How to access expense claim reports?

As employees submit expense claims, this data is reflected in their individual profiles. However, the finance team may need to review and allocate funds. Here’s how an admin can generate an expense claim report to facilitate this process.

Steps to Generate an Expense Claim Report:

1. Go to the Organization tab and select the Expenses module.

2. In the Expenses section, navigate to the Reports area.

3. Here, you'll find the Expense Claim Report.

4. Use the available filters to refine the report as needed.

5. Click Run to generate the report.

This allows admins to quickly and efficiently generate expense claim reports for review.