How do I Setup a Line Item for Sales Tax in ClickClaims?
To apply sales tax to an invoice in ClickClaims, a Line Item must first be configured as a "Sales Tax Item" within the Accounting module. Conf...
Tue, 17 Aug, 2021 at 12:52 PM
Product & Service Item (PSI) Isn't Showing in Claim Note
If a Product and Service Item (PSI) exists in ClickClaims, but isn't an available item to choose from when entering T&E in a claim note record, plea...
Fri, 12 May, 2023 at 11:09 AM
Why can't I enter 3 decimal places for IRS mileage rate?
The IRS mileage rate can fluctuate between the hundredth and the thousandth decimal place. ClickClaims does not support the thousandth decimal place due to ...
Wed, 14 May, 2025 at 3:02 PM
Vendor Bill Didn't Generate Properly
If you've created an invoice in ClickClaims and the expected vendor bill(s) didn't generate with the invoice or didn't generate properly, it'...
Thu, 26 Jan, 2023 at 4:08 PM
Why are the Received Payments Not Syncing to QuickBooks?
In order for a received payment issued on an invoice in ClickClaims to synch to QuickBooks, it must meet the following conditions: Payment must have be...
Wed, 14 May, 2025 at 3:02 PM
What should I do if a payment or credit was issued to the wrong claim or coverage (TIVA)?
If a credit or eligible payment has been issued on the wrong claim or coverage in ClickClaims, an authorized user can void the record from the claim's &...
Wed, 14 May, 2025 at 2:23 PM
Why Isn't the Adjuster's Name Showing in the "Commissions" Section of the Claim Note
If the name of the claim's assigned primary adjuster stakeholder isn't automatically populating within the "Adjuster" field, located withi...
Tue, 11 Oct, 2022 at 4:15 PM