November 21, 2024

Benefits Reconciliation Module: November 2024 Updates

This month, Tabulera is introducing several small updates to enhance your experience with the Benefits Reconciliation Module.

Count of "In Progress" Items

We’ve introduced a count of items marked as "In Progress" to the chart. Now, whenever you mark an issue as "In Progress," the total number of these items will display alongside the count of resolved records at the top of the page, giving you a quick overview of your progress.

Note Column Search Functionality

You can now filter the Notes column by typing keywords directly into the search box. Currently, this functionality works only for notes you’ve added manually, not system-generated ones. Enhancements are already underway, and this feature will be upgraded in Q1 2025.

How to Use It:

  1. Open the invoice you need.
  2. Scroll down and click Columns.
  3. Add the Notes column.
  4. Once the column appears, type your keywords into the Search box.

Multi-Month Invoice Refresh

We’ve added the ability to refresh invoices across multiple months, streamlining your process.

How to Use It:

  1. Go to the main screen where all invoices are listed.
  2. Click on the Mass Actions button at the bottom of the screen.
  3. Select Mass Refresh, choose the invoices you need, and locate the small calendar icon next to the Generate button at the bottom right.
  4. Click the calendar icon to select your desired period, click Apply, and then hit Generate.

Color-Coding Employee Line Items

You can now color-code employee line items for easier visual identification.

How to Use It:

  1. Select an employee.
  2. In the slide-out Employee Details view, locate the Header section.
  3. Click the circle icon and choose a color to assign.

Table of contents:

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Tabulera Modules

Benefits Reconciliation:

Cuts Invoice Audit time by 85% and eliminates 97% of benefit write-offs.

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EDI Connectivity:

Speed up the creation of carrier EDI 834 enrollment and payroll feeds.

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Consolidated Invoicing:

Pay a single invoice for all your benefit plans.

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Payments Automation:

Collect subsidiary premiums and send carrier payments.

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"Tabulera's Reconciliation Platform has significantly reduced our manual errors and streamlined our invoice audits. Our team feels more confident and less overwhelmed with the reconciliation process now."

Director of Benefits at ZampHR

Whats next:

  • Sign up for your 30-day free trial by entering your account and billing details. You won’t be charged unless you decide to continue after the trial.

  • Upload data from your HRIS, payroll, COBRA systems, and benefit plan invoices .

    Learn more about required data
  • The platform instantly matches the data and highlights discrepancies.

  • Resolve mismatches with carriers or source data and generate reconciliation reports.