Once any transaction settles and becomes an expense in the Center app, the following statuses are assigned to expenses as they flow through the approval process.
- Not submitted: expenses in this category are those that have yet to be submitted for the following reasons:
- Missing a receipt
- Missing expense details (Cost Center, Expense Type, etc)
- Have not been officially submitted by the user (see 'Submit' button at the bottom of the screen to submit for approval)
- Expense Statuses in 'Not submitted':
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- Expense has settled, and is ready for details to be added for submission
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- All expense details have been filled out and is ready to be submitted
- Submitted: expenses in this category have been submitted and are under review for approval by an approver/manager.
- Approvers will review these expenses to validate that the transactions were within company policy and legitimate business purchases.
- Once approved, you will see the 'Status' of the expense change but the expense will remain in your 'Submitted' category as they no longer require your attention.
- Expense Statuses in 'Submitted':
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- Expense has been submitted, and is awaiting approval
- Expense has been submitted, approved, and archived by Finance
- Archived expenses cannot be edited
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