The Reimbursements Summary Report shows how much each employee was reimbursed during a selected time period and provides a breakdown of the allowances and claims used to calculate each reimbursement amount.
What is the Reimbursements Summary Report?
The Reimbursements Summary Report displays employee reimbursement activity by month.
You can:
View reimbursement totals by employee
Run reports for a specific date range
View year-to-date reimbursement activity
Review how each reimbursement amount was calculated
The report aligns with your reimbursement statements and can be used to verify reimbursement amounts processed during a given period.
How do I view reimbursement details?
Select a reimbursement total within the report to see the calculation behind that month's reimbursement amount.
The detailed view includes:
Available allowances
Unused allowances carried forward
Previously submitted unreimbursed claims
New claims submitted during the reporting period
Total reimbursement amount
This breakdown helps explain how the employee's reimbursement amount was determined.
What do the report fields mean?
Current Allowance
The employee's allowance for the current month.
Previous Allowance
Unused allowance carried forward from prior months or plan years, if applicable.
Total Allowance
The total allowance available for reimbursement during the month.
Previous Unreimbursed Expenses
Eligible claims submitted before the current reporting period that have not yet been reimbursed.
New Claims
Eligible claims submitted during the reporting period.
Claims Subtotal
The total amount of approved unreimbursed claims available for reimbursement.
Reimbursement Total
The amount reimbursed to the employee for that reporting period.
What do dots and zeros mean in the report?
Dotted lines
A dotted line indicates the employee was not eligible for reimbursements during that month.
Zero ($0) reimbursement
A zero indicates the employee was eligible but did not have any reimbursable amount paid during that reporting period.
How do report dates work?
The Reimbursements Summary Report uses the same reporting periods as your reimbursement statements.
The date range shown for each month depends on when your reimbursement statements are generated.
Example
If your reimbursement statements are generated on the 15th of each month:
January statement covers claims submitted between December 15 and January 15
February statement covers claims submitted between January 15 and February 15
The corresponding month in the Reimbursements Summary Report reflects the same reporting period used on the reimbursement statement.
What if I receive multiple reimbursement statements each month?
Some employers receive reimbursement statements more than once per month, such as:
Bi-weekly reimbursement schedules
Semi-monthly reimbursement schedules
In these cases, the Reimbursements Summary Report combines reimbursement activity for the month and provides links to the corresponding reimbursement statements.
Key takeaway
The Reimbursements Summary Report helps employers understand how employee reimbursement amounts are calculated by showing available allowances, submitted claims, and reimbursement totals for each reporting period.
Common issues and how to resolve them
An employee shows $0 in the report but has approved claims — why?
A $0 in the report with approved claims usually means:
The claims were approved after the reporting cutoff for that period — they will appear on the next report.
The employee's Total Allowance for the period was already exhausted by prior reimbursements.
The employee's proof of coverage was not in Approved status when the report was generated — coverage must be verified before claims are included.
Click on the employee's row in the report to see their full breakdown (Current Allowance, Previous Allowance, Previous Unreimbursed Expenses, New Claims) to determine which condition applied.
The Reimbursement Total is higher than the monthly allowance — is this correct?
Yes — the Reimbursement Total reflects Total Allowance (Current + Previous rollover) minus any prior payments, applied against the Claims Subtotal. If an employee had prior unreimbursed claims from months when their allowance was insufficient, those carry forward and can result in a higher total in a later period when more allowance becomes available.
The same total appears across two or more reports for the same period
If you see duplicate or identical totals across reports, verify the reporting period dates shown on each statement. Some accounts are configured for bi-weekly or semi-monthly cycles — the same employee may appear on two statements within one calendar month, each covering a different date range. If the dates overlap or the amounts look incorrect, contact Customer Experience.
I cannot see uploaded receipts or claim attachments in the report
The Reimbursement Summary Report (CSV and PDF download) does not include attachments or receipt images by design. Only the reimbursement amounts and allowance figures are exported. If you need to review underlying documentation for a specific claim, contact Customer Experience — they can access claim-level attachments on the backend.
How do I request reports from before a portal update or system migration?
If statements from before the current system (e.g., from the legacy portal) are not visible in Historical Reports even with the correct year filter applied, contact Customer Experience. These may need to be manually retrieved from archived records and emailed to you. Include your company name, the specific months needed, and the plan year.