In Your Business

SAME DAY ROOF DIAGRAMS

In Your Business - News related to the Business end of Catastrophe claims handling.
 

Quick Tip - Xactimate v25: Adjusting O&P Per Claim

Roy
/ Categories: CADO Blog, Software

Problem: Overhead & Profit is on the estimate when no O&P is needed or you wish to remove it.

 

Solution: Remove the O&P. To remove the O&P click on the Claim Info tab and then on the Parameters tab.

 

 

O&P 1

Once on the Parameters Page locate the O&P section and change the amounts to $0.00. No O&P will be added to the complete estimate.

 

 


 

Problem: O&P on an item that does not need O&P when O&P applies to the rest of the estimate.

Solution: To remove O&P from an individual item like roofing, click on the Unit Cost and be sure the Non-O&P option is selected.

 

 

 

 

 

 

 

 

 

Problem: O&P is added to the Sales Tax

Solution: If your instructions indicate that no O&P should be added to the tax.  To do this click on the Claim Info tab and then the Parameters as shown below.

 

 

 

Once on the Parameters screen look for the Sales Tax button and click it.

 

 

After clicking the Sales Tax button you will see the following.


Click on the Tax Type Drop Down (highlighted in the image above) to change to Neither.


When you proof your estimate you should see the Sales Tax after the O&P. You do proof your estimates, right? Be sure to check the client instructions for any special guidelines related to O&P. The images below apply to the Sales Tax.

 

 


 

Xactimate is a registered trademark of Xactware.

 

Tags

Xactimate

Comment

Colleen Nance · 11/20/2008 10:00:53 PM

Thanks Roy

Peggy · 4/30/2009 3:46:13 PM

Roy, <br><br> What has happened since 2006? You haven't entered any tips on Xactimate, nor has anyone else. I am new to the program and am looking for input from seasoned users. Anyone out there?

Texas Adjuster License Online · 1/26/2010 10:15:55 AM

Same here: looking for tips on Xactimate.

Danny Cave · 7/23/2010 3:52:47 PM

WARNING!!!!!!!!! When you download a price guide from Xactimate they tax setting is set according to that States Tax Laws. Changing the tax setting can get you into trouble if a savvy GC or public adjuster finds out your doing it. Read more about this in Xactimate Help.<br><br>You may post any Xactimate questions to me at dannycave20@gmail.com I am currently teaching Xactimate 27.

warning
You don't have permission to post comments.

Channels

In Your BusinessIn Your Business

In Your Business

News related to the Business end of Catastrophe claims handling.
KBKB

KB

Information and Resources on Claim Handling and Catastrophe work for adjusters and those looking to enter the claims handling industry.
LicensingLicensing

Licensing

Information and Resources related to Adjuster Licensing
NFIP SupportNFIP Support

NFIP Support

Information and Resources for insurance adjusters related to the handling of flood claims.
Policy SupportPolicy Support

Policy Support

Software CentralSoftware Central

Software Central

Adjusting Software information, reviews, discussions and links.
Storm PageStorm Page

Storm Page

The Storm Page, this is the CADO version of a weather page. On this page we provide information on current weather events, links to weather sites and weather related discussions. All adjusters are invited to share weather information by posting it in the forum or adding your favorite weather links to the Resource Directory. Also, if you have photos of weather related damage please share them by adding them to the Photo Gallery.