How can admin generate Reimbursement Transaction Report?

The Reimbursement Transaction Report is a comprehensive document that contains all the reimbursement transaction details for the entire financial year. This report can be generated at any time during the financial year to provide a complete overview of the reimbursement activities within an organization.

To generate the Reimbursement Transaction 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 Transaction Report. The Reimbursement Transaction Report page opens.
3. From the Reimbursement Items dropdown list, select the Reimbursement Items from the list (You can choose multiple items)
4. Enable the radio button Monthly (Current Month Claims) and Annual (Claims from financial start date till the current month) as per your requirements.
5. From the Group by dropdown list, select the relevant option
6. Click Options to customize the report.
7. From the  Report Output Type dropdown list, select the required option.
8. Click Save to update the changes.
9. Click Generate to generate the reimbursement transaction 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:

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

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