Export claim payments to Accounting system
- Anne Vu: Insurance-VN
- Liwei Xu: Insurance-UK
Table of Contents
Introduction
Claim payments can be configured to export to accounting system as specified on your organization's demand.
Currently, claim payments can be exported to the following Accounting systems:
Tripletex
Business Central
Prerequisites
Accounting system should be integrated with Seamless and enabled.
You need to have permission to view and manage claim payments.
Please contact Seamless Team for this feature.
Common data on claim payments to be exported
Actual data to be sent might be varied depending on your business.
# | Seamless Field | Required? |
|
|---|---|---|---|
1 | Organization | Mandatory |
|
2 | Claim Ref. | Mandatory |
|
3 | Claim Transaction Ref. | Mandatory |
|
4 | Claim Transaction Amount | Mandatory |
|
5 | Claim Transaction Currency | Mandatory |
|
6 | Claim Transaction Type | Mandatory | for ex: reserve (indemnity), reserve (expense), payment (indemnity)... |
7 | Claim Transaction Description | Optional |
|
8 | Claim Transaction Created Date | Mandatory |
|
9 | Policy Ref. | Mandatory |
|
10 | Product Id | Mandatory |
|
11 | Cover Id | Mandatory |
|
12 | Cover Display Name | Mandatory |
|
13 | Cover Reporting Code | Optional |
|
14 | Cover Industry Code | Optional |
|
15 | Claim Payment Recipient Name | Mandatory |
|
16 | Claim Payment Recipient Address, Postcode, City, Country | Optional |
|
17 | Claim Payment Recipient SSN/Organization No. | Optional |
|
18 | Claim Payment Recipient Payment Info | Mandatory |
|
If you would like to request an article, drop us a mail at seamless.support@seamless.insure