Reporting | Reports | Receipt Distribution Details Report

Receipt Distribution Details Report will produce a listing of participants who submitted receipts in the specified timeframe, show how the receipts were applied, and subtotal the receipts (by division, if selected) by the employer. * Required fields appear in Red To access the Receipt Distribution Details Report, follow the steps described in the Reporting | Reports. … Read More >>

“What’s New” Guide 2024-01

Enhancements Receipt Distribution Details Report Sorting The Receipt Distribution Details Report will now sort by Employer and then by Participant within the Employer Group. Schedule Interval Validation We have added validation to the “Run Every” field of the Scheduling section of Remittance, Custom Billing, and Auto Draft Schedules that will prevent schedules from being saved … Read More >>

Release Notes 2024.01.01

We are pleased to announce the latest release of the DataPath Summit online solution, Release 2024.01.1. This release contains items pushed to production in January 2024. For more information on the Features and Enhancements included in this release, see the January What’s New Guide. Enhancements Issues Addressed 1/23/2024 Issues Addressed 1/16/2024 Issues Addressed 1/9/2024 Issues … Read More >>

Plan Default Settings | DirectPay

DirectPay is a feature by which we are able to securely integrate payment information so that participants can use their plan dollars to shop at FSAStore.com, an online health products retailer. DirectPay allows Summit Participants to utilize their FSA dollars to make direct purchases of goods and automatically create claims in Summit for the corresponding … Read More >>