This article will demonstrate how to transfer legers within bulk claims.

1. Click Claims in the Menu Bar.
2. Select Claims in the Drop-down box.
   
   

3. On the Claims grid, click Open Filter in the Ribbon Bar.
4. In the Open Filter Box, choose the appropriate options.
   
   
   • Example:
     • Misc Tab Voided Claims- Click No.
     • Misc Tab Billed Date- if the user would like to search a certain date
     • Fin Class Tab- Select S/P
     • Fin Ledgers Tab- Standard
     • Click Apply.
       
       
       
       
       
       
        
5. Highlight the claims that need to be moved to a different ledger.
6. Click the options tab in the ribbon bar.
7. Once in the options bar, click AR Ledger Transfer.
   
   
    
8. The AR Ledger Transfer box will pop-up, choose the correct ledger to transfer to and the Eff date
9. Click Transfer.
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