The Bordereaux screen is accessed from the top menu or within a Contract and has three tabs; Expected, Approved and Processing. The screen is used to manage Bordereaux records at all stages of processing, from Overdue through to Approved. Bordereaux appear in each of the tabs depending on their status. 

If you are an Insurer user, then there is a switch above the grid to select only those Bordereaux which are associated with Contracts where you lead on at least one Section.

Expected

This tab is used to monitor the receipt of expected Bordereaux. You can see all the Bordereaux entries related to this Contract that have a status of either ‘Scheduled’ or ‘Overdue’. Bordereaux appear with a status of ‘Scheduled’ if their due date is within the next 14 days. Bordereaux appear with a status of ‘Overdue’ once their due date is in the past. You can select to record Bordereau as Nil Bordereau Submissions‍ from this tab. 

Processing

This tab is used to monitor the processing of received Bordereaux. You can see all the Bordereaux entries related to this Contract that have the following statuses: ‘Uploaded’, ‘Processing’, ‘Review Errors’, ‘Review’ and ‘For Approval’.

It is important to note that entries in this tab may relate to more than one Contract of a Policy; for example, a Bordereau may have been received that contains 2016 and 2017 Year of Account Contract Risks. If this is the case, then you can use the down arrow at the far left of the Bordereau to drill down and view the different Contracts that are present in the Bordereau being processed. Bordereaux that relate to multiple Contracts within a Folder can be viewed within each of the relevant Contracts.

If you are viewing the Bordereaux screen accessed from the top menu, then you will also be able to use the Company Responsible switch. Using this switch, you can filter the Bordereaux records returned to only include those where your Company is responsible for the next action, based on the Activity Roles‍ your Company is assigned to in the Bordereau Contract.

Approved

This tab is used to review the Bordereaux that have been Approved that relate to the Contract.

If the Bordereau that was processed relates to more than one Contract of the Folder, then there will be a drop down arrow to the left to the of the Approved status. If you select the drop down arrow, then you can see which other Contracts of the Policy were processed as part of the same Bordereau.