Generate Claim Status Report3

Generating Claim Status Report

You can view the status of claims in the Claim Status Report. You can view the report for all records that match a selected workflow or filter the records to view only those that match the input criteria

To view claim status report for the selected workflow:

On the HR (Finance) menu, under Travel and Expense, click Travel and Expense Reports and on the left navigation pane, click Claim Status Report.
In the Workflow list box, select the workflow.
Click Create Report.

The report is generated for the selected workflow.

To filter the records:

On the Claim Status page, select the criteria as per your requirements:

In the Employee Name text box, enter the first few characters of the employee’s name, and on the list, select the employee name.

In the Employee ID text box, enter the employee’s ID.

In the Division text box, enter the division.

In the Claim Number text box, enter the claim number.

In the Designation text box, enter the designation.
In the Workflow list box, select the workflow.
Click Create Report.

The report is generated for the selected workflow.

Note: Fields marked * are mandatory and they cannot be left blank. The following fields are mandatory: Workflow.

To generate the bank advice, click Generate Bank Advice.

Claim Status Report

Column	Description
Employee Name	Displays the name of the employee
Employee ID	Displays the Id of the employee
Designation	Displays the designation of the employee
Request Number	Displays the number generated for the travel request
Claim Number	Displays the start date of travel
Transaction Type	Displays the type of transaction
Purpose of visit	Displays the purpose of the travel
Cost Center	Displays the cost center to which the employee belongs
Department	Displays the department to which the employee belongs
Start Date	Displays the starting date of travel
End Date	Displays the end date of travel
Travel Details
Expense Type	Displays the type of expense
Type Name	Displays the type of travel
From Place	Displays the starting place of employee’s travel
To Place	Displays the destination of the employee travel’s
Date	Displays the date when the employee travelled
Currency Code	Displays the code of the currency used in the travel destination
Amount	Displays the amount requested towards travel expenses
Max Amount	Displays the maximum amount of the travel amount assigned to the employee
Vendor	Displays the name of the vendor making the travel arrangements
Accommodation Details
Travel Type Name	Displays the type of travel
Expense Type Name	Displays the type of expense
From Date	Displays the date from when the employee requested for the accommodation
To Date	Displays the date up to when the employee requested for the accommodation
Currency Code	Displays the code of the currency used to pay for the accommodation
Max Amount	Displays the maximum amount assigned to the employee for accommodation expense
Amount	Displays the amount requested towards accommodation expense
Vendor	Displays the vendor arranging the accommodation
No. of days	Displays the number of days of accommodation requested
Other Expense Details	Displays the type of expense
Travel Type Name	Displays the type of travel
Destination	Displays the destination of employee’s travel
Date	Displays the date of travel
Currency Code	Displays the code of currency
Amount	Displays the amount requested towards other expenses
Max Amount	Displays the maximum amount assigned for other expenses
Advance Amount Details
Currency Code	Displays the code of the currency in which advance amount is paid
Approved Advance Amount	Displays the amount approved as advance
Final Amount	Displays the final amount given
Local Currency Value	Displays the value of advance amount in local currency
Reimburse Amount	Displays the amount given as reimbursement
Travel Settlement Details
Settlement type	Displays the type of settlement – Payroll, Offline or Bank Advice
Settlement Amount	Displays the final settlement amount
Remarks	Displays remarks
Reference Number	Displays the reference number for the settlement
Settled Date	Displays the date of settlement
Workflow Details
Date	Displays the date of action in the workflow
Updated By	Displays the ID of the person who took the action on the request
Action	Displays the action taken on the request or claim on that day
Status	Displays the status of the request or claim
Approver’s remark	Displays the remarks provided by the approver