How to generate claim report?

To generate a Claim Report, follow the given steps:

Step 01:  Go to Reports and click Custom Report 

                      

Step 02: Then, go to tab Claims tab 

Step 03: Select the following fields: To generate a report:  Select the dates- Start date and End date, Include inactive employee if required and select Department

Step 04: It will show the employees. Tick the checkbox to select Employee and Claim types.

Below are further options, like Summary and Detail (It is the claim report after submitting the payroll) and Summary Un-Processedand Details Un-Processed (Before Submitting Payroll). 

Then, Status: Approved, Pending, Rejected and All- Suppose If you want to generate a report to check only Approved claims then select Approved status.

And click GENERATE CLAIMS REPORTS button

Step 05: This page opens, here is an option to export it as  excel and PDF

                                                                                                                                                               

                                                                                                                                                                                   Product Version: SMEPayroll^TM Version 11

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