Billing Report - Knowledge Base | BerniePortal

Billing Report

The "Billing" report:
  1. Is useful for generating an employee-level detail of a given month’s bill specific to the benefit provider.
  2. Includes: Employee personal info, billing subgroup information, employee plan details and plan cost, adjustments, and total monthly premium.
How to generate a "Billing" Report:
  1. Select the "Reports" tab in the top navigation menu.
  2. Select "Billing" from the Standard Reports listing. 
  3. Select the Primary Billing Subgroups for the data needed.
  4. Select the Benefit Types for the data needed.
  5. Select the month for the data needed. 
  6. Enter the email address to indicate the contact that will receive the report.

  7. The designated contact will receive an email to download the report.


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