Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

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:



Panel
Image Removed

Image Added


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


Panel
Image Removed

Image Added


Use the Search button to retrieve your Statement of Account.


Panel
Image Removed

Image Added


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


Panel
Image Removed

Image Added


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.



Panel

View file
nameInsight - Contribution Reconcilliation Summary.mp4
height250

Video to be added"Rather watch?  Click here to view the Contribution Reconciliation Summary Video".