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Tracking Demands for Payment


End users use the Bills view to record demands for payment associated with a claim.

To record demands for payment

  1. Navigate to the Claims screen.
  2. In the Claims list, drill down on a claim.
  3. Click the Bills view tab.
  4. In the Bills list, add a record and complete the necessary fields.

    For more information on claim elements, see Managing Losses Using Claim Elements.

  5. In the Attachments list, attach an electronic version or image of the bill.
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