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How to view Admin Reports

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  • Administrators
    Admin Setup How to manage Admin and CSR users How to Upload Account and Bill Files How to view Admin Reports
  • Customer Service Representatives
    CSR Setup How to review payer information How to manage payer accounts How to send a one-time payment link to an unenrolled payer How to make a payment to a customer account How to cancel and refund payments How to set up and cancel recurring payments How to edit invoices How to add, edit or delete a payment category How to add or edit an account balance
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How to view Admin Reports

  • Activity report
  • Aging Report
  • Audit Report
  • Call Status Report
  • Card Expiration Report
  • Enrollment Report
  • Message Report
  • Payment History Report
  • Reconciliation Report
  • Scheduled Payments Report
  • Settlement Report

Popular Articles

  1. How can I add a user?
  2. How do I login?
  3. Activity report
  4. What are my desktop requirements?
  5. How do I add one or more payer accounts?
  6. How can I upload account files?
  7. How do I review a payer's account information?
  8. How do I change my admin password?
  9. How do I review a payer's invoice information?
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