Tabulera Academy

Expand your benefits premium administration knowledge with detailed tutorials

Latest articles:

Product Updates

February 2026 Platform Update

February platform update with improvements to benefits reconciliation, pre-pay invoice matching, variance tracking, notes visibility, and consolidated

February 4, 2026

Blogs

Employee Benefits Brokers: How do Brokers make Money?

How do employee benefits brokers earn? Learn about benefits broker commissions, fee structures, compensation models, and revenue opportunities.

January 20, 2026

Blogs

Workday Consultants See the Same Reconciliation Gap Across Clients

A practical look at why benefits reconciliation still falls outside the Workday implementation, and why fixing it matters for Workday Consultants.

January 3, 2026

How-to's:

Step-by-step guides to help you get things done in Tabulera.
Learn how to configure features, run workflows, and solve common tasks.

Reconciling Benefit Invoices against Workday Reports

Need to reconcile benefits invoices against Workday? This guide walks you through generating the reports inside Workday.

December 22, 2025

Uploading Source Data

Learn how to upload and map Enrollment, Payroll, COBRA and Carrier Invoice Files.

Benefits Reconciliation UI Overview

Understand how to navigate Tabulera’s Reconciliation UI to resolve variances faster.

Plan Configuration, Plan Mapping & Plan Merge

Set up plans accurately with Tabulera’s new tools.

Carrier Access Manager

Access carrier invoices faster with Tabulera's auto-fill extension.

Member Mapping

Learn how to link unmatched employee records in your system.

Employee and Plan Mapping

Learn to map and merge plans and persons.

A Step-By-Step Guide to Benefits Reconciliation (Updated)

Learn to reconcile your first benefits invoice.

Product Updates:

What’s new in Tabulera. Short updates on new features, improvements, and fixes.

February 2026 Platform Update

February platform update with improvements to benefits reconciliation, pre-pay invoice matching, variance tracking, notes visibility, and consolidated

February 11, 2026

Faster Monthly File Uploads for Large Invoice Batches

With the new drag-and-drop upload, you can now simply drop all your monthly invoice files into the platform at once.

Regenerate Invoices Without Leaving the Page

Quickly regenerate invoices right from the invoice view—no extra clicks, no backtracking.

Mass Updates of Employee Records

The Mass Updates of Employee Records feature in the Benefits Reconciliation Module simplifies bulk editing of employee records.

November 2024 Updates

We’ve introduced a count of "In Progress" items, Notes column search functionality, multi-month invoice refresh, and color-coded employee line items.

Instantly Access to Employee and Company Data

Quickly find employee, dependent, or company data with just a few keystrokes, streamlining the process.

August 2024 Update

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

July 2024 Update

In July, we launched two important updates to the Benefits Reconciliation Module, enhancing our platform's versatility and efficiency.

March 2024 Update

Discover powerful new features in our Benefits Reconciliation Module! Generate multiple reconciliation reports effortlessly, mass-enter beginning bala

Blogs:

Insights on benefits operations, reconciliation, and EDI.
Learn how teams reduce errors, save time, and scale their processes.

How do employee benefits brokers earn? Learn about benefits broker commissions, fee structures, compensation models, and revenue opportunities.

Employee Benefits Brokers: How do Brokers make Money?

January 21, 2026

Workday Consultants See the Same Reconciliation Gap Across Clients

A practical look at why benefits reconciliation still falls outside the Workday implementation, and why fixing it matters for Workday Consultants.

Your Benefits Reconciliation Spreadsheet Is Costing You More Than You Think

With 1-2% of benefit invoices containing errors, Excel-based reconciliation creates financial risk.

Turning Additional Services into Agency Revenue

This article is a must-read for brokers and agencies looking to grow their service offerings without overburdening their teams. We dive into how to su

Benefits Invoice Audit: Helping Brokers Support Their Clients

Discover how benefits invoice audit, also known as benefits reconciliation, helps brokers catch and correct billing errors.

Enrollment versus Payroll Reconciliations. Which Works Best for your Company?

Explore the essential processes of enrollment and payroll reconciliations in employee benefit premium administration.

Digital Age or Decay? Is Management By Walking Around Becoming Obsolete?

Explore the relevance of Management by Walking Around (MBWA) in the digital age of remote work. Discover the benefits and the challenges of MBWA.

Streamlining Benefits Enrollment with EDI 834

Learn about the EDI 834 implementation process and the significant benefits of using EDI's for streamlined benefits enrollment.

List Bills and Self Bills. Difference in the reconciliation process.

Discover the differences between list-billing and self-billing for employee benefit plans, including their unique reconciliation processes.

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