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Mobius User Guide

Published Date: May 15, 2013
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15 Financials

View Benefit History or Projections

Anchor Point: Workspace Application Section
  1. Select Individual from Searches Section of Shortcuts Panel.
  2. Enter Search Criteria and select Search.
  3. Select name of the individual.
  4. Select Financial Tab.
  5. Select Monthly Financial Details Page from Navigation Panel.
  6. 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.