Paychex Benefit Account
Free
17.0.0for iPhone, iPad and more
7.1
370 Ratings
Paychex, Inc
Developer
22.3 MB
Size
Mar 25, 2024
Update Date
Health & Fitness
Category
4+
Age Rating
Age Rating
Paychex Benefit Account Screenshots
About Paychex Benefit Account
The PBA Mobile App is available for all Paychex Benefit Account subscribers.
Available features will vary and are dependent upon your employer’s plan options.
Save time and hassles while making the most of your HSA, HRA, and FSA health benefit accounts by quickly checking your balances and details. Our secure app makes managing your health benefits easy through real-time access and intuitive navigation to all your important account information on the go! Powerful features of the app include:
Easy, Convenient & Secure
• Simply login to the intuitive app using your same Paychex login you use to view payroll information to now manage your Paychex Benefit Account
• No sensitive account information is ever stored on your mobile device
Connects You with the Details
• Quickly check available balances 24/7
• View charts summarizing account(s)
• View claims requiring receipts
• Click to call or email Customer Service
Provides Additional Time-Saving Options (if supported or applicable to your account(s))
• File a claim towards your medical FSA and HRA
• Use your camera or Cloud Storage options to upload receipts to submit for a new or existing claim
• View, contribute and distribute HSA transactions
• Pay bills from any account and add a payee
• Using the Dashboard, enter medical expense information and supporting documentation
• Retrieve your forgot username/password
• Report a debit card as lost or stolen
Available features will vary and are dependent upon your employer’s plan options.
Save time and hassles while making the most of your HSA, HRA, and FSA health benefit accounts by quickly checking your balances and details. Our secure app makes managing your health benefits easy through real-time access and intuitive navigation to all your important account information on the go! Powerful features of the app include:
Easy, Convenient & Secure
• Simply login to the intuitive app using your same Paychex login you use to view payroll information to now manage your Paychex Benefit Account
• No sensitive account information is ever stored on your mobile device
Connects You with the Details
• Quickly check available balances 24/7
• View charts summarizing account(s)
• View claims requiring receipts
• Click to call or email Customer Service
Provides Additional Time-Saving Options (if supported or applicable to your account(s))
• File a claim towards your medical FSA and HRA
• Use your camera or Cloud Storage options to upload receipts to submit for a new or existing claim
• View, contribute and distribute HSA transactions
• Pay bills from any account and add a payee
• Using the Dashboard, enter medical expense information and supporting documentation
• Retrieve your forgot username/password
• Report a debit card as lost or stolen
Show More
Was ist neu in der neuesten Version 17.0.0
Last updated on Mar 25, 2024
Alte Versionen
Version 17.0 provides you with:
• Enhanced security updates
• Enhanced security updates
Show More
Version History
17.0.0
Mar 25, 2024
Version 17.0 provides you with:
• Enhanced security updates
• Enhanced security updates
16.1.0
Nov 27, 2023
Version 16.1 provides you with:
• Bug fixes
• Bug fixes
15.0.0
Jul 13, 2023
Version 15.0 provides you with:
• Bug fixes
• Bug fixes
14.0.0
Oct 19, 2022
If supported and applicable, version 14.0 provides you with:
• Final Filing Date and Final Service Date Countdown: If enabled, adds final filing date and final service date counters for all types of notional plans displayed on mobile app.
• Final Filing Date and Final Service Date Countdown: If enabled, adds final filing date and final service date counters for all types of notional plans displayed on mobile app.
12.0.0
Jul 15, 2022
If supported or applicable to your account(s), our app version 12.0 provides you with:
● Workflow Enhancement: Updated language for main workflows to Reimburse Myself, Send Payment and Contribute to HSA to clarify actions available on our mobile app.
● One-Time Passcode: If enabled, this provides the ability for consumers to get a one-time passcode via either SMS, Email, or Alternate email address.
● Push Notifications: If enabled, consumers can opt-in to receive notifications, via the “Notifications Preferences” page, for the following: Receipt Reminder, HRA Contribution Notifications, Debit Card Suspend/Unsuspend, Debit Card Purse Suspend/Unsuspend.
● Workflow Enhancement: Updated language for main workflows to Reimburse Myself, Send Payment and Contribute to HSA to clarify actions available on our mobile app.
● One-Time Passcode: If enabled, this provides the ability for consumers to get a one-time passcode via either SMS, Email, or Alternate email address.
● Push Notifications: If enabled, consumers can opt-in to receive notifications, via the “Notifications Preferences” page, for the following: Receipt Reminder, HRA Contribution Notifications, Debit Card Suspend/Unsuspend, Debit Card Purse Suspend/Unsuspend.
