Unallocate Insurance Payments

When necessary, you can unallocate an insurance payment from the Transactions module > Insurance Payment tab.

To unallocate an insurance payment:

1. Open the Transactions module and click the Insurance Payment tab > Ins. Payments (All) sub-tab.



2. Search for and select the insurance company.

Note: The full list displays if the Load all Ins. companies in list checkbox is selected in the Transaction Options window > Payment Options section.

1. Enter the first character(s) of the company you are searching for based on the column headings and click the applicable heading to sort.

Tip: You can enter an underscore (_) to display all results within the column.

Note: You can select the Include Inactive checkbox to include inactive insurance companies in the search.

2. Select a listed insurance company.
3. Right-click a listed payment and select Disbursement to display the Insurance Disbursement window.
4. Select an entry and click Unallocate.

Tip: If the value in the Applied column is higher than 0.00, the money has been partially or fully allocated.

5. Repeat Step 4 as necessary.
6. Click Close.