VTI & TPD
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Ensure all insurance updates have been entered in Database.
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In black taskbar at top of screen click on “Back Office” and then “VTI Summary”
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a) If you have already started a new report since the last month’s payment – on the most recent report click “Refresh”.
b) If you haven’t started a new report since the last month’s payment – click on “New VTI Report” link at top left of page. -
Once report has completed Refresh, click on “View Details” and check report as necessary.
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If any changes are required, do them in the individual Member’s Insurance screen, then go back to “VTI Summary” and click “Refresh”.
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When you are satisfied with report, Go back into the “VTI Summary” page and click on the “Finalise” link, then on the “Finalise VTI Report” button that pops up.
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Make the payment as usual (cheque or internet banking) using the “Total Payable” amount at bottom right of report.
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a) If the report is correct as it is in database, go back into the “VTI Summary” and click on the “Send email” link, then on the “Send email” button that pops up
b) If the report needs some adjustment, go back into the “VTI Summary” and click on download CSV file link. Then open the downloaded CSV file, make adjustments, attach file to email and send to Sovereign. -
NEED TO ADD IN ALTERATIONS REPORT EMAIL?
LA & IPP
- Complete steps as for VTI & TPD above, replacing “VTI Summary” with “LA Report” or “IPP Report” as necessary.
