Accounts Receivable Configurations For Employee Insurance Billing In The Customers Program

What needs to be added to a customer record to set up employee insurance billing?

• Customers
• Deduction Master
• Payroll Employee Master
• Accounts Receivable Codes
• Accounts Receivable Charge Codes
• Accounts Receivable Miscellaneous Codes

Would like to know how to configure an AR customer record to work in conjunction with payroll employee insurance billing

General Revenues > Accounts Receivable > Setup > Customers

1. Click Search
2. Enter the Customer Id and click Accept
3. Click the Personal / Business tab
4. Click Update and enter an Employee Number
5. Click the Other tab and select a customer type from the Customer Type dropdown. Note that customer types can be created via the Accounts Receivable Miscellaneous Codes program.
6. Click the General Billing tab and enter information under the Insurance Information heading
7. Click Accept 

Adding new Accounts Receivable Customer Type Codes

General Billing Procedures Document (Appendix B - Employee Insurance Bills)