Claim Accounting Summary, navigate to and select the caret next to the claimant associated with the desired exposure. The exposure ID(s) and coverage(s) associated with the claimant will appear below the claimant.
  2. Navigate to and select the exposure ID and coverage link of the desired exposure. You’ll be directed to the exposure file’s Accounting screen.

Additional considerations

You can access the exposure file’s Accounting screen in two additional ways:

  1. Access the exposure file’s Accounting screen from the Exposures screen. See View the exposure file’s Accounting screen.
  2. Access the exposure file’s Accounting screen from the left menu by selecting an exposure from the left menu and then selecting Accounting from the tabbed navigation. See Claim file and exposure file headers and left menu navigation.