P. FSA Eligible Items
- Bart Rogacewicz
To get to the FSA Eligible Items Report screen, click on Reports -> P. FSA Eligible Items.
The FSA Eligible Items report is a listing of all FSA eligible items that's provided once a month and downloaded automatically by our program every week to eliminate any gaps.
The information on the most recent attempt and completion is displayed in blue at the top of the window.
To search and display items, choose between the Non-FSA, Healthcare and Prescription Items to Display statuses with the corresponding check-boxes. You can narrow the list down by Department, Group and Category.
When ready to generate the report simply click "Generate Report".
If you believe a status of an item has been made in error, you can select any item(s) and click the "Update Status" button to manually update the status.
When done making the correction simply click "Update" to be taken back to the report screen.
To print the report page, click the "Print" button or press the "Enter" key when the "Print" button is highlighted.
If you'd like to export the report to a file, click the "Export Data" button or press the "Enter" key when the "Export Data" button is highlighted.
Export to Excel only works on full versions of Microsoft Excel/Office. It does NOT work with the Office Starter 2010 and other starter/third party versions. If using any one of these, export to a Comma Separated Values (CSV) instead.
The user may also clear all the data displayed on the screen by clicking the "Clear" button or by pressing the "Enter" key when the "Clear" button is highlighted.