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HRA Employer: Understanding the Reimbursements Summary Report

This article is for employers and administrators using Take Command.

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Written by David Hung

The Reimbursements Summary Report provides a month-by-month view of employee reimbursement activity.

What is the Reimbursements Summary Report?

The Reimbursements Summary Report displays reimbursement amounts by employee for a selected reporting period.

The report can be used to review reimbursement activity over time.

What information is included?

The report may include:

  • Employee names

  • Monthly reimbursement amounts

  • Reimbursement totals

  • Reporting period information

Can I customize the report?

Yes. You can select a custom date range to view reimbursement activity for a specific period.

Can I view additional details?

Yes. The report is interactive and allows you to select reimbursement totals to view additional information.

Should I use this report to process reimbursements?

No. Use the Reimbursement Statement in the Reimbursements section when processing employee reimbursements.

Key takeaway

The Reimbursements Summary Report provides historical reimbursement information and should be used for reporting and analysis rather than payroll processing.

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