Client Portal

Time is money. Paylogix clients save a lot of both.

Time is money. Paylogix clients save a lot of both.

Frequently Asked Questions

How do I change my password?

If you are a current user and wish to change yourpassword, you may do so in the 'manage account' tab.

How do I finalize a bill?

After you are done making adjustments to your statement, Click finalize to pay your bill. You can pay through our fast and secure portal by EFT. Payments will be applied quickly and efficiently.

How do I upload a custom import?

1.   Log on to the client portal.

2.   Go to the “File Utilities” tab.

3.   Then the “Custom Imports” drop-down.

4.   Select file to upload, Excel or fixed-width text file.

5.   If file contains header or footer, check off the relevant box(es).

6.   Click upload button.

7.   If the file is incorrect, the system will display any errors. These must be corrected before uploading again (refer to Format Error section).

8.   When the file is correctly uploaded, an e-mail confirmation is automatically sent to the user.

Where can I see the file transfer history?

Under the “File Utilities” tab, click on file exchange.

How can I export group information?

1.   Go to the “File Utilities” tab.

2.   Click on “Export Data.”

3.   Choose the file format for the export. Options are comma delimited, fixed width, and tab delimited.

4.   Select the fields to include in the export.

5.   Create a file name and click the submit button.

How do I export a list of participants for a specific product?

1.   Go to the “data” tab and click on “products.”

2.   Select the product that you would like for a report of participants and click on the subscriptions button.

3.   The next screen will display all the participants for this product.

4.   In the upper right corner there is a document export button. Click on it and save the list to your computer.

How do I adjust a bill?

1.   Click on the statements tab on the navigationbar or on your dashboard.

2.   Click edit next to the statement you'd like toedit and finalize.

3.   Click on the participant's name to show individualizedinformation and add any adjustments. Click edit to submit any adjustments.

4.   Include the reason for adjustment with theappropriate reason code: Cancelled, No Payment, Payment Short, Extra Payment,Leave, Terminated, Other.

5.   Click submit to process changes.

How do I look up an individual participant?

1.   Under the data tab click on ”participants.”

2.   You can search by name or browse alphabetically.

3.   Select an individual participant to view theirspecific information.

I forgot my login id. How do I recover my login id?

1.   Click on “Client Login” on Paylogix.com.

2.   Click on the "Recover Login" tab.

3.   Enter the email address that is registered withPaylogix and click continue.

4.   Check your email. You will a receive averification email with your login credentials.

5.   Return to the client login screen and enter withyour new login information.

I forgot my password. How do I reset my password?

1.   Click on “Client Login” on Paylogix.com.

2.   Click on the "Recover Password" tab.

3.   Enter the login id that is registered withPaylogix and click continue.

4.   Check your email. You will a receive averification email with your login credentials.

5.   Return to the client login screen and enter withyour new login information.

How do I set up a new user?

1.   Click on “Client Login” at Paylogix.com.

2.   Click on the "new user" tab.

3.   Enter the email address that is registered with Paylogix and click continue.

4.   Check your email. You will a receive a verification email with your login credentials.

5.   Return to the client login screen and enter with your new login information.

How do I access the client portal?

A link to the client portal is in the right-hand corner of the navigation bar on www.paylogix.com. If you are a current user, enter your information and log in.

The direct link is: https://client.paylogix.com/

How do I fix a format error?

The system will do up-front check to validate:

-          Requiredfields are populated in the file

-          Fields arepopulated with valid values

-          Fields arepopulated with valid formatting

If errors are indicating line 1 having many errors, please go back to step 3 and ensure that the header/footer boxes are correct compared to the file being uploaded.

Users can refer to the File Layouts to view requirements for successful file upload.

What do I if I get an error report?

An automated e-mail will notify user if errors were encountered during processing.

If an error report is generated:

-          File was uploaded successfully  

BUT there were one or few records in the file that were not updated/created.

The report will list all errored out records.

**Records that do not appear on list were processed successfully**

Error file will be sent through FTP and can be found on theclient’s associated FTP folder.

My login information is not working, and I can't reset it. What should I do?

If you do not use your account within 90 days, it becomes flagged as inactive. Contact your customer service representative at (888)450-5400.

Where do I find billing information?

Billing information for open, unpaid and closed bills isfound under the statements tab.

How do I navigate the client portal?

When you login to the client portal you will have a dashboard view with a navigation bar across the top. The dashboard provides a single screen snapshot view of key data arranged in portlets. The navigation bar has drop-down menus for specific areas of the portal. You can either click on the navigation bar or the dashboard portlet to view more detailed information.

How do I add a sub-user to the account?

Only the primary user can add a sub-user. If you are not the primary user, please contactthe primary user and request that they set up the sub-user. If you are the primary user, follow the stepsbelow.

1.   Hover on the "Manage Account" tab onthe navigation bar.

2.   Click on "Manage Sub-Users", the lastoption in the drop-down menu.

3.   Click on the "Add New" Button in theright-hand corner.

4.   Input information of the new Sub-User; doublecheck for accuracy, then click 'submit.'

5.   Send an email to the new Sub-user to set uptheir account by clicking on the "New User" tab in the portal.

6.   View “Set up new user” for information on how toset up the new account.