- General
- FileTrac Evolve - The Platform
- New Releases and Announcements
- Getting to know FileTrac
Financials, Billing, Invoicing & Timelogs
Documents found in this folder are for the Admin user and relate to either, time logs, invoicing, billing, reserves, adjuster payouts and receivables.
- Adding Time & Expenses to a Claim
- Authority Levels - Setting Limits for Users
- Billing from Start to Finish
- Check Manager
- Claim Payments Entered in Reserves
- Claim Sharing with Multiple Insurers
- Invoicing & Billable Amounts Differ
- Line Item Credits
- Macro Templates
- Reserve Checking Account - How to Set One Up