CRR

COBRA: How To Pull Remittance Reports

The Remittance Report contains a detailed summary of all payments applied to premium months that are due to either the Client or Carrier (minus bookable admin fees) through a specific date.

Demo Report:  Demo Remittance Report

Step 1:  From your Employer Portal REPORTS drop-down, select REMITTANCE in the ACCOUNTING REPORTS  sub-menu.

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Step 2:  Select the REPORT link for the desired corresponding date range.

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Step 3:  Choose your desired format, and click the QUEUE REPORT button to proceed.

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Step 4:  Select REFRESH to update the list.

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Step 5:  It may take a moment for the report to generate.  When it appears, select the DOWNLOAD RESULTS link.  The file will download to your computer.

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Other Helpful Topics:  COBRA:  Employer Login,  COBRA:  Adding a QB,  COBRA:  Adding a Subsidy,  COBRA:  Adding an NPM,  COBRA:  How to Pull Remittance Reports,  COBRA: Employer Portal Overview,  COBRA:  Searching for QBs and Viewing Profiles