Reimbursement Summary
The Reimbursement Summary report provides an employee-wise overview of reimbursement claims for a selected period. It helps you track eligible reimbursement amounts, amounts paid, and any unclaimed balances for different reimbursement types configured in your organization.
Access Reimbursement Summary
To access the Reimbursement Summary report:
- Click Reports on the left sidebar.
- Under Report Category, click Employee Reports and select Reimbursement Summary.
INSIGHT: You can also search for Reimbursement Summary using the search bar at the top and navigate directly to the report.
- Use the period selector at the top left to choose the period you want to analyze. You can choose from predefined periods such as This Month, This Quarter, or This Year, or select a Custom date range.
The reimbursement details for the selected period will be displayed in a tabular format for each employee.
Components of Reimbursement Summary
The following table explains the components displayed in the Reimbursement Summary report:
| Component | Description |
|---|---|
| Employee ID | Unique identifier assigned to the employee. |
| Employee Name | Name of the employee. |
| Reimbursement Type | Type of reimbursement claimed by the employee for the selected period. |
| Eligible | Maximum reimbursement amount the employee is eligible to claim for the selected period. |
| Paid Amount | Reimbursement amount that has been approved and paid to the employee for the selected period. |
| Unclaimed | Remaining reimbursement amount that is eligible but not yet claimed or paid for the selected period. |
Export Reimbursement Summary
To export the report:
- Click Reports on the left sidebar.
- Under Report Category, click Employee Reports and select Reimbursement Summary.
- Click Export as at the top right.
- Choose the required export format: XLS, XLSX, or Zoho Sheet.
- To protect the exported file, enable Protect this file with a password and enter a password with at least six characters.
- Click Export.