The Reimbursement Summary report shows reimbursement amounts and payment activity, while the Claims Summary report shows individual reimbursement requests and claim-level details.
What is the Reimbursement Summary report?
The Reimbursement Summary report focuses on reimbursement outcomes and payment activity.
Common uses include:
Viewing reimbursements owed
Viewing reimbursements paid
Reviewing year-to-date reimbursement totals
Reviewing taxable and tax-free reimbursements
Understanding reimbursement statement totals
Use this report when you want reimbursement reporting and financial summaries.
What is the Claims Summary report?
The Claims Summary report focuses on employee reimbursement submissions.
Common uses include:
Reviewing individual claims
Viewing submitted expenses
Reviewing claim approval status
Reviewing claim documentation
Researching reimbursement questions for a specific employee
Use this report when you need claim-level detail.
Which report should I use to view reimbursements paid?
Use the Reimbursement Summary report.
This report provides reimbursement payment information and historical reimbursement totals.
Which report should I use to view employee claims?
Use the Claims Summary report.
This report provides information about reimbursement requests submitted by employees.
Which report should I use to research a reimbursement statement?
Start with the Reimbursement Summary report.
This report helps explain:
Monthly reimbursement totals
Taxable reimbursements
Tax-free reimbursements
Reimbursement adjustments
If additional detail is needed, review the Claims Summary report.
Which report should I use to review supporting documentation?
Use the Claims Summary report.
Supporting documentation and claim-specific details are associated with individual reimbursement requests.
Quick reference
If you need to... | Use this report |
View reimbursements paid | Reimbursement Summary |
View reimbursements owed | Reimbursement Summary |
View year-to-date reimbursements | Reimbursement Summary |
View taxable reimbursements | Reimbursement Summary |
View employee claims | Claims Summary |
View claim status | Claims Summary |
View supporting documentation | Claims Summary |
Research a specific reimbursement request | Claims Summary |
Who should use these reports?
Both reports are commonly used by:
Employers
HR administrators
Benefits administrators
Payroll administrators
Together, they provide a complete view of reimbursement activity and employee submissions.
What if I still cannot find the information I need?
If you are unable to locate the information you need:
Review both reports.
Confirm the reporting period.
Verify employee information.
Contact Take Command Customer Experience (CX) team for assistance.