Use this screen to create reports that will sort different types of reimbursements made when employees are relocated. No figures are included in this report, which shows the relationship between the more general categories and reimbursement types and the more specific categories and relocation reimbursements. Money spent on relocating an employee has tax consequences both for the employee and the employer. Care must be taken when you determine which kind of relocation money is charged to which reimbursement type.
Run this report anytime.
Use this group box to select a sorting technique.
Select this option to sort the report by relocation reimbursement. These are more specific cost headings. Relocation reimbursements are assigned to expense report lines and company paid expense voucher lines. The more common relocation reimbursements are already loaded into the Costpoint system. Selecting this option will result in a report that lists each relocation reimbursement and the reimbursement type to which it is linked.
Select this option to sort the report by relocation type. These are the more general cost headings. Selecting this option will result in a report that lists each relocation type and all linked relocation reimbursements.
Use this group box to include or exclude relocation reimbursements and reimbursement types based on their short identifying code, not the detailed description.
Use this drop-down list to select the range option to include in this report. This range will indicate the relocation reimbursements or reimbursement types, by abbreviated name, that will be included. Valid options are All, One, Range, From Beginning, and To End. The default for this field is All.
Enter the starting abbreviation for the range you want to include in the report. If you select All or From Beginning in the Range field, this field will be inactive.
Enter the ending abbreviation for the range you want to include in the report. If you select All, One, or To End as the Range, this field will be inactive.