How to generate a claim report?

**follow the below steps to generate Claim Report

Step 01:  Go to Reports and click Custom Reports 

                      

Step 02: Then, go to tab Claims tab 

Step 03: Select the following fields to generate a report,  "Start date" and "End Date", Include inactive employees if required, and "Department"

Step 04: Tick the checkbox to select Employee and Claim types.

* Summary and Detail (It is the claim report after submitting the payroll) and Summary Un-Processed and Details Un-Processed (Before  Submitting Payroll). 

* Status: Approved, Pending, Rejected, and All Eg: To generate a report to check only Approved claims then select Approved status.

And click GENERATE CLAIMS REPORTS button

Step 05: Once create the report there is a option to export it as  excel and PDF

                                                                                                                                                               

                                                                                                                                                                                   Product Version: SMEPayroll^TM Version 11

• Related Articles

• How to generate attendance timesheet report?

  To generate a timesheet report, follow the given steps: Step 01: Go to Reports and click Custom Report Step 02: Then click on the "Timesheet" tab Step 03: To generate a report "Project Wise" or "Employee Wise", select the "dates", select "Include ...

• How to generate Costing Report in Costing By Project Management

  To generate the costing report follow the given steps: Step 01: In the Payroll module, go to Costing By Project. Step 02: Then Click the "Costing Report" option.                                Step 03: Select the employee name, sub-project, and ...

• How to check monthly wise leave report

  To generate a summary and detail report of leave follow the given steps: Step 01: Go to the “Reports” module and select the "Custom Reports" from the drop-down list.                                    Step 02: Go to the "Leave" tab and select ...

• How to Manage Custom Report Writer

  To generate custom reports follow the given steps: Step 01: Go to the “Reports” module and select the "Custom Reports" from the drop-down list. Step 02: From here select any of the tab to retrieve the report. Here is an example of getting an employee ...

• How to Generate Payroll

  The user can generate the payroll once the payroll is approved. For this, follow the given steps: ​Step 01: Go to the “Payroll” module” and select the "Generate" from the drop-down list. Step 02: From here select "Year", "Month", "Department", and ...