Contribution Manager

The Contribution Manager features four primary tabs that you’ll navigate between: 

• The Client Snapshot tab shows the current status and active files. 

  
  
• The Summary tab shows high-level information about the file, such as date, time, and summary of all participants. The tiles below the date show the file’s current status.

  
  
• The Detail Search tab allows you to view participants, make adjustments, or add notes of explanation to your file. 

  
  
• The Reports tab provides access to payroll reports, all of which can be downloaded as a .PDF or Excel file.