Claims are requests made by employees for reimbursement of work-related expenses. They ensure employees are compensated for costs incurred during their job activities, such as travel, meals, and supplies.

Claims reports document employee reimbursement requests for expenses incurred during work. They are important for ensuring accurate and timely reimbursement, maintaining financial transparency, and monitoring company spending. These reports help manage budgets effectively and ensure compliance with company policies.

Refer to the following reimbursement and claims reports to help you create accurate and comprehensive records:

Claims

Claims reports help organizations track and manage claims efficiently, assess risk exposure, and ensure timely resolution of claims.

Batch wise Claim Details Report

To generate the batch-wise claim details report, from the greytHR Admin portal, hover over the 9 dots and go to Reports > Reports > Reports Gallery. The Reports Gallery page opens.

In the search box, enter Batch wise Claim Details Report. The Batch wise Claim Details Report form opens.
From the Claims Batch dropdown list, select the relevant month.
From the Claims Form dropdown list, select the relevant claim form.
From the Claims Category dropdown list, select the relevant category.
From the Claims Element dropdown list, select the relevant option.
From the Group By dropdown list, select the relevant option.
Click Options, to customize the report.
Select the category, enable the option Show Only Payout Pending Batch, and Show Reviewer Remarks if applicable.
From the Report Output Type dropdown list, select the required format.
Click Save to save the changes.
Click Generate to generate the Batch wise Claim Details Report.

Claim Details Report - Claims

To generate the Claim Details Report, from the greytHR Admin portal, hover over the 9 dots and go to Reports > Reports > Reports Gallery. The Reports Gallery page opens.

In the search box, enter Claim Details Report. The Claim Details Report form opens.
Select From dropdown list, and enter the from date.
Select To dropdown list, enter the to date.
From the Claims Form dropdown list, select the relevant claim form.
From the Claims Category dropdown list, select the relevant category.
From the Claims Element dropdown list, select the relevant option.
From the Status dropdown list, select the required option.
From the Group By dropdown list, select the relevant option.
Click Options, select the Category, and enable the check box Include Receipt Number if applicable
From the Report Output Type dropdown list, select the required format.
Click Save.
Click Generate to generate the Claim Details Report.

Claims Group Batch Details Report

To generate the Claims Group Batch Details Report, from the greytHR Admin portal, hover over the 9 dots and go to Reports > Reports > Reports Gallery. The Reports Gallery page opens.

In the search box, enter Claims Group Batch Details Report. The Claims Group Batch Details Report form opens.
From the Claims Group Batch dropdown list, select the relevant month.
Click Options to customize the report.
Select the Category, enable the option Show Only Payout Pending Batch if applicable.
From the Report Output Type dropdown list, select the required format.
Click Save to save the changes.
Click Generate to generate the Claims Group Batch Details Report.

Claims Reconciliation Report - Claims

To generate a Claims Reconciliation Report, from the greytHR Admin portal, hover over the 9 dots and go to Reports > Reports > Reports Gallery. The Reports Gallery page opens.

In the search box, enter Claims Reconciliation Report. The Claims Reconciliation Report form opens.
From the From Date drop dropdown list, select the relevant date
From the To Date drop dropdown list, select the relevant date
From the Claim Form dropdown list, select the relevant claim form.
From the Claim Category dropdown list, select the relevant category.
From the Claim Element dropdown list, select the relevant element.
From the Status dropdown list, select the relevant status.
From the Group By dropdown list, select the relevant option.
Click Options to customize the report
From the Report Output Type dropdown list, select the required format.
Click Save to save the changes.
Click Generate to generate the Claims reconciliation Report.

Claims Reviewer Info Report

To generate a Claims Reconciliation Report, from the greytHR Admin portal, hover over the 9 dots and go to Reports > Reports > Reports Gallery. The Reports Gallery page opens.

