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: SMEPayrollTM Version 11