Monthly Claim Detail Report

Modified on Wed, 17 May 2023 at 04:21 PM

As an admin, you are able to generate a Monthly Claim Details Report that functions to display information on individual expense claims, and how long these have gone unpaid.


Step 1

Navigate to Report > Claim > Monthly Claim Details



Step 2


Once you click the Monthly Claim Details, you will see the screen below.




As you can see on the top, there will be 2 levels of Filter that you can opt for:

a) General Filter - This is a general filter whereby 

You can start by selecting the claim date range, which is the month that your claim request is being approved. 

After that, select the filter period, if you wish to view the report by Transaction Date/Claim Date/Approval Date. 

b) Advance Filter - If you feel like you want to drill down your criteria even further, to customize this report for only certain employees, you can do so by:

Clicking on the Advance tab located on the top part of the page. Then, you will see a display below. Here, you can choose to filter your employees by selecting “All Available Employees", "Team", "Manual Selection" and "Import Selection"

To generate a final report, click Generate Report.


Step 3

Then generate the report by clicking on the Generate Report.


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