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For Plan Rules, please visit the Admin Manual: Link

This aid includes step-by-step instructions on how to access the SOA - Statement of Account:



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In the HOOPP Insight Document Viewer select SOA - Statement of Account from the list.


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Use the Search button to retrieve your Statement of Account.


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Select the Action beside the Statement of Account in the list. This will allow you to open or download the SOA to your computer.


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Open the file to see your SOA.

The SOA will list the invoices and returns for the reconciliation period, along with the remaining balance of each invoice or return.



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View file
nameInsight - Contribution Reconcilliation Summary.mp4
height250

"Rather watch?  Click play here to view the Contribution Reconciliation Summary VIdeoVideo".