A claims batch is a group of claims that helps you as an admin to collect all the claims raised by employees for a specific duration.
To download the grouped claims batch report of an employee, the admin must perform the following actions:
- From the greytHR Admin login, navigate to Expense Claims > Claims Batch. The Claims Batch page opens.
- From the Year dropdown list, select the required year to customize the list of claims batches. A list of claims batches appears.
- Select the required claims batch.
- Click ∨ arrow on the required claims batch card. The card expands.
- Click Detailed View. A detailed view of the selected claims batch appears.
- In the select an employee search box, enter the name/number of the employee whose grouped claims you want to download.
- Click the Grouped Claims tab.
- Click the Print button to download the grouped claims batch report of the employee. The report downloads in PDF format.
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