FundOfficeXG
Open your day by clearing employer remittances in minutes, not hours. In FundOfficeXG by basys, start a contribution cycle by importing payroll files from EDI, CSV, or employer portal entry. The system auto-matches rates by agreement, craft, and location, flags short or excess payments, applies reciprocity, and balances the file before you post. Resolve variances in context: drill into member hours, attach supporting documents, and send an employer discrepancy notice without leaving the screen. When you’re satisfied, post the batch, generate statements, and push receipts to your general ledger. Every step is logged, so you can retrace who did what and when during an audit or board review.
Move next to coverage decisions without hopping tools. Set up rules for multi-employer plans once, then apply them across funds and locals. Define thresholds by hours, contributions, or other qualifiers, and let the engine calculate current and future coverage automatically. Hour banks accrue and draw down with each cycle, honoring carryover, proration, and forfeiture rules you configure. For retirees, apply subsidy tiers, Medicare coordination, and dependent eligibility without manual spreadsheets. When a contract update arrives, run a mass rule change, preview impact, and apply it with rollback safety. Staff can simulate a member’s next-month eligibility, produce tailored notices, and record exceptions—everything on a single member view. more
Fundofficexg
Custom
Remittance data entry
Reconciliation of payments
Acceptance of Employer Portal remittance data & payments
Creation and distribution of employer remittance forms
Receivable calculation and tracking
Delinquency & interest calculation and reporting
Reciprocity processing
COBRA Processing
Self-Pay Member Premiums
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