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Mobius User Guide |
Published Date: May 15, 2013
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15 Financials |
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View Benefit History or Projections
Anchor Point: Workspace Application Section
- Select Individual from Searches Section of Shortcuts Panel.
- Enter Search Criteria and select Search.
- Select name of the individual.
- Select Financial Tab.
- Select Monthly Financial Details Page from Navigation Panel.
- In the Monthly Financial Details screen there are two options:
- Enter the benefit month (i.e., Jan-01-2013) and select Retrieve which will display all payments made that month; or
- Select the View Benefit History/Projections link to view the benefit history and projected issuances for the individual.
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