Payment batch report

The Payment Batch Report is available to the Principal Broker or Accounts leader for your Company.

Use this report to confirm the status of payment for any bound risk that has been submitted for payment. Use the filters in the report to drill down to find specific information or download the report to analyze the information as you desire. 

The report provides an itemized list of invoices you have submitted for payment by Batch ID. That Batch ID represents the group of invoices you have submitted for payment. This number should be referenced within your payment to the payment administrator. 

When payment has been received by the payment administrator, the batch will have a status of Reconciled attached to it. Once reconciled, a note will be posted to the Notes tab of each risk that was included in the payment batch. When making payment, ensure your payment amount matches the actual payment amount.

Quick tip! You may find value in reviewing this report in conjunction with the Risk Report.