Remittance Reporting

Select Remittance Reporting as your Carrier report option to view all bills associated with a particular check/ACH number or date.

To choose a Remittance Report:

1. Under the Service Selection tab Carrier Menu, click Remittance Reporting. The Remittance Reporting selection box opens.

2. At the Remittance Reporting selection box, choose the appropriate report type: By Check/ACH Number or By Check/ACH Date. Based on your choice, enter either the check/ACH number or select the check/ACH date. Note: In some instances, multiple checks may be produced for a carrier on a given check date. If so, you will be prompted to choose the specific check number for the selected date.

3. Click Run. The Remittance Report opens.

To view billing instructions for a particular client record:

From an open Remittance Report, click the client name hyperlink (underlined in blue) to view the accompanying client billing instructions.