10.1.1
Oct 29, 2021
If supported or applicable to your account(s), our app version 10.0 provides you with:
• Manage Notification Preferences: Allow your consumers to update how they receive notifications. Notifications available will be dependent on consumers’ enrolled plans.
• Manage Notification Preferences: Allow your consumers to update how they receive notifications. Notifications available will be dependent on consumers’ enrolled plans.
9.1.0
Aug 10, 2021
If supported or applicable to your account(s), our app version 9.0 provides you with:
● EOB Smart Scan: Upload a picture of your Explanation of Benefits (EOB) and using artificial intelligence (AI), Smart Scan will auto-fill all of the necessary information from the EOB to enable faster reimbursement.
● Remove Bank Account: Save time by using the mobile app to remove a bank account that you are no longer using.
● EOB Smart Scan: Upload a picture of your Explanation of Benefits (EOB) and using artificial intelligence (AI), Smart Scan will auto-fill all of the necessary information from the EOB to enable faster reimbursement.
● Remove Bank Account: Save time by using the mobile app to remove a bank account that you are no longer using.
8.2.1002
Mar 18, 2021
If supported or applicable to your account(s), our app version 8.0 provides you with:
• Manage Bank Accounts: Add, activate, or update bank accounts right from your mobile device.
• Manage Bank Accounts: Add, activate, or update bank accounts right from your mobile device.
6.6.2001
Oct 16, 2020
--Hello single set of login credentials!--
Use the same Paychex login you use to view payroll information to now manage your Paychex Benefit Account
--Expand receipt upload options—
Upload additional doc types (ex. PDF) from Cloud Storage options
--Better manage your HSA on the go—
Enhancements to support more flexibility to manage your HSA account and complete transactions from your mobile device
Use the same Paychex login you use to view payroll information to now manage your Paychex Benefit Account
--Expand receipt upload options—
Upload additional doc types (ex. PDF) from Cloud Storage options
--Better manage your HSA on the go—
Enhancements to support more flexibility to manage your HSA account and complete transactions from your mobile device
6.6.1001
Oct 7, 2020
--Hello single set of login credentials!--
Use the same Paychex login you use to view payroll information to now manage your Paychex Benefit Account
--Expand receipt upload options—
Upload additional doc types (ex. PDF) from Cloud Storage options
--Better manage your HSA on the go—
Enhancements to support more flexibility to manage your HSA account and complete transactions from your mobile device
Use the same Paychex login you use to view payroll information to now manage your Paychex Benefit Account
--Expand receipt upload options—
Upload additional doc types (ex. PDF) from Cloud Storage options
--Better manage your HSA on the go—
Enhancements to support more flexibility to manage your HSA account and complete transactions from your mobile device
6.6.100
Oct 5, 2020
-Hello single set of login credentials!--
Use the same Paychex login you use to view payroll information to now manage your Paychex Benefit Account
--Expand receipt upload options—
Upload additional doc types (ex. PDF) from Cloud Storage options
--Better manage your HSA on the go—
Enhancements to support more flexibility to manage your HSA account and complete transactions from your mobile device
Use the same Paychex login you use to view payroll information to now manage your Paychex Benefit Account
--Expand receipt upload options—
Upload additional doc types (ex. PDF) from Cloud Storage options
--Better manage your HSA on the go—
Enhancements to support more flexibility to manage your HSA account and complete transactions from your mobile device
6.4.200
Nov 6, 2019
If supported or applicable to your account(s), our app version 6.4 provides you with:
•New User Login – setup your account credentials to allow you quick access to your benefits
•Initiate Repayments – Pay back any overdrafts or denied claims through your mobile device
•New User Login – setup your account credentials to allow you quick access to your benefits
•Initiate Repayments – Pay back any overdrafts or denied claims through your mobile device
6.3.200
Jul 18, 2019
If supported or applicable to your account(s), our app version 6.3 provides you with:
•Receipt Organizer – Upload receipts to the Cloud and use them during any receipt-required process
•Rate the App – Easily provide feedback on your Mobile App Experience
•Receipt Organizer – Upload receipts to the Cloud and use them during any receipt-required process
•Rate the App – Easily provide feedback on your Mobile App Experience
6.2.100
Apr 19, 2019
If supported or applicable to your account(s), our app version 6.2 provides you with:
•Bug Fixes
•Usability Enhancements
•Bug Fixes
•Usability Enhancements
6.1.200
Nov 8, 2018
If supported or applicable to your account(s), our app version 6.1 provides you with:
•Identity Verification Document Upload: Provide documentation to your administrators to streamline the account opening process.
•View Statements & Notifications: Stay up-to-date on your account(s) by accessing your statements and notifications.
•Identity Verification Document Upload: Provide documentation to your administrators to streamline the account opening process.
