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Managing Company Configurations in BAP

Overview

The Company Configurations page allows administrative users to control high‑level system behaviors, workflows, and automations within BAP.
Because these settings impact all vendors and company processes, configuration access is restricted to Administrative (MCA) roles.

Requirements

Only users with an MCA (Carrier Admin) role have permission to edit Company Configurations.

How to Access Company Configurations

  1. In the main menu, select My Company.
  2. From the left-hand navigation, choose Company Configurations.
  3. Scroll down to the Configuration section to view available options.

Configuration Options Explained

Carrier Access to Executive Dashboard

Enables MCA users to access the Executive Dashboard.
Once activated, access can be managed individually for each MCA user in Manage Users.

Manual Estimate Workflow

Allows all vendors associated with your company to submit manual estimates for claims that originate from your verified data source (such as Verisk, CoreLogic, FileTrac, etc.).

Manual Claim Workflow

Allows all vendors associated with your company to submit manual claims directly into BAP.

CAT Code Rules Workflow

Restricts vendors from submitting claims with a valid CAT ID under non‑CAT assignment types.
When enabled, you must configure additional details within Manage Fields in the Assignment Type section.

Upload Invoices to Estimation Tool When Marked Paid

Triggers VIP to export PDF invoices to your verified data source once the invoice is marked Paid.
By default (“out of the box”), invoices export when they are marked Ready for Payment.

Sub-Invoice Tax Configuration

Includes applicable taxes within the invoice total rather than adding them on top of the total.

Day Rate Workflow

Enables the Day Rate Workflow feature.
This adds Start Date and End Date fields to the vendor invoice submission page.
Additional configuration is required within Manage Fields under Assignment Types.

ACH Report Creation

Generates a daily ACH payment report, available on the ACH Batch Log page located under Batch Management.

Parent Invoice/Estimate Configuration

Prevents vendors from submitting a Supplemental Invoice for the first claim exported to VIP from your verified data source.

Autogenerating Invoice Number Configuration

Allows you to customize the automatic invoice numbering format for all vendor invoices.
Once enabled, you can define the structure that all invoice numbers will follow.

Customize Ready for Payment Subject Line

Allows customization of the subject line used in the Ready for Payment email notification sent by VIP Software.

MCA Ability to Edit SLAs (Allow MCU to Edit SLAs)

Allows MCA users, and optionally MCU users, to edit SLA calculations after a vendor submits an invoice that includes SLA penalties or rewards.

PDF File Name Format

Enables customization of the PDF naming convention used when downloading invoice PDFs from the system.

Saving Configuration Changes

After updating your settings, scroll to the bottom of the page and click Save to apply your configurations.