In August, we launched updates to the Benefits Reconciliation Module, introducing Activity Logs, Paycheck dates, and a new Source Report.

We’ve introduced the Activity Log—a feature designed to track every action performed within the Benefits Reconciliation Module. This running register provides an activity log at every level.
Accessed through the Invoice List View under the Reports Menu, this report offers an overview of activities across the entire Benefits Reconciliation application.
This report is found in the bottom Reports section after selecting an invoice. It lists all activities associated with the selected invoice, giving you a clear view of each step taken.
Track activity associated to a specific employee. Access it by selecting an employee in the Employee List view, then clicking on the Audit Log tab in the Employee Details Panel.
We’ve updated the Employee Detailed View Panel to provide more insight. In addition to information from Carrier Invoices and Enrollment data, the panel now displays individual paycheck dates and associated deduction amounts.

The new Source Report feature, accessible at the bottom of the Invoice View through the Reports Menu, allows you to download source data as seen by our Benefits Reconciliation Platform. Choose from:
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