Statuses provide a way for users to quickly see at a glance which reimbursement reports require their immediate attention and where different reimbursements are in the approval or payment process.
Draft
This status indicates that a report has not yet been submitted for review. Only you can see your drafts.
In approval
This is the status that users see on reports that are currently going through review but do not require their approval. For example, a user submitting a report will see this status after submission. Approvers see this status after they’ve already approved the report and the report is now waiting for the next approver’s action.
Pending your approval
This is the status that a user sees when the report has been submitted to them and requires their immediate approval.
Resubmit needed
This is the status of a report after an approver has requested resubmission
Awaiting payment
This status indicates that a payment is needed on the report. The submitter, approvers, and relevant admins will see this status when:
- The report has received final approval and is now waiting to be paid
- The report was previously paid but the payment failed. In this instance, expense admins who have permission to pay the report will also see an error alert in the status
Payment in progress
This is the status that all users with access to report see when a payment has been created.
Paid
This is the status that all users with access to a report see when the report has been paid successfully.
Sync failed
This status indicates that a report and/or its relevant payment details have failed to finish syncing to the accounting system. Only an expense admin would see this status.