This feature, or some fields and options described, might not be available depending on your settings, security rights, or platform package.

An Accounting-Only Policy is a policy record entered on the Direct Bill Entry data entry form that does not match a policy in the Policy System. Policies in the Policy System are those entered or downloaded to the Policy data entry form.

You can review Accounting Only Policies in the Customer Register view only. They do NOT display in the Policy view.