In this tutorial, we will demonstrate how to get an expense claim report for the "Approved" status.
This will be helpful for:
- Companies that pay claims separately from payroll and need to send an approved claims report to Finance for payment.
- The same concept applies if HR wants to create a report for a specific status (e.g, "Reimbursed"), filter claims for a particular department (e.g, "Marketing"), or a specific claim type (e.g, " Medical) and so on.
The Fields & Filters button helps you customize the report format and choose what data to include or exclude in the report, making it very useful