View Finalized Invoices
There are four types of reports generated by the system:
|
| Summary of Billing - contains brief information of each plan, with details of the charges and the total Premium due. |
|
| List Bill - lists all of the participants and their premiums. This gives plan administrators an instant check list of employees covered, the benefits of each participant and the amount to be withheld. |
|
| Changes to Billing - lists all changes in enrollment or employment status since last invoice. Does not contain dollar amounts or premiums. |
|
| Adjustments to Billing - lists all billing adjustments resulting from retro-active changes in enrollment or employment status. |
To view a Summary of Billing Report:
| 1. | Select Division and Location. To select multiple items, hold the Ctrl key as you select. |
| 2. | Select criteria for the subtotal. This will allow you to arrange the invoice by subgroups (division, location or plan). |
| 3. | Select View Option. By default employees first names are displayed first. You may select to display the last name first. (e.g., "Doe, John M.", instead of "John M. Doe".) |
| 4. | Select Summary from the Report drop down list. |
| 5. | Click View. |
To view a List Bill Report:
| 1. | Select the information to display as instructed above (see To generate a Summary of Billing Report instructions. On step 4, select List Bill instead of Summary). |
To view a Changes to Billing Report:
| 1. | Select the information to display as instructed above (see To generate a Summary of Billing Report instructions. On step 4, select Changes instead of Summary). |
To view an Adjustments to Billing Report:
| 1. | Select the information to display as instructed above (see To generate a Summary of Billing Report instructions. On step 4, select Adjustments instead of Summary). |
Reports will open in a new window for an optimal view. You may easily return to the original invoice by simply closing the new window.
To download invoices in Microsoft Excel format:
| 1. | Select the information to display as instructed above (see To generate a Summary of Billing Report instructions. On step 5, click the Download button instead of the View button). |
| 2. |
If your browser automatically opens the document in it's native application or
reader (Microsoft Excel), you will have the option to do a File/Save to capture
the document to your local computer.
If your browser prompts you to download and save the file, simply choose an appropriate place on your local hard disk to store the file. You will want to carefully note the location you save to so that you will be able to find the file when the download is completed. In addition, you can save a file by right clicking on the link, then clicking "Save target as" (in Internet Explorer) or "Save Link As" (in Netscape) and browse to the appropriate drive and folder, then save the file. |
Downloading Excel Documents
If you don't have a copy of Microsoft Excel on your computer, you may download for free the Microsoft Excel Viewer, which will allow you to open, view, and print spreadsheet documents.
You may download a copy from http://www.microsoft.com/Office/000/viewers.asp