Export return premiums

Return premiums are exported from a central queue and can be exported to any vendor of a client’s choosing, including QuickBooks and Intaact. The only way to export a return premium is via the Red X within BriteCore through the following steps:

  1. Navigate to Policies > Payments > Return Premium.
  2. Select the Red X next to the return premium that needs to be exported. The Clear Return Premium dialog boxoffers two options:
    • Delete Record
    • Mark Exported

      Note: This option exports the return premium to the desired vendor.

  3. Select Mark Exported.
  4. Select OK and the return premium will display on the vendor’s site.