Benepass provides a number of detailed reports that allow you and your team to track Benepass activity for your entire company.
This guide will provide an overview of the intended purpose of each report type, a hyperlink to the detailed report guide, and sample reports for you to review. Please note sample reports may be from different time periods.
Account Summary Reports
|Report Name and Associated Help Center Article||Intended Use||Sample Report (this will open as a CSV or PDF)|
This report is the source of truth for all money movement on the Benepass platform. This report can be filtered and sorted to support a number of end-of-month or close-of-book functions for accounting and finance teams. All other Benepass reports are built off of this data.
Admin teams can use this report for line-by-line auditing, as well as the building blocks of any custom reporting required.
|Benepass Platform Statement||
This report summarizes the Reconciliation report. The totals listed here are equal to the sum of each type of spending listed on the Reconciliation report for the same time period.
Admin teams can use this report to see an at-a-glance summary of the IR report.
|Blue Ridge Bank (Unit) Statement||
This report shows money movement into the bank account held by Benepass in your company's name. We hold funds in 2 locations:
If you are looking for a summary of all "cash" balances held by Benepass, you will need to utilize either the Reconciliation or Platform Summary.
Specific Use Reports
|Report Name||Intended Use||Sample Report|
|Imputed Income Report||
If your company has a taxable benefit, you will need to regularly report taxable spending on employee paychecks as "Imputed Income." This report will show all taxable spending by employee for a time period, either in aggregate and breakdown views.
HR and Payroll teams use this report to calculate YTD taxable spending, and push imputed income on employee paychecks at a regular, pre-determined cadence.
|International Reimbursements Report||
A summary of all reimbursements approved by international employees for a select time period. This report will show a sum of all reimbursements approved for payout, and can also be toggled to show the breakdown of included transactions.
HR and Payroll teams use this report to provide international employees their reimbursements via payroll at a regular, pre-determined cadence.
Dynamic searching, filtering and sorting functions on this report will allow you to customize spending summaries.
There are 2 spending reports:
1) Pending spending: for transactions or expenses still under review/not finalized.
2) Posted spending: for transactions and expenses that have been fully reviewed and finalized.
Admin teams can use this report to track individual or company-wide spending patterns. You can break down transactions by employee, location, benefit type, and more.
This report generates an employee's balance from a specific date you select.
Admin teams use this to understand unspent available balances on a particular date.
Used to generate payroll deductions that we have recorded from pre tax benefits. It can be used in tandem with the Contributions and Expirations report to confirm that deductions and contributions match.
|Contributions and expirations||
This report displays contributions and expirations of funds (notional movements).
Admin teams use this to verify that employees received correct and timely contributions and expirations.
Questions? We are happy to help! Please reach out to the Benepass Admin Support Team by emailing email@example.com.