The Reports section of the Admin portal is designed to give you a greater understanding of how your employees are using their reimbursement allowance. We do not recommend using these reports for processing reimbursements. When you’re ready to process a reimbursement, go to the Reimbursements section of your portal to view your reimbursement statements.
Rather, these reports are meant to do the following:
Provide more context to your employees' reimbursements & claims.
Help you understand how we calculated the amount each employee is owed in your Reimbursement Statements.
Provide a more comprehensive year-to-date or month-by-month summary of information.
There are two reports available in the Reports section of your member portal: Reimbursements Summary & Claims Summary.
Reimbursements Summary Report
This report will show you reimbursement amounts broken down by employee on a monthly basis. You can set this report to run on a custom date range. It's an interactive report, so you can click on the reimbursement totals for more information.
Check out this help article for a step by step guide on how to read your Reimbursements Summary.
Claims Summary Report
This report will show you a year-to-date summary of each employee's allowances, claims, reimbursements, and accumulated unclaimed allowance. It's also an interactive report, so you can click into each category for more information.
Check out this help article for a step by step guide on how to read your Claims Summary Report.
If you'd like to toggle back and forth from your Admin or Employer portal to your employee portal, click on your name in the upper right corner of the screen, then select "Switch to Employee Profile."
Still not sure where to start? Check out our Admin Resource Center for more resources and support.