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When preparing and selecting for Batch Deposits allow an additional sort by Payment Type but there are only 2 options it provides for are Insurance or Payments; allow to also pull or separate by any Payment Source Types, Check, Credit Card, Cash, etc. anything the company allows as a payment form. Running down a long list I'm missing selecting some.
Regarding Insurance Payments, some are ACH and some are physical checks. Physical checks should appear and be able to pull in the Batch Deposit list with any other payment as a check that is going to the bank. ACHs should show up too but can be sorted out for electronic deposit captures similar to Credit Cards that can be batched sometimes just to reconcile all ACHs at month-end or whenever a company processes them to checking but often at time of bank reconciliations.
I'm not understanding once payment is received why Insurance Payments are kept separate.
When entering the Batch Deposits; please default to "All Branches" and "All Payment Types". It would minimize the ClaimCheck and Insurance Assignments to be forgotten and the need for reopening the posting dates to balance the financials.
I just need a payment source or payment type called ACH when posting to a case. They can be closed same as deposits but it has to have this coded delineation. We have large insurance companies that pay via ACH not checks and they need to appear different when we close or create batch deposits. I have no choice but to enter Insurance Assignments as all checks so when you go to create a deposit batch you cannot tell the checks from the ACHs.