Documentation | User Guide

Documentation | User Guide

Create insurance companies

This part of the guide explains how to create an insurance company.

Step 1 - Go to the page List of Insurance companies

  1. Go to the Administration module;
  2. Choose the Base Tables option;
  3. Select the Misc Base Tables option;
  4. Click the Insurance Companies menu. This action opens the List of Insurance companies page (509:2130);

Step 2 - Create an insurance company

  1. Click the Create button. This action opens the Insurance Company popup window;
  2. Fill out the required fields (identified with a red star *). For example, TIN, Start Date, etc.;
  3. Click the Save button. This action confirms the creation of the insurance company and updates the List of Insurance companies page (509:2130).