Expense statuses

This guide includes the definitions of different expense statusesCheck out our other articles here for more information. 

What do the different expense statuses mean?

Expense statuses provide a way for you to quickly see at a glance which expenses require your attention.

Incomplete

This status indicates that an expense has not been submitted yet for admin review. Both an admin and a cardholder would see this status.

Ready for review

This status indicates that an expense has already been submitted for admin review. Only an admin would see this status.

In review

Like Ready for review, this status indicates that an expense has already been submitted for admin review. Only a cardholder would see this status.

Resubmit needed

This status indicates that an admin has reviewed the submitted expense and requires the cardholder to submit again, usually due to errors with the previous submission. Both an admin and a cardholder would see this status. 

Approved

This status indicates that an admin has reviewed the submitted expense and approved it. For accounts that have the accounting integration set up, once approved, the expense information will subsequently be synced to the accounting system. Both an admin and a cardholder would see this status.

Synced

This status indicates that an expense has successfully finished syncing to the accounting system. Only an admin would see this status.

Sync failed

This status indicates that an expense has failed to finish syncing to the accounting system. Only an admin would see this status.

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