Claims Printing – Hereford

The Contract Claims print process has been amended to invoke amendable Crystal Report Definitions

The following steps will be required to set up the report:

  1. Store the report format Hereford claims.rpt included with this mail onto your PC.
  2. In QLX, access the Maintenance option from the top menu bar and go through the menus to Printing, Report Maintenance.
  3. Click on heading System Default Reports on tree that is displayed and click Add on right hand of screen.
  4. Enter details to Repot Parameters as per the attached screenshot (Note: this screen is case sensitive).
  5. This will add a Claims Print entry to the tree structure.
  6. Click to left of Pay Slip entry. This will then display Report Templates.
  7. Highlight Report Templates and click Add on right hand on screen.
  8. Enter details as per the attached screenshot. When requested for file name, use Browse to point to the file stored in point 1 above.

Claims can then be printed from Payroll, Reporting, Pre-Printed Documents menu.

  • The first screen will request the template for which the claims are to be printed.
  • The second screen will request whether all claims are to be printed or just those that have not already been printed.
  • The third screen allows for the optional selection of an employee. (Note: if no employee is selected, then all employees will be printed).

The report is then processed using the standard Crystal Report function.