Benefits Billing Detail Report

Use the Benefits Billing Detail Report form to determine what information prints on the Benefits Billing Detail Report and in what order.

1.

Enter the Selection Parameters to determine what displays on the report; if left blank, all benefit plans display:

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Enter the Pay Date On or After and the Pay Date On or Before to run this report for a date range.

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Select the Sort Criteria for how the report displays.

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Enter the report filters to display on the report:

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Enter the field type. The field label displays. For example, if you enter a Location, the Location Name displays. The report displays records for that Location.

2.

Click Run.

Depending on the Sort Criteria option selected, the possible report columns that display are:

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Location: The benefits plan location.

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Department: The benefits plan department.

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Plan Description: The benefits plan description.

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Plan Id: The benefits plan ID.

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Pay Date: The date paid.

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Employee Name: Employee name displays as last name first.

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Emp. ID: The employee ID.

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Amount Billed: The amount billed to the client.

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Employee Deduction: The amount deducted from the employee during that date range.

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Employee Contribution: The amount the employee contributed during that date range.

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From Arrears: The amount from arrears, if any.

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Net-Amount Billed: The amount billed to the client minus the employee contribution and arrears.