Transactions and Reports

Duration: 60 Min.

With the employer and plan created, plan specifications defined and census entered, it is time to process the plan and generate reports. In this session of the Tour for New Learners, we will look at basic transaction processing including entering, posting and reversing transactions. We will also look at the two types of reports in Relius Administration—Standard and ReportWriter—and discuss some of the available printing options in the system.

In this session, we will:
  • examine the transaction entry screen along with its menus and toolbar
  • enter transaction instructions
  • work with the various posting and reversing options
  • generate Standard Reports
  • generate ReportWriter reports using Crystal Reports
  • demonstrate various available report printing options

Event Details