Insurer Account Status Report

Insurer Account Status Report

Purpose

Provides details of the Insurer account current and future ledger balances

Accrued Interest may also be reported

Export report data option can be used to review additional set up structures that have been applied to the insurer accounts (such as Exclusion from Payout)

Timing

Report may be run at anytime

Access

  1. Insurers | Print Account Status Report

Report

Report Specific Parameters

Field
Explanation
Debit Balances (Current)
Check on to report accounts with current ledger debit balances

Usually used to check for Insurer accounts that have been overpaid and a refund is required
Debit Balances (Future)
Check on to report accounts with future ledger debit balances 
Page break
A new page will be started for each report order change



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