The system automatically maintains a list of all financial transactions on case. Financial transactions are the payments and bills issued for eligible and active product delivery cases. These financials are automatically included on the list of transactions as a result of payment and bill generation.
Transaction details that are displayed on the list include the amount of the processed transaction, the transaction type, e.g., payment, the name of the nominee who receives the payment or bill, the method of payment and payment due date.
Each financial transaction can be expanded to see full payment or billing details including a full breakdown of the amounts issued per eligible case component and any deductions applied to those amounts, e.g. tax deductions applied to payments. For information on financial transactions, see the Cúram Financials Guide.