How can admin generate Claim Bank Transfer statement?

A Claim Bank Transfer statement is a statement that provides details about claim payments based on a specific claim batch. It represents the reimbursement of expenses incurred by an employee of an organization for official purposes.

Using this report, the admin can get the claim payment details based on the claim batch.

To generate a Claim bank transfer statement, the admin must perform the following actions:

1. From the greytHR Admin portal, navigate to Reports > Reports > Reports Gallery. The Reports Gallery page opens.
2. In the search box, enter Claim bank transfer statement. The Claim bank transfer statement form opens.
3. From the Claims Batch dropdown list, select the relevant month.
4. From the Claims Form dropdown list, select the relevant item. For example Local Conveyance.
5. From the Claims Element dropdown list, select the relevant means of transportation.
6. Click Options, to customize the report.
7. Select Category, and enable the check box Show Only Payout Pending Batch if applicable.

8. From the Report Output Type dropdown list, select the required format.

9. Click  Save to save the changes.
10. Click Generate to generate the Claim Bank Transfer statement.

Note: The Recent Reports page displays the reports that you have recently generated. You can regenerate them by clicking on Run Again.

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Related Links:

Video- To watch the video on Reports Gallery, click here.

FAQs- To read more FAQs about the Reports Gallery, click here.

Documentation- To learn more about the Reports Gallery, click here.

Product Update- To read about the product update, click here.