Reports - Employee claim summary

Reports - Employee claim summary

Reports >Payroll > Claims Reports

This report is use to review the summary for claim heads employee wise for a financial year. Heads visible in this report are similar to what is shown to the employee from where he submits the claim - refer article for more details
- Total value
- YTD eligibility
- YTD claimed
- Net available
- In process vouchers

Claim_summary.png

Click on "Export to Excel" to get the output in excel.


    • Related Articles

    • Reports - Claim register

      Reports > Payroll > Claims Reports Through this report you can get the register of claim heads with details of - 1. Opening : this is the month's opening 2. Eligibility : the amount credited/accrued to employee's account 3. Claim paid through payroll ...

    • Reports - LWF Monthly Summary

      Reports > Payroll > Labor Welfare Fund This report is used to get employee wise Labor Welfare Fund employee and employer contribution details. Select the month and click on Generate Report. Click on "Export to Excel" to get output in excel format.

    • Reports - ESI Monthly Summary

      Reports >Payroll > ESI Forms and Reports You can get employee and employer contribution details for ESI by month from this report. Click on "Export to Excel" to get output file in Excel format.

    • Reports - Employee wise claims

      Reports > Payroll > Claims/Reimbursement Reports From this summary report you can get the status of claims and vouchers by employees. This report does not provide the breakup of vouchers. Click on "Export To Excel" to download output in excel format.

    • Reports - Claim eligibility accrual details

      Reports > Payroll > Claims Reports Through this report you can get details of accrual / deduction of eligibility of claim heads. The last column "Events" shows the method of eligibility accrual. Eligibility can be created or reduced by the following ...