PDF Vs CSV Bills - Knowledge Base | BerniePortal

PDF vs. CSV Bills

Choose the right format for your needs! Each billing period offers both PDF and CSV versions—PDFs provide executive summaries perfect for payments and approvals, while CSVs deliver granular data ideal for detailed analysis and record-keeping.

To access:  
  1. Log in to BerniePortal as the Global Administrator
  2. Select "BernieBill" in the top navigation menu
  3. Select "Past Bills" in the secondary menu
  4. Choose to review past bills for Benefit Carriers or HR Upgrades using the left-hand menu


PDF vs CSV Bills- Benefit Carriers

PDF Version - Executive Summary:
  1. Plan Overview- Plan types offered, enrollment numbers, and amounts due per plan
  2. Payment Details- Total amount due, remittance instructions, and specific payment guidelines
  3. Timeline Information- Billing period and due date
  4. Adjustments- Summary of any billing cycle adjustments
  5. Subgroup Billing- If an Employer splits bills by subgroup, downloads include a master bill plus separate bills for each Primary Billing Subgroup

CSV Version - Detailed Breakdown:

  1. Plan-Level Data- Enrollment and charges per plan type
  3. Subgroup Analysis- Enrollment and costs per subgroup
  5. Employee Level Detail- Individual enrollment and charges per employee
  7. Adjustment Details: Complete breakdown of any billing cycle adjustments


PDF vs CSV Bills- HR UPgrades 

PDF Version - Executive Summary:
  1. Upgrade Overview- HR upgrade types, user counts, per-user rates, and total charges per upgrade
  2. Billing Summary- Monthly base rates and total amount due
  3. Payment Method- ACH processing details (all HR upgrades are automatically debited monthly)
  4. Timeline Information- Billing period and due date

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CSV Version - Detailed Breakdown:

  1. User-Level Costs- Total charges per user for each HR upgrade type
  2. Subgroup Analysis- Totals per HR upgrade type, organized by billing subgroup
  3. Monthly Summary- Complete monthly amount breakdown




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