Generating Claim Report

Modified on Wed, 17 May, 2023 at 4:37 PM

In Worksy we have a few types of Claim Reports to help you review on one page.

Here's the list of available claim reports:

1) Claim Detail

- You can review your claim in detail by approval status (Pending, Approved, Rejected, All)

2) Monthly Claim Detail

- You can filter claim month by Receipt/Transaction Date/, Claim Date, and Approval Date.

3)Approved Claim Summary

- You can review your approved claim by claim item when generating this report

4) YTD Approved Claim Summary

- You can review approved year-to-date summary information by claim item