Available for the following plans: Employment Lite, Employment Plus
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
- Click the Reports menu.
- Click the Expense Reimbursement Report button.
- Select from the following fields:
- Date range.
- Employee.
- Pay schedule.
- Expense category.
- Employee's default location.
- Employing entity.
- Include tax codes.
- Click the Run Report button.
Helpful Hint
You will now see your expense reimbursement report on your screen.
Download data
Download the report: Excel
- Click the Reports menu.
- Click the Expense Reimbursement Report button.
- Select from the following fields:
- Date range.
- Employee.
- Pay schedule.
- Expense category.
- Employee's default location.
- Employing entity.
- Include tax codes.
- Click the Run Report button.
- Click the Download button.
- Click the Excel button.
Download the report: CSV
- Click the Reports menu.
- Click the Expense Reimbursement Report button.
- Select from the following fields:
- Date range.
- Employee.
- Pay schedule.
- Expense category.
- Employee's default location.
- Employing entity.
- Include tax codes.
- Click the Run Report button.
- Click the Download button.
- Click the CSV button.
Download the report: PDF
- Click the Reports menu.
- Click the Expense Reimbursement Report button.
- Select from the following fields:
- Date range.
- Employee.
- Pay schedule.
- Expense category.
- Employee's default location.
- Employing entity.
- Include tax codes.
- Click the Run Report button.
- Click the Download button.
- Click the PDF button.