In the search box, enter Claims Reconciliation Report. The Claims Reconciliation Report form opens.
From the Employee Type dropdown list ,select the relevant option.
From the Sort Order dropdown list, select the Employee No/Name.
Click Options to customize the report.
From the Display Category dropdown list, select the required option.
From the Report Output Type dropdown list, select the required format.
Click Save to save the changes.
Click Generate to generate the Claims Reviewer Info Report.

Consolidated Batch wise Claim Details Report

To generate a Consolidated Batch wise Claim Details Report, from the greytHR Admin portal, hover over the 9 dots and go to Reports > Reports > Reports Gallery. The Reports Gallery page opens.

In the search box, enter Consolidated Batch wise Claim Details Report. The Consolidated Batch wise Claim Details Report form opens.
From the Claim Batch dropdown list, select the relevant month.
From the Claim Form dropdown list, select the relevant claim form.
From the Claim Element dropdown list, select the relevant element.
Click Options, to customize the report.
Enable the check box Show Only Payout Pending Batch if applicable.
From the Report Output Type dropdown list, select the required format.
Click Save, to save the updation.
Click Generate to generate the Consolidated Batch wise Claim Details Report.

Employee Wise Claim Items Report

To generate Employee Wise Claim Items report, from the greytHR Admin portal, hover over the 9 dots and go to Reports > Reports > Reports Gallery. The Reports Gallery page opens.

In the search box, search for Employee Wise Claim Item Reports.
From the From Date and To Date dropdown calendar, select the required dates.
From the Claims Template dropdown list, select the required template.
From the Claims Item dropdown list, select the required item.
From the Currency dropdown list, select your currency.
From the Claims Status dropdown, select the status of the claim.
Select All Employees or Selected Employees as per your requirement.
From the Group By dropdown list, select the required group.
Click Options to customize the report.
Click Save to save the customization.
Click Generate to generate the employee wise claim items report.

Employee Wise Consolidated Claim Report

To generate Employee Wise Consolidated Claim report, from the greytHR Admin portal, hover over the 9 dots and go to Reports > Reports > Reports Gallery. The Reports Gallery page opens.

In the search box, enter Employee Wise Consolidated Claim report. The Employee Wise Consolidated Claim report form opens.
From the Year dropdown list, select the required Year.
From the Claims Template dropdown list, select the relevant template.
From the Claims Item dropdown list, select the required item.
Click Options, to customize the report.
From the Category dropdown list, select the applicable category.
From the Report Output Type dropdown list, select the required format.
Click Save, to save the updation.
Click Generate to generate the Employee Wise Consolidated Claim Report.

Employee Wise Consolidated Claim Report II

To generate Employee Wise Consolidated Claim Report II, from the greytHR Admin portal, hover over the 9 dots and go to Reports > Reports > Reports Gallery. The Reports Gallery page opens.

In the search box, search for Employee Wise Consolidated Claim Report II.
From the Year dropdown list, select the required financial year.
From the Claims Template dropdown list, select the required template.
From the Claims Item dropdown list, select the required item.
Click Options to customize the report.
Click Save to save the customization.
Click Generate to generate the Employee Wise Consolidated Claim Report II.

Employee Wise Template Claim Report

To generate the Employee Wise Template Claim Report, from the greytHR Admin portal, hover over the 9 dots and go to Reports > Reports > Reports Gallery. The Reports Gallery page opens.

In the search box, search for Employee Wise Template Claim Report.
From the Year dropdown list, select the required financial year.
From the Claims Template dropdown list, select the required template.
Click Options to customize the report.
Click Save to save the customization.
Click Generate to generate the Employee Wise Template Claim Report.

Employee Wise Summary Report

To generate the Employee Wise Summary Report, from the greytHR Admin portal, hover over the 9 dots and go to Reports > Reports > Reports Gallery. The Reports Gallery page opens.

