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Filopto Help Manual

 

Insurance - User Defined Group Names (Insurance Group)

 

This table creates groupings that can be used to group insurance companies together.  These groups of Insurance companies permit specialized reports to be generated listing only the insurance companies in that particular group.  For example, you can run the Account Receivable reports based on a particular Insurance grouping which will list only the insurance companies Accounts Receivable being part of the selected group. User defined custom reports can also be created to use this grouping field.  The Insurance Group name field (drop down is contained in the Insurance Company information screen in the Insurance Manager.

 

 

InsuranceUserGroupsetting