Setting Up Insurance Cards

You may accumulate information about each insurance policy on the insurance card.

To Set Up Insurance Cards:

  1. Open the Insurance Card window.

  2. Click Edit, Insert New.

  3. Fill in the fields on the card. The No. field is mandatory.

    For Help about a specific, click the field and press F1.

Related Topics

Setting Up Insurance Types

Insurance Information Setup

Linking Fixed Assets to Insurance Policies

Updating Insurance Information

Monitoring Insurance Coverage



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