Purpose

Once a carrier accepts a claim, there is still one final step in the claim journey: payment. To ensure that all your accepted claims result in cash in your bank account, we’ve introduced the ability to upload carrier payments. This feature allows you to mark which claims have been paid and which remain outstanding. By tracking payments and cash flow, you can easily follow up with carriers for any missing payments. Note: This is only available Non Seven Senders Claims. 

Uploading Carrier Payments

Upload carrier payments is a simple process 

1. Navigate to the Carrier Claim Payments page
   
   
   

2. Download the provided example file and open it in your preferred spreadsheet software (Excel, Google Sheets, Numbers, etc.).
   
   

3. Copy your payment data into the example file

   1. Ensuring you keep the files formatting e.g. Don't add or remove columns, don't change the columns order, etc.
   2. Ensure the correct data is put in the correct column e.g. payment date should be entered in the column with the heading Payment date. 
   3. Ensure the formatting matches the example row e.g. Payment Date is in the format DD.MM.YYYY
      
      

4. Download your completed file in .CSV format
   

5. Use the uploader on the Carrier Claim Payments page to attach your.CSV file.
   
   

6. Click 'Upload payments' button, which should now be enabled.
   
   
   

7. The system will process your file, and the results will appear below the uploader. You will see the total number of successfully processed claims and details of any failed claims, including the tracking code of the claim and the reason for the failure. Note: The results will disappear from the page once you refresh the page or upload another file. 
   
   

8. All successfully processed claims have their status automatically updated to 'Paid' and will show as Paid in the Claims Center and within Analytics