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Introduction

Transfer From

Show unallocated cash for all clients

Show unallocated cash and credits for a single client

Unallocated Cash

Show unallocated cash for all clients

Show unallocated cash and credits for a single client

Transfer To

Confirm

Finish

Introduction

The Cash Journal wizard is used to transfer unallocated cash and credits between clients or between insurers.  The wizard is found by selecting Finance, then Cash Journals.

The pages to be completed are:

Transfer From

Your selection in Transfer Type will point your selections for Unallocated Cash Selection to apply for either clients or insurers. This article discusses the process for a Client Transfer - this could be useful when a client pays one bulk amount for multiple policies across different client profiles in INSIGHT.

Show unallocated cash for all clients

When this option is selected, the next page will show all clients with unallocated cash.

Show unallocated cash and credits for a single client

When this option is selected, a search bar will appear, prompting you to search for and select the client you want to transfer cash/credit from.

For Transfer Type, select Client Transfer, then make your selection for Unallocated Cash Selection, and select Next.

Unallocated Cash

There are 2 outcomes for this page, depending on your selections for Unallocated Cash Selection:

Show unallocated cash for all clients

Displays all clients that have unallocated cash.

Select the Transfer checkbox against each client you want to transfer cash from. You can also use the Transfer Amount field to edit the amount, in case you don't wish to transfer the full amount. Once done, select Next.

Show unallocated cash and credits for a single client

Displays all unallocated cash for a single client.

Select the Transfer checkbox against each unallocated cash you want to transfer. You can also use the Transfer Amount field to edit the amount, in case you don't wish to transfer the full amount. Once done, select Next.

Transfer To

This page is the same regardless of your selections for Unallocated Cash Selection - it will display a search bar, prompting you to search for and select the client you want to transfer cash/credit to.

Search for and locate the client you want to transfer cash/credit to, then select Next.

Confirm

Review the Transfer From, Transfer To and Transfer Amount details, select Post to Accounts and Yes to the confirmation message.

Finish

Select Make Another Transfer to return to the start of the wizard or Exit to navigate away from the wizard.