1. Employment Hero Help Centre (AU)
  2. Payroll Platform
  3. Reports
  4. Payroll Reporting
  5. Employee Reporting

How do I do Employee Claim Reimbursement Reporting via Payroll?

Jameson Nixon
Updated
EH Content Team

Available for the following Payroll plans: Standard, Premium

The Claim Reimbursement Reporting feature allows you to create a report that you can use to analyse employee claims processed in a Pay Run within your business. It includes the ability to narrow down the data by employing entity, claim category, and pay schedule.

You can also use this feature to download an Excel file of the data and save the information in a printable PDF format.

Interactive demo

Click here for an interactive demo

Getting started

Running an expense reimbursement report
  1. Click the Reports menu.
  2. Click the Expense Reimbursement Report button.
    Expense_1.jpg
  3. Select from the following fields:
    • Date range.
    • Employee.
    • Pay schedule.
    • Expense category.
    • Employee's default location.
    • Employing entity.
    • Include tax codes.
  4. Click the Run Report button.
    Expense_2.jpg

    Helpful Hint

    You will now see your expense reimbursement report on your screen.

    Expense_2.jpg

Download data

Download the report: Excel
  1. Click the Reports menu.
  2. Click the Expense Reimbursement Report button.
    Expense_1.jpg
  3. Select from the following fields:
    • Date range.
    • Employee.
    • Pay schedule.
    • Expense category.
    • Employee's default location.
    • Employing entity.
    • Include tax codes.
  4. Click the Run Report button.
  5. Click the Download button.
  6. Click the Excel button.
    Expense_4.jpg
Download the report: CSV
  1. Click the Reports menu.
  2. Click the Expense Reimbursement Report button.
    Expense_1.jpg
  3. Select from the following fields:
    • Date range.
    • Employee.
    • Pay schedule.
    • Expense category.
    • Employee's default location.
    • Employing entity.
    • Include tax codes.
  4. Click the Run Report button.
  5. Click the Download button.
  6. Click the CSV button.
    Expense_5.jpg
Download the report: PDF
  1. Click the Reports menu.
  2. Click the Expense Reimbursement Report button.
    Expense_1.jpg
  3. Select from the following fields:
    • Date range.
    • Employee.
    • Pay schedule.
    • Expense category.
    • Employee's default location.
    • Employing entity.
    • Include tax codes.
  4. Click the Run Report button.
  5. Click the Download button.
  6. Click the PDF button.
    Expense_6.jpg

Explore related content

  • Bulk update pay rates This payroll platform article will walk you through the steps you need to update pay rates for multiple employees in bulk.
  • Employee pay slip reporting This payroll platform article will walk you through creating a report that shows all the pay slips generated in a particular Pay Run.
Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Article is closed for comments.