Purpose of the Report: This report will provide whole financial year data w.e.f Apr to till month selected at the top with all the date like opening balance, entitlement, claimed and closing balance.
Frequency of the Report: You can generate this report at any Period.
Path to generate the report
Step 1: Navigate to Reports >>Reports Gallery
Step 2: Search for the Reimbursement Overall Entitlement Summary
Step 3: Select the Reimbursement Items from the list (You can choose multiple Reimbursement Items)
Step 4: Select the Group By
Step 5: Go to Options select the Transaction Type and Report Output Type.
Step 6: Click on Save
Step 7: Click on Generate.
The Reimbursement Overall Entitlement Summary will be generated and available under the Recent Reports section.
The Recent Reports page displays the reports that you have recently generated. You can regenerate them by clicking on Run Again.