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Add "Annual Summary" button to Payment Activities to support IRS Tax Preparation.

 
7 Comments
Community Manager

@J-dog Welcome to the MIX! We want to make sure we accurately represent your idea. Can you tell us a little more about what this would look like and where you've used it before? Thanks! JohnS 

Trailblazer

Sorry to be unclear about this, but this summary would only be an option in Bill Pay

Community Manager

@J-dog - Thanks for getting back to me. Currently in Bill Pay, you can filter your activity by date range, including the past 12 months. This will list out all the payments made through out the year including a total sum at the end of the report. You can find this feature while logged into Bill Pay, by clicking on "Activity" at the top of the Payment Center. Please let me know if this is what you're looking for. Thanks! JohnS  

Trailblazer

Thanks John S,

Right, but so far but I've only been able to get an annual report for one biller at a time, is there a means for all billers, sorted by biller, for the year all at one time?

Thanks!

jw

Community Manager

@J-dog When you click on "Activity" in the Payment Center, a page will open that shows pending payments, a date range filter and a list pf payments (which should include all billers that you've made payments to). When you click on the drop down menu for "date range" you can select "Past 12 Months" and all your payments will display. From there, you can change the view by clicking on biller description, category or amount to easily find specific billers. If you have any trouble, please don't hesitate to call us for help. You can reach us at 800-233-2328. Thanks! JohnS 

Trailblazer

JohnS,

 

That’s exactly what I do every year, biller by biller.  It just would be nice to have an annual summary that sorts by biller and totals each biller for the year. But I can download the file of all bills paid and edit it in Excel and then after tweaking it, have the billers sorted and summed up on my own.

 

Thanks,

jw

Community Manager
Status changed to: Further Consideration

Good morning @J-dog. What you're doing in Excel is currently the only way to retrieve the info you're looking for. Based on your feedback, I had a conversation with our online banking partners and this exact functionality is not on our roadmap for enhancements to Bill Pay, and there's no plans to add it for 2018 since this would require our Bill Pay vendor to implement this update as well. We don't think this is a bad idea, so I'm leaving it here for further consideration and to see how it resonates with other community members. We'll continue to review as the community weighs in. Thanks! JohnS