Quick summary
Recording an insurance claim in Xero is done through the Manual Journals feature under the Accounting menu, where you add a new journal line with the claim's description, account, tax rate, and amount, then post it to finalise the entry.
Steps
- On Xero's main dashboard, navigate to the top menu bar and click Accounting.
- Select Journal Report from the dropdown list of options.
- Click Go to Manual Journals to access the manual journals list.
- Find and open the journal you want to use for recording the insurance claim.
- Click Journal Options to reveal the available actions for that journal.
- Select Edit to open the journal in edit mode.
- Tap an empty line and enter the required insurance claim details, including Description, Account, Tax Rate, Region, and Amount (Debit or Credit).
- Review your input and click Post to apply and save the changes.
- Your insurance claim is now recorded in the selected Xero journal.
