Reso 2021-3185 - Laserfiche WebLink

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• Any credits for the rebate period • Any write-offs for the rebate period • Net spend for the rebate period • Net spend for each rebate type • Incentive Share/Rebate Rate per rebate type • Rebate amount by rebate type • Total rebate paid to the Purchasing Entity and/or Participating State. 5.9 Contractor must be able to provide a rebate report that reflects the type of rebate applied to each transaction no later than sixty (60) days after the end of the quarter. This report, at a minimum, must include: • Purchasing Entity legal name, • Entity Type (Agency, City, etc. as defined by the Participating State) • Transaction date • Merchant name • Merchant TIN • Transaction amount • Applicable rebate type • Applicable rebate BPS • Rebate amount earned 5.10 Participating States and Purchasing Entities may have additional transaction data and rebate reporting requirements, detailed in each Participating Addendum. 5.11 Contractor must provide an annual report to the Lead State reflecting total spend and National Annual Volume Rebate earned by Participating States for the calendar year. 5.12 System must have the ability to schedule on -demand and Ad Hoc reports. The WEXOnline° module offers a suite of reports, both standard and Ad Hoc, to help slash the administrative time involved with managing fleet expenses and operations. These reports can be scheduled for timely delivery to users or to a Fleet Manager/Program Administrator, they can be scheduled to run daily, weekly or monthly. The suite of standard and Ad Hoc reports allows users the flexibility to access system generated reports quickly, or build a report to the specifications important to them, their job responsibilities and/or reporting requirements. Additionally, through WEX's relationship management team can work with Purchasing Entity to build customized reporting for many different kinds of specialized or specific reporting needs a State or Agency may have. WEX requires all accepting merchants to be Level III capable, a level of transaction data capture that provides the foundation for our superior reporting tools. The major report categories we offer are: • Management Reports • Profile Reports • Transaction Reports • Exception Reports • Benchmark Reports • Billing Cycle Reports • Ad Hoc Reports • Authorization Detail Reports • Standard Reports MASTER AGREEMENT No. 00819 - FLEET CARD SERVICES PAGE 96 OF 138