This report helps you to view the status of the claims made by the employees and also helps you track the expenses better.
The Reimbursements can be paid during the month or along with the payroll.
On the Home Page click “Transactions”
Click Reimbursement under Spend, Loan Management.
Click “Claims Report” under “Reports”.
Select the “Year” from the drop-down.
Select the “Paid Status” as “All/Paid/Unpaid”.
Select the following from the drop-down”
- From and To date.
- Location
- Level
- Designation
- Department
- Job Type
- Cost Center
Status- All/Pending/Finance Approved/Rejected
Click “Get”.
The file is downloaded.
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The downloaded report is as below:
Please note:
You can also view this report under Reports.
On the Home page, click “Reports.”
Click “Reimbursement”.
Click “Claims Report”.
