Expense claims grouped by category for a date range. Shows pending (approved, not yet cleared) and cleared amounts per category, with optional employee filter.
What it shows. One row per Expense Claim Category with amounts split into Pending and Cleared, plus category total. Defaults to the current fiscal year date range.
When to use it. Track reimbursement backlog by expense type, prepare pay-run expense sections, and audit claim volumes by category.
Footer row totals Pending, Cleared, and Total across all categories.
What is the difference between Pending and Cleared?
Pending — approved expense claims awaiting reimbursement. Cleared — claims closed after payment through a pay run or otherwise.
Why is a category missing?
Only categories with claims in the date range appear. Categories with zero activity are omitted.
Can I see line-level claims?
Use Payroll → Expense Claim list filtered by category and employee for individual vouchers.
Which date filter applies?
Claim date on the expense claim header — not pay-run process date or payment voucher date.
Are draft claims included?
No. Only approved and closed claims appear — draft and declined claims are excluded.
Can I export this report?
Use Export and Print on the report toolbar when permitted.
Why do Pending and Cleared totals not match pay run?
Pending are approved but unpaid claims. Cleared includes claims closed on pay-run approve — timing may lag until pay run is processed.