•View Statements & Notifications: Stay up-to-date on your account(s) by accessing your statements and notifications.
6.0.100
Aug 1, 2018
If supported or applicable to your account(s), our app version 6.0 provides you with:
•Enhanced User Interface: The Mobile App has been redesigned from the ground up. This new sleek design will provide our consumers the best experience in Mobile technology.
•Eligible Expense Scanner: Allow your consumers to scan a product bar code to determine its eligibility based on the 213(d) list.
•HSA Investment Details: Display information to your consumer about their investments for their HSA.
•Enhanced User Interface: The Mobile App has been redesigned from the ground up. This new sleek design will provide our consumers the best experience in Mobile technology.
•Eligible Expense Scanner: Allow your consumers to scan a product bar code to determine its eligibility based on the 213(d) list.
•HSA Investment Details: Display information to your consumer about their investments for their HSA.
5.1
Apr 6, 2018
If supported or applicable to your account(s), our app version 5.1 provides you with:
•Enhanced Mobile Message Center – stay on top of your health accounts with additional messaging relevant to your plans.
•Accepting Agreements – Allow your consumers to accept custodial and administrative agreements from the Mobile App.
•Enhanced Mobile Message Center – stay on top of your health accounts with additional messaging relevant to your plans.
•Accepting Agreements – Allow your consumers to accept custodial and administrative agreements from the Mobile App.
5.0
Dec 8, 2017
If supported or applicable to your account(s), our app version 5.0 provides you with:
•Touch ID – Log into the mobile with the touch of your finger. Requires Touch ID to be previously setup on your device.
•Mark Expenses as Paid/Unpaid – keep track of your expenses by marking them as paid or unpaid.
•Touch ID – Log into the mobile with the touch of your finger. Requires Touch ID to be previously setup on your device.
•Mark Expenses as Paid/Unpaid – keep track of your expenses by marking them as paid or unpaid.
4.9
Dec 6, 2017
If supported or applicable to your account(s), our app version 4.9 provides you with:
•Dynamic and Enhanced Dashboard - provides the ability to pay manually created expenses from a consumer’s HSA or Notional Accounts
•No Immediate Logout from App - enables seamless navigation between the WEX Health Cloud Mobile app and other app(s) without immediate logout
•Dynamic and Enhanced Dashboard - provides the ability to pay manually created expenses from a consumer’s HSA or Notional Accounts
•No Immediate Logout from App - enables seamless navigation between the WEX Health Cloud Mobile app and other app(s) without immediate logout
4.8
May 5, 2017
- Enhanced Consumer Dashboard functionality that includes all claims, expenses, debit card transactions, and HSA distributions in a consolidated view
- Ability to pay Explanation of Benefits (EOB) expenses
- Ability to pay Explanation of Benefits (EOB) expenses
4.6
Aug 5, 2016
- Pay someone else such as a provider during claim filing
- Add a payee during claim filing and HSA distribution
- Upload a receipt image from the camera roll
- Link to an eligible expense list or other web page
- Add a payee during claim filing and HSA distribution
- Upload a receipt image from the camera roll
- Link to an eligible expense list or other web page
4.4
Oct 29, 2015
If supported or applicable to your account(s), our app version 4.4 provides you with the ability to:
· Distribute funds from your active Health Savings Account (HSA).
· Contribute funds to your active Health Savings Account (HSA).
· Distribute funds from your active Health Savings Account (HSA).
· Contribute funds to your active Health Savings Account (HSA).
4.2
Jul 8, 2015
If supported or applicable to your account(s), our app version 4.2 provides you with the ability to:
•Allow claim filing by account (Medical, Dependent Care, Premiums, and Transportation)
•Allow claim filing by account (Medical, Dependent Care, Premiums, and Transportation)
4.1
Jun 8, 2014
If supported or applicable to your account(s), our app version 4.1 provides you with the ability to:
•Use “Quick View” charts to easily check important contribution, election, and claims information
•Report a lost or stolen debit card
•Reset or change a password and log into your account for the first time directly via the mobile app
•Use “Quick View” charts to easily check important contribution, election, and claims information
•Report a lost or stolen debit card
•Reset or change a password and log into your account for the first time directly via the mobile app
3.7.0.0
Sep 19, 2013
Paychex Benefit Account FAQ
Klicken Sie hier, um zu erfahren, wie Sie Paychex Benefit Account in eingeschränkten Ländern oder Regionen herunterladen können.
Überprüfen Sie die folgende Liste, um die Mindestanforderungen von Paychex Benefit Account zu sehen.
iPhone
Requires iOS 15.0 or later.
iPad
Requires iPadOS 15.0 or later.
iPod touch
Requires iOS 15.0 or later.
Paychex Benefit Account unterstützt English
