Once a claim with a status of Rejected, Paid, or Denied has been reopened, you have the option to add a transaction to a claim.
To open a claim, click on the button from the claim details page. Note that you must be configured with the Open/Close Claims ACLs in order to open a Rejected, Paid, or Denied claim.
After the opening the claim, the +Add Transaction button will appear on the claim details page.
Adding a Transaction to a Claim
To add a transaction to a claim, click the +Add Transaction button.
In the dialogue box, select the type of transaction you wish to add to the claim.
If the claim has a status of Rejected, you can select Writeoff as the Transaction Type. This will allow you to write off up to the balance of the claim.
If the claim has a status of Paid or Denied, you can select Payment (for up to the total amount of the claim), Credit Note (for up to the balance of the claim), Debit Note (for any amount), or Writeoff (for up to the balance of the claim).
Adjust the Amount of the transaction and Posting Date as necessary. If Writeoff is selected as the Transaction Type, you must also select an Expense Account. When you have finished, click Add Transaction.
The new transaction will appear in the Claim Transactions list on the claim details page.
Reversing a Payment Transaction
You can reverse a Payment transaction (add a transaction of Type Cancel Cash Receipt) directly from the Claim Transactions list.
To reverse a Payment, click the downward arrow next to the Allocate or Allocations button on a Payment transaction and select Reverse.
In the dialogue box, Cancel Cash Receipt will be selected as the Transaction Type along with the Electronic Billing-type Funder for this claim and the claim Amount. These fields will be locked for editing.
Adjust the Posting Date and enter a Comment if necessary. When you have finished, click Save.
A new transaction of Type Cancel Cash Receipt will be added to the Claim Transactions list.