Reviewing Charge and Payment History

You can view a history of all payments, charges, and remaining balances for an employee.

This section discusses how to review employee billing history.

Page Name

Definition Name

Usage

Employee Billing Balances Page

BILL_BLNC_SMRY

View charges, payments, and grand totals that are associated with an individual employee.

Use the Employee Billing Balances page (BILL_BLNC_SMRY) to view charges, payments, and grand totals that are associated with an individual employee.

Navigation:

Benefits > Benefits Billing > Manage Acct Status and Balance > Employee Billing Balances > Employee Billing Balances

This example illustrates the fields and controls on the Employee Billing Balances page. You can find definitions for the fields and controls later on this page.

 Review Employee Balances page

The charge and payment values that appear are accounted for in all adjustments previously posted against them. The Net column displays the balance that is still outstanding for each charge and payment combination.

Note: Canadian sales tax types (GST, PST, PSTI, and so on) appear to the left of the charge listing when appropriate.

The Grand Total field adds the Total Charge, Total Payment, and Net columns.