Adjuster Estimates

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Last Post 08/05/2013 4:02 PM by  A_Casey
Showing prior payments on supplement estimate?
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A_Casey
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Posts:17


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07/22/2013 12:24 PM

    I am currently on 27.5, I need to be able to show prior payments made after the initial estimate was produced. Anyone know how?

    Thanks,

    Alex

    Wagenmaster
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    Guest
    Posts:14


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    07/23/2013 4:15 PM
    Go to help, type in "prior payments" click on search and it will tell you.
    AcceleratedAdjuster
    Member
    Member
    Posts:165


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    07/24/2013 2:20 PM
    Posted By A_Casey on 7/22/2013 12:24:12 PM

    I am currently on 27.5, I need to be able to show prior payments made after the initial estimate was produced. Anyone know how?

    Thanks,

    Alex

    While in the estimate, click on the "Window" tab on the upper left of the Xact toolbar. There should be an "advance payments" button. Click it and record the payment.


    www.acceleratedadjusting.com www.acceleratedadjustingisrael.com
    A_Casey
    Guest
    Guest
    Posts:17


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    08/05/2013 4:02 PM
    Thanks for the help Accelerated Adjuster. I went online and did the chat session with Xactimate. At first they had no idea how to do it. But what you said is what they ended up telling. Thank you again.
    Alex
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