The Reports section provides historical reimbursement and claims data that helps employers understand employee allowance usage and reimbursement activity.
What is the Reports section used for?
The Reports section provides visibility into:
Employee reimbursement activity
Employee claims activity
Allowance utilization
Historical reimbursement trends
Reports are intended for analysis and reporting.
Should I use Reports to process reimbursements?
No. Use the Reimbursements section of the Admin Portal when processing employee reimbursements.
The Reimbursement Statement in the Reimbursements section is the source of truth for reimbursement amounts.
What reports are available?
The Reports section includes:
Reimbursements Summary Report
Claims Summary Report
Each report provides different information about employee reimbursement activity.
Key takeaway
Use the Reports section to analyze reimbursement and claims activity. Use the Reimbursements section when processing employee reimbursements.