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Claim Deductible Clearing Account — Accounting Integration (Step 4H)

How the Claim Deductible Clearing account works in Blackpurl to manage insurance and warranty deductibles on third-party customer orders.

This article is part of the Understanding Accounting Integration series and covers Step 4H: the Claim Deductible Clearing control account. For the full series, see Accounting Integration Setup: All Steps.
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What the Claim Deductible Clearing Account Does

The Claim Deductible Clearing General Ledger (GL) account is a clearing account used to track deductibles payable on Customer Order third-party claims — for example, an insurance claim deductible or excess amount owed by the customer. This account is typically set up as a Current Liability. Its usual balance depends on which side of the two transactions has cleared first.
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How the Account Is Used

Two transactions move through this account when processing a third-party claim with a customer deductible.
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Transaction 1 — Customer Invoice for the Deductible

When the customer is invoiced for their deductible, the Claim Deductible Clearing GL account is credited. This records the deductible amount as a liability until it is applied against the third-party invoice.
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A service job screen showing details for a Harley Davidson Dyna FXDB 2015 BLACK motorcycle. The interface displays job d
A Sales Receipt screen (no.INV-00000493) showing customer details for Di Blackpurl CTM-0000151, with a total amount of A
A Liability Account History screen for


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Transaction 2 — Third-Party Vendor Invoice

When the deductible is applied to reduce the invoice sent to the third-party vendor — for example, the insurance company — a clearing entry is made to the Claim Deductible Clearing GL account. This debits the account, offsetting the credit posted in Transaction 1 and bringing the account balance back to zero.
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An Invoice screen (no.INV-00000494) for customer
A Liability Account History screen showing two transactions for the


The third-party invoice clears out the Claim Deductible Clearing GL account for the deductible paid by the customer. Both transactions together should net to a zero balance once both sides have been posted.
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The same Liability Account History screen but with a red border around both transactions, showing the complete clearing


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Restrictions

Do not make manual accounting entries directly to this GL account in your accounting application. Its balance must always reflect the activity recorded in Blackpurl — manual entries will cause the two systems to fall out of sync.
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Related Articles

For more information about how third-party customer orders work, see Service Job Payment Types Explained.

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