Invoice Reconciliation Overview
| Description |
| Assists in auditing invoices generated by carriers against enrollments on Benefits Junction. |
Users can access reports that have been scheduled or generated by clicking on the sub-categories.
in this article
Scheduled Reports
The Scheduled Reports tab displays the list of reports that have been scheduled to generate.
| Report Name | Name of the report |
| Carrier | Name of the carrier the report is being generate for |
| Plan Type | The plan the report is being generate for |
| Schedule Day | Day of the month on which the report is scheduled to run |
| Last Generated | Date and time the report was last generated by the system |
| Modified By | The name of the person who last modified the schedule report |
| Modified Timestamp | The date and time on which the most recent version of the schedule report was modified |
There are 2 tabs in Schedule Reports view
- Active Scheduled Reports: These reports are active and successfully scheduled to be generated.
- Inactive Schedule Reports: These are reports that were created to be scheduled but are currently inactive, therefore will not be generated.
Generated Reports
The Generated Reports tab displays all reports that have been generated to date.
| Report Name | Name of the report, which is also a link that downloads the report |
| Carrier | Name of the carrier |
| Plan Type | Name of the type of plan |
| Effective Date | The effective date of the data in the report |
| Generated Time | The date and time the report was generated by the system |
Click the "Report Name" to download a report as an excel file.