The Claims Summary Report provides a year-to-date view of employee allowances, claims, reimbursements, and remaining balances.
What is the Claims Summary Report?
The Claims Summary Report helps employers understand how employee allowances have been used throughout the year.
The report provides claim and reimbursement activity in a single view.
What information is included?
The report may include:
Employee allowances
Submitted claims
Approved reimbursements
Remaining allowance balances
Unclaimed allowance amounts
Can I view additional details?
Yes. The report is interactive and allows you to select categories to view additional information.
When should I use this report?
Use the Claims Summary Report when you want to:
Review allowance utilization
Understand reimbursement activity
Analyze employee claim trends
Review year-to-date balances
Should I use this report to determine reimbursement amounts?
No. Use the Reimbursement Statement in the Reimbursements section to determine employee reimbursement amounts.
Key takeaway
The Claims Summary Report provides year-to-date claim and allowance information and is designed for analysis rather than reimbursement processing.