Admin Action

Generate company reports

Use Reports to export annual summaries and reimbursement totals for finance workflows.

Steps

  1. 1.Open Reports and choose the report type.
  2. 2.Select the tax year you need.
  3. 3.Review totals for claims, reimbursements, fees, and taxes.
  4. 4.Download the CSV report for accounting or reconciliation.

Supporting screenshots

Reports page with report tabs, year selector, and CSV export.

admin

Reports page with report tabs, year selector, and CSV export.

Set benefit classes and limitsManage company settings and billing