The AutoPay Activity Feed provides real-time visibility into insurance premium payment activity for employees enrolled in AutoPay.
What is the AutoPay Activity Feed?
The AutoPay Activity Feed tracks premium payment activity as it occurs.
The feed can be used to monitor:
Successful payments
Failed payments
Refunds
Funding activity
Carrier payment events
What information can I view?
The AutoPay Activity Feed may include:
Employee name
Carrier name
Payment status
Payment amount
Transaction date
Funding status
Can I filter activity?
Yes. You can filter activity by:
Employee
Carrier
Payment status
Date range
Can I export AutoPay activity?
Yes. To export activity:
Open the AutoPay Activity Feed.
Apply any desired filters.
Select Export.
Download the CSV file.
When should I use the AutoPay Activity Feed instead of reports?
Use the AutoPay Activity Feed when you need real-time payment activity.
Use reports when you need payroll, reimbursement, or reconciliation data for a reporting period.
Key takeaway
The AutoPay Activity Feed provides real-time visibility into premium payment activity and can be used alongside payroll and reconciliation reports for ongoing monitoring.
