- General
- 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.
- Reserve Checking Account - How to Set One Up
- Reserves - Entering Reserves in a Claim
- Setting up Adjuster Payouts
- The Complete TPA Process in FileTrac
- Time & Expenses - How to Add These Charges to a Claim
- TPA Reporting w/Report Builder Lloyd's Bordereau Report
- Voiding and Deleting Payments in Reserve Accounts