How to Include Claim Type Custom Fields in the Expense Claims Report

In the Expense Claims module, under HR Lounge > Expense Claims > Settings > Claim Types > Edit Claim Type, you can include custom fields by clicking on the "+Add Fields" icon. You can also set these custom fields as mandatory by selecting the "This field is required" checkbox.

These custom fields are additional fields that employees must fill in when they select a claim type. Examples include information such as hotel name, flight ticket number, etc.

Refer to the sample screenshot below for an example of the HR Admin's view of custom field settings from HR Lounge > Expense Claims for the Meals Claim Type:

Refer to the sample screenshot below for an example of the Employee's view of the custom fields from Home > My Claims when creating a new claim for the Meals Claim Type:

How Can The HR Admin Include These Custom Fields In The Expense Claims Report?

• In HR Lounge, click on the Reports icon.

• In Report Builder, click on Expense Claims > Create.

• Click on the Fields & Filters icon.

• Under Claim - Custom Fields:
  • i. Select your preferred filters by ticking the checkbox.
  • ii. Click on the "+Add Filter" icon, and select the values.
  • iii. Click on the "+Apply Changes" icon to apply the filters to your report.

• Lastly, click on the Export Report icon and select your preferred report format to download accordingly.

The custom fields will appear in your report, as shown in the sample screenshot below:

Need Assistance?

If you have any questions or require assistance, please reach out to our support team via live chat or email us at support@briohr.com.