Payroll and Billing Report Management Updates

  • Run Reports for up to 181 days

  • A new tab My Reports has been added to the billing and payroll report home pages where ALL generated reports for the logged in user will be stored.

  • The Download Button has been updated to Run Now

 

After Clicking Run Now … What happens?

Feature

Description

Good To Know

Feature

Description

Good To Know

1

User receives a confirmation pop up

 

By default the email will be sent to the users email in their staff profile.

(you may want to check that your email is up to date)

 

2

The system will create a record in the users My Reports Tab and assign Pending Status.

 

Statuses:

Pending: The report is in a queue of reports waiting to be processed

Download: Report ready for download

Download: Report was previously downloaded

  • You may download at anytime and as many times as you you like.

Fail: There was an error when processing the report. User can run the report again or contact the Rethink Support Team to see if it may be recovered.

 

  • Statuses allow users to see where the report is in the process at any point in time

  • No need to rely on email notifications when you are working in the billing and payroll report page.

3

Users will receive an email when the report is ready

 

  • Link to reports will no longer be included in the email notifications

  • Users may use the ‘login’ link to be brought to the respective report page

  • Users may also use the rethink support provided link to access our support professionals more quickly.