Expense Claim Reports
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      3. Expense Claim Reports

      How to Download an Expense Claims Report

      Latest Update:

      1.   Start Date, Start Time, End Date, and End Time Added to Fields & Filters

      • These fields are exclusive to the Per Day Allowance claim type, requiring you to fill in this information.
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      2.   Category Renamed to Claim Type

      • This field identifies the claim type submitted by the employee. You can use this filter to display specific claim types in the report.

      3.   Expense Category Added to Fields & Filters

      • This field identifies whether the claim request is for Generic Expense, Mileage, Per Day Allowance, Cash Advance Request, or Cash Advance Settlement. You can use this filter to display specific expense categories in the report.
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      4.   Cash Advance Request ID Added to Fields & Filters

      • This field is exclusively for Cash Advance Settlement. The Cash Advance Request ID is used to match the Claim Report Transaction ID with the cash advance request, ensuring the settlement report is correctly linked to the corresponding cash advance request.
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      In this tutorial, we'll demonstrate how to generate an expense claim report from the Reports module.

      1. Go to HR Lounge.
      2. Click the Reports button at the top right corner of the 'Employee List' table.
      3. Search for Expense Claims and click Create.

      NOTE:

      If you are looking for information on how to download an approved expense claim report, please refer here.

       

       

       

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