Yes. On the Master Report, Supplemental Approval sits on its own line under Initial Approvals. Each row is one project, with its PO, its name, and three totals: Supplementing + Estimating, Appraisal and Total Non-Payable.
Supplement tracking for insurance claims: supplement money counted apart from the first approval
On most insurance roofs the carrier pays more than its first estimate, after rot under the shingles, a second layer or a code item turns up. In CRM For Claims that extra approval is entered as supplement money, so you can see how much of the month's approvals came from supplements and on which projects.
One example roof claim, approved money
$24,190
- Initial approval$18,400
- Supplemental$3,250
- Appraisal$1,900
- Non-payable$640
The amounts are made up. The four kinds are how the reports below group them.
Five invoice types for supplement money, sorted by what they do to the balance
Supplemental ACV, Supplemental Recoverable Depreciation and Supplemental PWI are invoice types of their own. They sit next to the original ACV, depreciation and PWI types, so a supplement never disappears into the first number. Two more supplement types record money the office should not chase from the carrier.
The carrier owes you this
Balance is the invoice amount minus the payments put against it.
Supplemental ACVthe extra scope's first release Supplemental Recoverable Depreciationheld back on the extra scope until the work is done Supplemental PWIpaid when the conditional item is actually incurredRecorded, not chased
Saved with a balance of zero.
Supplement Non-Recoverable Depreciationthe part the policy will not release Supplement Roof Payment Schedule (RPS), customer's portionthe share a roof schedule leaves to the homeownerSupplement Non-Recoverable Depreciation and the supplement Roof Payment Schedule customer's portion are saved with a balance of zero. Appraisal money has the same set of types: Appraisal ACV, Appraisal Recoverable Depreciation, Appraisal PWI and the two non-payable ones. How these types fit with the deductible, retail payments and expenses is explained on claim invoicing built on the insurance estimate.
Insurance invoice types wait for the claim number
What the invoice form says on a project with no claim numberYou cannot select Insurance Related Invoice type since claim information is not filled yet.
Until the claim number is filled in, the invoice form offers only the retail types. A supplement therefore always lands on a project whose claim number is on record. The warning carries a link to the claim screen of that project.
What that claim screen holds, from the deductible to the appraisal and umpire tabs, is on insurance claim tracking.
The Additional Supplements report, column by column
The report answers the owner's question at the end of a month: how much supplement and appraisal money did we get approved, and on which jobs. It lives with the other reports on the KPI page.
From: first of the monthTo: last of the monthShow
| Project PO | Project Name | Supplementing + Estimating | Appraisal | Total Non-Payable |
|---|---|---|---|---|
| 31182 | Example Street hail roof | $3,250.00 | $0.00 | $640.00 |
| Supplemental ACV, $2,100.00 · Supplemental Recoverable Depreciation, $1,150.00 · Supplement Non-Recoverable Depreciation, $640.00 | ||||
| 1204 | Oak Court roof and gutters | $0.00 | $1,900.00 | $0.00 |
| TOTAL | $3,250.00 | $1,900.00 | $640.00 | |
- The Additional Supplements report has a From and a To date and opens on the current month.
- Each row is one project, with its PO, its name, and three totals: Supplementing + Estimating, Appraisal and Total Non-Payable.
- The chevron at the start of a row opens the invoices behind it, with invoice number, date, type and amount.
- Only approved invoices count, by the issue date entered on the invoice. A supplement still waiting on the adjuster stays off it until its invoice is marked Approved.
Seeing the report takes its own permission, Allow Viewing Additional Supplements Report. The project name in each row opens that project's income page, where the invoices can be checked one by one. The rows and amounts above are an example.
The same supplement in three reports, and the date each one counts by
A supplement approved in March and paid in May can land in different months depending on which report you open. Knowing the date each one counts by is what lets the March total and the May deposit both be right.
Master Report
On the Master Report, Supplemental Approval sits on its own line under Initial Approvals. That line is dated by the day the invoice was created in the CRM and leaves out invoices with the Not Payable Amount Exception.
Counts by: day the invoice was created
Balance Sheet by Payment Type
Balance Sheet by Payment Type filters by status (Approved, Pending or Denied) and by invoice type, and one of its choices is All Except Non Payable. Each type shows its share of the total in percent and its dollar amount, with a pie chart and a column chart above the table. The report can be printed.
Counts by: the range and status you pick
Project Reports
The Project Reports page of a single project breaks its paid insurance income down by invoice type. For one job, that shows the supplement next to the first approval once both are paid.
Counts: invoices paid in full
The other reports on the KPI page, and the date rule behind each, are laid out on claims CRM reporting.
Approved on paper, never going to be paid
Sometimes a carrier approves an amount that will never reach the company, for example when part of the approved scope is dropped from the job. Left alone, that invoice keeps a balance and keeps showing as money owed.
Before
Supplemental ACV$1,400.00
Balance$1,400.00
Exceptions
After
Supplemental ACV$1,400.00
Balance$0.00
Not Payable Amount Exception was applied to this invoice.
The Not Payable Amount Exception sits under Exceptions in the invoice window. Applying it sets the invoice balance to zero and adds a line to the invoice memo. The invoice stays on the project as a record, and the approval lines of the Master Report no longer count it.
How a supplement gets approved in the first place, and why a verbal yes from an adjuster is not yet money, is covered in the article on insurance claim supplements and approvals. Invoicing is on the Professional plan.
FAQ
Frequently asked questions
Straight answers about who we serve, what we automate, and how to get started.
No. Only approved invoices count, by the issue date entered on the invoice. Balance Sheet by Payment Type filters by status (Approved, Pending or Denied) and by invoice type, and one of its choices is All Except Non Payable.
Supplement Non-Recoverable Depreciation and the supplement Roof Payment Schedule customer's portion are saved with a balance of zero. In the Additional Supplements report both are added up under Total Non-Payable.
Seeing the report takes its own permission, Allow Viewing Additional Supplements Report.
No. Appraisal money has the same set of types: Appraisal ACV, Appraisal Recoverable Depreciation, Appraisal PWI and the two non-payable ones. Each row is one project, with its PO, its name, and three totals: Supplementing + Estimating, Appraisal and Total Non-Payable.