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            WOTC Billing: Accessing your Detailed Monthly Reports


            WOTC Billing: Accessing your Detailed Monthly Reports

            We’ve recently made changes to our WOTC billing process. Each month you will receive a summary invoice that includes the total WOTC charges for the previous month.


            With this billing process change, we’ve updated EHX so that you can access the detailed monthly WOTC credit reports from within EHX. You can also preview your current credits gained at any time during the month!




            Access Your Monthly Credit Reports:
            1. Log into your EHX site with your Administrator login credentials.
            2. Select WOTC Reports from the main menu, then select Payroll & Credit Reporting. The WOTC Payroll & Credit Report page displays.



            This dashboard view displays a list of all WOTC billing reports generated, sorted descending by date; the most recent credit report will be at the top.

             

                  3. Click the green actions gear for the report you want to view. The Action Pane expands.




            Totals Tab:

            The Report Totals row displays the Unclaimed, Claimed, and Total Credits from inception to report date.

            The 
            Last Finalized row displays the Unclaimed, Claimed, and Total Credits from the previously Finalized report from inception to report date.

            The Difference from Last Finalized row displays the Unclaimed, Claimed, and Total Credits difference between the last Finalized report and this report.


            Your WOTC Credits invoice total for this month is based upon the number in this column.



            Available Actions: 

            To view the final credit report for this month in your browser, click View Report.

                    The browser based report includes hover over links in blue, green, and red that will display the previous value for that data point. 
            •  Red text indicates a decrease in a numerical value from the previous value. 
            • Green text indicates an increase in a numerical value from the previous value.
            • Blue text indicates a change in a non-numerical value like a change in Group Code. 
                        To download the final credit report for this month as an Excel spreadsheet, click Download Report.
                        To view the pending credits through this month in your browser, click View Pending Credit Report.
                        To download the pending credits through this month as an Excel spreadsheet, click View Pending Credit Report.



            Preview your Current Credit Totals:
            You can preview your current credit totals at any point in the billing cycle.
            1. Select a Fiscal Year and Month from the drop-downs on the WOTC Payroll & Credit Report page.
            2. Click Preview Current Credits. The system displays a report that is a snapshot of all WOTC credits through the month selected. 



            Note: This is NOT a finalized billing or credit report, but you can view your total current credits in process at any time during the billing cycle.









            Updated: Jan 11, 2018
             





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