The status of an expense informs a user where it is in the expense workflow.
Herewith the list of possible expense status:
The OCR is reading out the Amount, Merchant, Currency, and Date of the expenses.
NOTE: It is possible to manually skip the processing step and enter the information manually.
To be verified
The receipt was read out automatically. Before the expense can be sent for approval, additional information will need to be added to the expense details. Once all the needed information is added the expense can be sent for approval.
The system was not able to read the receipt details. Please try to snap a picture of the receipt again.
All mandatory information is added in the expense details. It is now possible to submit the expense for approval.
The expense has been submitted to the approver. The approver will now be able to approve or rejected the expense. More information regarding the approval of expenses can be found here.
You have recalled the expense. It will now be possible to edit the expense.
The expense is approved by your approver. If two levels of approver are configured in your company account, a second validation will need to be performed by the 'Controller'
The expense is Controlled after approval.
The Expense has been rejected by the approver or the controller.
The expense is reported, after upload - approval - control. This means the finance team has created a report of all controlled expenses and will reimburse your expense.
To know the difference between potential duplicates and duplicate, click on the options below.
The status of an expense is also briefly explained in the video of the personal role. You can skip ahead to 1:01 to only watch the part about the status.