The BillMax Payment Summary Report

The BillMax Payment Summary Report provides insights into claim effectiveness, billed amount vs. agreed charges, forecasting cashflow based on last quarter and quarter-to-date claim activity for BillMax users. Legend Light blue: Total insurance payments  Caramel: Total client payments  Mustard: Total client receivables  Dark blue: Total insurance receivables  Red: “Initial bill failed” / Agreed charges amount  …

The Paylocity Payroll Data Report

The Paylocity Payroll Data report is for organizations that use Paylocity as a third-party payroll company. This report is located in the Insights module and contains employee payroll information. Organizations can export the report, review, and upload it directly into Paylocity. Please note, users should complete all audits and changes at least 24 hours prior …

The Paycom Payroll Data Report

The Paycom Payroll Data report is for organizations that use Paycom as a third-party payroll company. This report is located in the Insights module and contains employee payroll information. Organizations can export the report, review, and upload it directly into Paycom. Please note, users should complete all audits and changes at least 24 hours prior …