Uploading Enrollment, COBRA Enrollment, or Payroll

1.     Select the data source in the left menu.

2.     Use the date picker to choose the period you're uploading for.

3.     Click the line item you're uploading, and a panel opens on the right.

4.     Drag and drop your files, or choose them from your computer. That's it.

Once processing finishes, the panel shows the file with its employee and dependent counts, and the status changes to Completed. Individual files can still be downloaded or removed from this panel.

Comments

Open the Comments tab on any line item to start a thread with your team. Choose whether the comment goes to everyone or to admins only, then click Send.

History

The History tab lists every upload for the line item, with the steps each file went through.

Batch download

To download everything uploaded for the selected period in one go, click Download above the list.

Uploading Carrier Invoices

Select the period first, then:

·       List bills: click the invoice you're uploading for, click + Add file in the right-hand panel, and select your invoice file.

Once processed, the invoice shows its regular, adjustment, and total amounts.

·       Self-bills: make sure that month's enrollment is uploaded first. Then open the invoice in the slide-out panel and click Generate in the bottom right corner.

·       Many invoices at once: click Mass upload and drop all of the month's bills together. Each file is recognized and assigned to the correct invoice in the system, so there's no need to open them one by one.

Adding a new carrier invoice

If a carrier's invoice isn't in the system yet, click + Add carrier invoice. Fill in the carrier, preferred go-live date, invoice type, and plan types, then attach at least one month of sample invoices so we can set up and verify the new invoice. Once submitted, the invoice is ready for you to upload against starting the following month.

Open Balance

The Open Balance tab lets you record an overpayment on a carrier invoice so the credit carries into the Consolidated Invoicing and Payments modules. The credit is applied to the following period, so what you pay the carrier reflects the true balance rather than just the current invoice.

For example, if you overpaid a carrier by $300 last month, record a $300 open balance on that invoice. The next consolidated bill and payment for that carrier will be reduced by $300, with the reason you entered kept alongside the adjustment for your records.

To record one, open the invoice, go to the Open Balance tab, click + Add open balance, enter the amount and the reason, and save.

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