Note: You must have authority to access the Batch Waive screen.
The Batch Waive screen is used to waive outstanding balances on policies that are canceled or non-renewed for a specific date range. It is accessed from the Accounting menu option on the user's Home Page.
In order to select policies and waive balances, you must first build a queue.
Start / End Date: Enter a date range.
Build Queue:
Click Build Queue after entering
the date range.
Note: If a queue was previously built, you can select View Current Queue. If you want to narrow the list of records to waive, select the record(s) to remove from the list, click the Delete button and select Delete Selected. To clear the entire queue select Delete All.
Type of Waive: Select between waiving premium, service charges, miscellaneous charges or a credit balance (refund).
Cancel Date Range: Select the range of cancel effective dates you would like to waive balances; entry format MM/DD/YYYY.
To waive balances on the policies listed in the Grid View, click Waive.
Close exits the Batch Waive screen. Closing the screen does not remove the policies from the queue.