Insurer Control Details

Insurer Control Details

Purpose

Provide control details for the month end roll over process, key setup parameters and allow file paths to be selected for custom reports 

Access

  1. Insurer | Edit/View Insurer Control Details

Dialog Details


Details Specific Fields

Field
Explanation
Fixed Loan Insurance Cost Fields
Enter the field number(s) from the Fixed Loan Cost Items Setup that represents the financed items that are Insurance

This field identification is used to check the amount entered to the Fixed Loan Finance dialog for that item to the total value of insurance when the insurance policy detail is loaded

If there is a difference and error message will display
Variable Loan Insurance Cost Fields Enter the field number(s) from the Variable Loan Cost Items Setup that represents the financed items that are Insurance

This field identification is used to check the amount entered to the Variable Loan Finance dialog for that item to the total value of insurance when the insurance policy detail is loaded

If there is a difference and error message will display
Allow Basic Insurance Detail Entry
If checker on the button is activated on Fixed Loan and Variable Loan Accounts 



    • Related Articles

    • Insurer Details

      Purpose Displays any internal Insurance Policies held by the loan client The policy is normally a requirement of the loan Timing Insurer details may be added or edited at any time Access from a Lending Account Details dialog Dialog Details Details ...
    • Insurer Account Details

      Purpose Insurer Accounts are just a specialised sundry creditor account that records amounts of financed insurance that are due to be paid to third party insurers, or retained as insurance income. The future ledger may be used to record insurance ...
    • Dealer Control Details

      Purpose Provide control details for the month end roll over process and allow file paths to be selected for custom reports Access Dealer | Edit/View Dealer Control Details Dialog Details Details Specific Fields Field Explanation Allow Dealer Lease ...
    • Payout Insurer Balances

      Purpose To automatically pay to insurers amounts that are due to them by direct credit or cheque. Insurer accounts can be selectively excluded from this process Timing This process is usually run towards the end of the day, once all loans for the day ...
    • Insurer Account Type Setup

      Purpose Allow the setup of transaction types that will control the posting of insurance policy and insurance rebate amounts to an Insurer Account. Access Account | Edit/View Account Types | | Insurer Account Type Details | Dialog Details Details ...