The Other Payments tab has been designed to capture payments (other than weekly payments). This includes other payments that are to be reported to the regulator, as well as non-reportable payments.

If you are working across different jurisdictions, you may notice that fields within the page do slightly differ depending on the state/policy that the case is registered in. This is so that the required information is captured and reported.

To access the Other Payments page go to use the side menu to select Financials > Payments.

Before entering other payments, it is recommended that you familiarise yourself with the relevant guidelines in your jurisdiction.

To successfully make a payment, it is necessary to first verify that the Claim Data page is fully completed and that your estimate is up to date. If either of these requirements is not met, then your payment will be classified as non-reportable and won't be forwarded to the regulator. In this case, the Non-Reportable checkbox will be automatically checked and a note will be displayed to guide you on what is necessary to ensure that your payment is sent to the regulator.

To enter an Other Payment click on +Add Other Payment

You will be directed to the payment page, where you will find the necessary fields to input your payment information.

The presentation of system pages may vary slightly across different jurisdictions in accordance with their specifications. The pictures below are just examples, but the principles remain the same.

To begin, fill out the Invoice Details section. If you have recently used a creditor, you can select them from the drop-down menu under Recent Transactions to expedite the process. Otherwise, simply select the Creditor and enter the necessary invoice information.

To add a new payment, go to the Line Items section and click on the Add button. This will bring up a pop-up box where you can enter the payment details. Once you have filled in all the required information, click Save at the end of the box.

To add multiple items to the same invoice, simply click on the Save & Add button again and enter each line item separately.

When you are finished click on Save and the Other Payment will be entered. You will then be taken back to the Payments page.

Other Payments are recorded and listed within the Other Payments section of the Payments page:

To view the payment details click on the expand icon (>) to the left of the Transaction date.

To view specific payment records, you can filter the entries by selecting the filter icon in the heading row and entering specific search parameters. Alternatively, you can use the search field located in the top left of the section.

By default, the Payments page will show transactions as a whole invoice total. If you would like to view all line items in each invoice, you can switch to the Line Item View as indicated below.

To Replace or Null payments, simply access the meatball menu and select the Null/Replace button to the right of the payment record, provided you have been granted user permission.

To Null / Replace a payment, Line Item View must be turned off.

If you are unable to see this option, you will need permission to edit or null payments. Speak with the Admin user within your organisation to request this.

The system will ask you This action will Null the entire payment/invoice. Do you wish to proceed? Select Yes.

Another prompt will appear, asking, Would you like to re-add a similar payment/invoice?

Select Yes, if you would like to add a similar payment to the system i.e. edit details of the original payment.

Select No, if you'd like to fully remove (Null) the payment without adding a similar payment.

If you select No, the payment will be removed and you will be taken back to the payment record page.

If you select Yes, will you be taken to the Add Payment page where you can edit the payment information. When you have made your changes click Save or Save and Email and the payment details will be updated.

Once returned back to the Payments page, and depending on your account settings, you will be able to identify Nulled payments by an X in the far right column. You will also see a negative amount listed against the payment:

If a user is adding a Payment similar to one that has already been added to this Claim, the Recent Transaction dropdown can help save data entry time.

Selecting a Payment from this list will prepopulate data into the Add Payment page. Line Items will also be prepopulated based on the selected Payment.

Data will only prepopulate into fields that are visible and editable (not read-only).