Purpose of the Report: Using this report, you can extract the sum of the expense claim amount claimed in a month for a selected date range
Frequency of the Report: You can extract Claims Reconciliation Report at any time
Prerequisite: At least 1 claim transaction should be there in the selected year
Path to generate the report
Step 1: Navigate to Reports >>Reports Gallery
Step 2: Search for the "Claims Reconciliation Report"
Step 3: Select the From Date and the To Date
Step 4: Select the Claim Form
Step 5: Select the Claim Category
Step 6: Select the Claim Element
Step 7: Select the Status
Step 8: Select Group By
Step 9: Go to Options and select the Report Output Type.
Step 10: Click on Save
Step 11: Click on Generate
The Claims Reconciliation 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.