An employee's reimbursement statement is necessary for documenting expenses incurred by the employee while conducting business on behalf of the organization. It provides a record of the expenses, including receipts and invoices, and helps to ensure that expenses are properly authorized and in compliance with company policy. The statement can also aid in accurately tracking, analyzing, and reimbursing expenses.

The Reimbursement Statement page in your greytHR Admin portal helps you to view all the reimbursement transactions of an employee. The page displays the various types of reimbursement cards. Each card type on the page displays the various claims employees have made and their balance amount.

View an employee’s reimbursement statement

To view an employee’s reimbursement statement, from the greytHR Admin portal, hover over the 9 dots and select Payroll > Published Info > Reimbursement Statement.

On the Reimbursement Statement page, from the Search Employee search box, search for the employee whose reimbursement statement you want to view. The page displays different types of reimbursement cards.
Select the required card type and click the Details button. The card expands and displays the details of the claim type, such as Opening Balance, Entitlement, Claims Paid, Claims Approved, Claims Pending, and Closing Balance.
Under the Claims tab, from the dropdown list, select the status such as On Hold/Approved/Rejected/Withdrawn as per your requirements. The card displays all the claims that the selected employee has made. You can view the details such as Claim No, Claim Date, Claim Amount, and Proof Status for each claim.
Click the Payout tab to view the actual amount paid to the selected employee against each claim.

Note: The Claims tab under the selected card type displays all the claims an employee applies. The Payout tab displays the actual amount paid to an employee of the approved claim.

Frequently Asked Questions

What is a reimbursement statement?

A reimbursement statement shows all expense claims made by an employee for official purposes. It helps track claims, approvals, payments, and remaining balances.

Why is the reimbursement statement important?

Where can admin view the Reimbursement Statement page?

To view an employee’s reimbursement statement, from the greytHR Admin portal, hover over the 9 dots and select Payroll > Published Info > Reimbursement Statement.

How to view an employee’s reimbursement statement?

From the greytHR Admin portal, hover over the 9 dots and select Payroll > Published Info > Reimbursement Statement.

On the Reimbursement Statement page, from the Search Employee search box, search for the employee whose reimbursement statement you want to view. The page displays different types of reimbursement cards.
Select the required card type and click the Details button. The card expands and displays the details of the claim type, such as Opening Balance, Entitlement, Claims Paid, Claims Approved, Claims Pending, and Closing Balance.
Under the Claims tab, from the dropdown list, select the status such as On Hold/Approved/Rejected/Withdrawn as per your requirements. The card displays all the claims that the selected employee has made. You can view the details such as Claim No, Claim Date, Claim Amount, and Proof Status for each claim.
Click the Payout tab to view the actual amount paid to the selected employee against each claim.

How can the admin view all claims made by an employee?

On the Reimbursement Statement page, under the Claims tab, select the status such as On Hold/Approved/Rejected/Withdrawn as per your requirements. The card displays all the claims that the selected employee has made. You can view the details such as Claim No, Claim Date, Claim Amount, and Proof Status for each claim.

What is the difference between Claims and Payout tabs?

Claims tab – Shows all claims applied by the employee.
Payout tab – Shows the actual amount paid for approved claims.

Can admins track the balance available for reimbursement?

Yes. The reimbursement card displays the Closing Balance, which shows the remaining eligible amount.

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