Claims Collections

Navigating to Claims Collections

To access the Claims Collections, click on the Claims Collections link in the sidebar. This section allows you to start the process of collecting claims related to travel bookings.

Understanding Claims Collections

Claims collections are collections or receipts for payments related to claims.

Creating a New Claim

To create a new claim, navigate to the Claims Collections section and click on the New button. You'll need to provide details such as:

• Description: A brief description of the claim.
• Payment Method: The method of payment, this is a lookup field that is used to select the payment method which are defined in the Payment Methods section.
• Package: The travel package associated with the claim.
• ToDate: The date by which the claim should be processed.
• Filename: A field that allows you to upload any relevant documents or evidence related to the claim. Otherwise if empty, the system will generate a filename based on the date and time.
• Validation result: The outcome of the claim validation process. Leave this field empty.

After filling in at least the required fields (Payment Method and ToDate), click on Save to create the claim collection.

Managing the Claim Collection

Once a claim collection is created, you can view the individual claims associated with it in the section bellow the collection details.

But first, you need to Prepare the claims by pressing the Prepare Claims button in the command bar. This will validate the claims and prepare them for processing. If there are any validation errors, they will be displayed in the Validation result field. You can then correct the issues and re-prepare the claims.

After preparing the claims, you can proceed to process them by clicking on the Post Collection Journal button, next to the Prepare Claims button. This will process the claims and send emails to the customers associated with the claims, notifying them of the claim status and any actions required.