User Balance Report

Deskera eClaims application allows the user to generate various reports from the system. The User Balance report shows the balance claim amount against each expense type for an employee. Expenses types have monthly and yearly limits up to which users can apply for claims. This report shows the amount up to which each user can claim under the particular expense.

Prerequisites:

1. Ensure you have your Deskera eClaims application URL in place.

2. Ensure you are the administrator of the eClaims application

3. Ensure a good internet connectivity

Step 1: Go to All Expenses Report under Reports on eClaims DashboardFig.4.7.16.1 eClaims Dashboard

Step 2: Select Month and Year for which balance amount is to be viewed.Fig. 4.7.16.2 All Expenses Report

Step 3: Select the User and Department for whom to generate the report.Fig. 4.7.16.3 All Expenses Report

Step 4: Select the Expense Type for which report is to be generated.Fig. 4.7.16.3 All Expenses Report

Step 5: Click on Fetch to generate the User Balance Report. Fig. 4.7.16.4 All Expenses Report

Step 6: Click on Export to download the report in CSV format. Fig. 4.7.16.4 All Expenses Report