Purpose of the Report: The Reimbursement Transaction Report will provide complete financial year's reimbursement transaction details.
Frequency of the Report: You can generate this report anytime in the financial year.
Path to generate the report
Step 1: Navigate to Reports >>Reports Gallery
Step 2: Search for Reimbursement Transaction Report
Step 3: Select the Reimbursement Items from the list (You can choose multiple items)
Step 4: Enable the radio button Monthly (Current Month Claims) and Annual (Claims from financial start date till the current month) as per your requirement.
Step 5: Select Group by
Go to Click on Options and select Report Output Type.
Step 6: Click on Save
Step 7: Click on Generate.
The Reimbursement Transaction Report 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.