In the search box, search for the Employee Wise Summary Report. A form appears.
From the From Date & To Date dropdown calendars, select the required dates.
Select the Status as per your requirement.
Click Options, and a form appears.
From the Category 1 and Category 2 dropdown list, select the required categories.
Select the Report Output Type.
Click Save to update the changes.
Click Generate to generate the employee-wise summary report. The Employee Wise Summary Report will be generated.

Claim bank transfer statement

To generate a Claim bank transfer statement, from the greytHR Admin portal, hover over the 9 dots and go to Reports > Reports > Reports Gallery. The Reports Gallery page opens.

In the search box, enter Claim bank transfer statement. The Claim bank transfer statement form opens.
From the Claims Batch dropdown list, select the relevant month.
From the Claims Form dropdown list, select the relevant item. For example Local Conveyance.
From the Claims Element dropdown list, select the relevant means of transportation.
Click Options, to customize the report.
Select Category, and enable the check box Show Only Payout Pending Batch if applicable.
From the Report Output Type dropdown list, select the required format.
Click Save to save the changes.
Click Generate to generate the Claim Bank Transfer statement.

Reimbursement

Reimbursement reports help organizations streamline the reimbursement process and ensure compliance with expense policies. It serves as documentation for audits, budget planning, and financial analysis.

Reimbursement Balance Report

To generate the reimbursement balance report, from the greytHR Admin portal, hover over the 9 dots and go to Reports > Reports > Reports Gallery. The Reports Gallery page opens.

In the search box, enter Reimbursement Balance Report. The Reimbursement Balance Report page opens.
From the Financial Year dropdown list, select the relevant year.
From the Reimbursement Items dropdown list, select the reimbursement items (You can choose multiple items)
Select All Employees or Selected Employees as per your requirements.
Enable/disable the checkbox Include employees who left the organization as per your requirements.
Click Options to customize the report.
From the Report Output Type dropdown list, select the required option.
Click Save to update the changes.
Click Generate to generate the Reimbursement Balance Report.

Reimbursement Claim Report

To generate a Reimbursement Claim Report, from the greytHR Admin portal, hover over the 9 dots and go to Reports > Reports > Reports Gallery. The Reports Gallery page opens.

In the search box search for Reimbursement Claim Report. The form appears.
From the From Payroll and To Payroll dropdown calendar, select the required dates.
From the Reimbursement Items dropdown list, select the reimbursement Item.
From the Reimbursement Status dropdown list, select the reimbursement status.
Click Option to customize the report.
Click Save to save the customized setting.
Click Generate to generate the Reimbursement Claim Report.

Reimbursement Overall Entitlement Summary Report

To generate the Reimbursement Overall Entitlement Summary report, from the greytHR Admin portal, hover over the 9 dots and go to Reports > Reports > Reports Gallery. The Reports Gallery page opens.

In the search box, enter Reimbursement Overall Entitlement Summary. The Reimbursement Overall Entitlement Summary page opens.
From the Reimbursement Items dropdown list, select the reimbursement items. (You can choose multiple items)
From the Group by dropdown list, select the relevant option.
Click Options to customize the report.
From the Transition Type dropdown list, select the required option.
From the Report Output Type dropdown list, select the required option.
Click Save to update the changes.
Click Generate to generate the Reimbursement Overall Entitlement Summary report.

Reimbursement Transaction Report

To generate the Reimbursement Transaction Report, from the greytHR Admin portal, hover over the 9 dots and go to Reports > Reports > Reports Gallery. The Reports Gallery page opens.

In the search box, enter Reimbursement Transaction Report. The Reimbursement Transaction Report page opens.
From the Reimbursement Items dropdown list, select the Reimbursement Items from the list (You can choose multiple items)
Enable the radio button Monthly (Current Month Claims) and Annual (Claims from financial start date till the current month) as per your requirements.
From the Group by dropdown list, select the relevant option
Click Options to customize the report.
From the Report Output Type dropdown list, select the required option.
Click Save to update the changes.
Click Generate to generate the reimbursement transaction report.

You can also generate and download other customized reports using the Reports Gallery and Query Builder pages as per your requirements.

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