Report - Expense Claim Details
From this report you can get detail of expense claims. The report can be generated
on the basis of
- claim submission date
- payment date
- final approval date
It can be also filtered on the basis of type of claim, claim status and for all employees or specific employees. Additional columns can be added to the report using the customize icon highlighted in red in the image below. The From Date / To Date is linked to the Expense Approved On.
- Expense claim status can be - Approved, Submitted, Rejected, Returned, Resubmitted,
Payment in Process and Withdrawn.
- Claim Type column is visible only when feature to submit multiple types of
vouchers is activated.
- Project Code / Project Name columns are visible only when multiple type of
vouchers feature and Project module are activated.
- Tour ID column is visible only when multiple type of vouchers feature and Tour
feature is activated.
- Amount Paid column is visible only when voucher status has been updated as
paid.
You can download the supporting documents uploaded with the claim voucher using the "Download" button.
Select employee if report to be generated only for one employee else leave blank to generate for all employees.
Click on "Export to Excel" to get output in excel. Click on "Export All Details" to also get line item level details.
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