How can admin generate Reimbursement Balance Report?

The Reimbursement Balance Report provides reimbursement balance details for the specified financial year. It can be generated on a financial year basis, offering insights into the balance throughout that period.

To generate the reimbursement balance report, the admin must perform the following actions:

1. From the greytHR Admin portal, navigate to Reports > Reports Gallery. The Reports Gallery page opens.
2. In the search box, enter Reimbursement  Balance Report. The Reimbursement Balance Report page opens.
3. From the Financial Year dropdown list, select the relevant year.
4. From the Reimbursement Items dropdown list, select the reimbursement items (You can choose multiple items)
5. Select All Employees or Selected Employees as per your requirements.
6. Enable/disable the checkbox Include employees who left the organization as per your requirements.
7. Click Options to customize the report.
8. From the Report Output Type dropdown list, select the required option.
9. Click Save to update the changes.
10. Click Generate to generate the Reimbursement Balance Report.

Note: The Recent Reports page displays your recently generated reports. 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.