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Definition of Bill statuses

Bill statuses provide a way for users to quickly see at a glance which bills require their immediate attention and where different bills are in the workflow.

Draft

This status indicates that a bill has not yet been submitted for review. All users with access to the bill will see this status.

In approval

This is the status that users see on bills that are currently going through review but do not require their approval. For example, a user submitting a bill will see this status after submission. Approvers see this status after they’ve already approved the bill and the bill is now waiting for the next approver’s action.

Pending your approval

This is the status that a user sees when the bill has been submitted to them and requires their immediate approval.

Rejected

This is the status that all users with access to a bill sees when the bill has been rejected by an approver.

Awaiting payment

This status indicates that a payment is needed on the bill. All users with access to the bill will see this status when:

  1. The bill has received final approval and is now waiting to be paid
  2. The bill was previously paid with a partial payment and there remains an outstanding balance that still needs to be paid on the bill
  3. The bill was previously paid but the payment failed. In this instance, bill admins who have permissions to pay the bill will also see an error alert in the status

Payment in progress

This is the status that all users with access to a bill see when a full payment has been created for the bill but not yet been sent to the recipient. At this point, there is no additional payment needed on this bill.

Paid

This is the status that all users with access to a bill see when the bill has been paid successfully with one or more transfer payments and there is no longer an outstanding balance to be paid on the bill.

Synced

This status indicates that a bill and its relevant payment details have successfully synced to the accounting system. Only a bill admin would see this status.

Sync failed

This status indicates that a bill and/or its relevant payment details have failed to finish syncing to the accounting system. Only a bill admin would see this status.