Download Billing File

Use the Download Billing File page to obtain in spreadsheet format a breakdown of all charges for compliance transactions and other fee-related activities incurred by your company during a specific billing period.

The billing file can be useful if you have questions about the charges on an invoice. (For more information, see Download Detailed Invoice.)

To use the Download Billing File service, in the AgencyEDGE navigation bar, click the Administration link. The Administration page will open. Then, in the Billing Management group, click the Download Billing File link.

The Download Billing File page contains the following sections:

Page Controls

Fields and controls include the following:

To perform related tasks, review the following instructions:

  1. On the Download Billing File page, click the Click to download [Date] billing file link that corresponds to the billing file you want to open. The File Download message box will open.
  2. Click the Save button. The Save As dialog box will open allowing you to save the billing file to a location on your system. Or, click the Open button to open the billing file inside AgencyEDGE, where you may only view it.
  3. In the Save in field, specify the desired location on your system to which to save the billing file, and then click the Save button. The billing file will download to the specified location, and the Download complete box will appear.
  4. Click the Open button to open the billing file. The billing file will open as a spreadsheet in your default spreadsheet application, such as Microsoft® Excel®.

With the billing file spreadsheet open, you can sort the transactions, group them by company, user, cost center, or state, and then total the fees for a group.

  1. Press CTRL + A to select all of the data on the spreadsheet.
  2. From the Data menu in Microsoft® Excel®, select Sort. The Sort dialog box will open.
  3. From the Sort By dropdown menu, select one of the following:
    • NAIC ID (to group by company)
    • Subscriber Rep ID (to group by user)
    • Cost Center Name (to group by cost center)
    • State Code (to group by state)
  4. Click the OK button. The data on the billing file will be grouped based on your sorting criteria.
  5. You will want insert two rows between the groups, one row in which to add totals and another to provide spacing between the groups. Click to select the first row in one of the groups.
  6. From the Insert menu, select Rows. A blank row will be inserted between the first row of the selected group and the last row of the preceding group.
  7. Repeat step 6 to insert another blank row between the groups.
  8. Repeat steps 5 and 6 to insert two blank rows between each group in the spreadsheet.
  9. In the first blank row below a group, click to highlight the cell in the SIRCON Fee Amount column.
  10. Click the AutoSum button in the toolbar. The cell will display the formula for adding up the SIRCON Fee Amount values in the selected group.
  11. Press the Enter key to display the SIRCON Fee Amount totals for the selected group.
  12. Repeat steps 9 through 11 for all other groups in the spreadsheet.
  13. When you are finished, from the File menu, select Save to save the billing file.
  14. Exit the spreadsheet.

To exit the Download Billing File page, click the Administration link in the navigation bar or the breadcrumbs.

Disable popup blockers on your browser to allow the billing file to open in a new window, or press the CTRL key while clicking the Click to download [date] billing file link.