Invoicing #72
The “Invoice Listing” module enables the plan administrator to consult the various invoices or to issue new ones.
The list of invoices can be classified based on the various metrics, or used according to the search fields or the relevant values.
On the left hand side of the invoice, all major statistical information will be available for the administrator to view.
On the right hand side, the name of each individual involved will appear, whether they are from the company, a division or a specific class.
By clicking on the printing icon, one can obtain a list of all the related activities to this particular invoice. At that moment, the system will provide a list of optional reports that can be produced along with metrics specific to your own needs.
The report being submitted gives access to a wide range of information, going from insurance ceilings, premiums for each benefit and the amount of applicable taxes. The asterisk sign, next to the various amounts, indicates, upon proof of insurability, that the amount can be increased according to the limitations and terms of the contract.
The second report being provided gives statistical information on a given division or the company as a whole.
Also available, there is an activity report on the overall movements compiled by or on behalf of the company. Obviously, this list is available only when activities occurred during this period.
A fourth and last report provides a list of all the movements automatically produced within the system, all in accordance with the contract criteria and the information found in each member’s file.
On the titled report, one can assume the employee Sylvain Latendresse has reached the age of termination as far as his various insurance coverage are concerned.
For the XPRO plan administrator, it will be possible to consult or process the accounting data on each file.
We would like to remind you that access to the accounting module is also available through the management section of the company’s file.
Similar reports about receivables and payables can also be accessed. In the same fashion using various filters, the operator will be able to process and identify the required information.