Draft: You have created an expense report, but have either not yet submitted it or recalled it after submission. Action needed: Open the expense report, check the information and if correct and complete, please click on the Submit button.

Needs revision: Your expense report has been sent back during the approval or review process. Action needed: Open the expense report, make the necessary changes and resubmit it.

In approval: Your expense report has been submitted and has been forwarded to the head of your cost object or your line manager. No action needed from your side.

In review: Your expense report has been approved by the head of your cost object or your line manager and has been forwarded to your finance team for review. No action needed from your side.

Rejected: Your expense report has been rejected. Rejected expenses cannot be resubmitted again.

Ready for Export: This status only applies to privately paid expenses that can be exported.

Ready for Export - Company card: This status only applies to company card expenses and it means that the company card expense has been fully approved. However, please make sure that it is matched with the corresponding transaction as otherwise it cannot be exported.

Exported - Private: This status only applies to privately paid expenses and means that these expenses have been exported for reimbursement.

Exported - Company card: This status only applies to expenses paid with your company card and means that these expenses have been exported for booking. Please note that card expenses can only be exported by your finance team when the card expenses have been matched with the corresponding transactions.

Draft: You have created a trip expense report and added a new expense to it, which has not been checked and submitted yet. Action needed: Click on the expense within the trip expense report, complete the information and click on the Ready! button after you checked all information of the new expense. After checking the information of the entire trip expense report, click on Submit to submit your trip expense.

Ready: You have created a trip expense report and all expenses within the trip expense container are checked. The trip expense report is now ready for submission. Action needed: Open the expense report, check all information in the trip expense container for correctness once again and click on the Submit button.

Matched: The transaction on your company card has been matched with a corresponding expense report and is ready to be exported for booking. No action needed from your side.

Not matched: This is a transaction on your company card that is still missing a corresponding expense export. Action required: Either upload the corresponding receipt as a new expense and submit it as Paid with company card or click on Select expense and match the transaction with an expense which you have uploaded and submitted previously (important: this expense needs to be Paid with company card). To get additional information how to match card transactions, go to this article.

New: The invoice has been imported by a Submitter, by the Invoice Processor or has been received via email. It has not been edited yet.

Draft: The invoice has been edited by the Submitter or Invoice Processor, the changes have been saved, but the invoice has not been submitted yet.

In approval: The invoice has been submitted by either the Submitter or Invoice Processor and needs to be approved by one or multiple Manager user(s) – depending on the approval flow.

In review: The invoice has been approved by the applicable Manager user(s) and now needs to be reviewed by Finance.

Ready for export: The invoice has been reviewed by Finance and is now ready to be exported.

Exported: The invoice has been exported by Finance for booking in your company’s ERP system, and subsequent payment.

Needs revision: The invoice has been sent back for revision to the Submitter or Invoice Processor by either the Manager or the Finance user as some parts contain errors that need to be corrected.

Rejected: The invoice has been rejected by the Submitter or Invoice Processor and cannot be submitted any more. Depending on your company settings, the Submitter or invoice Processor can send a message to the supplier during the rejecting process so that the supplier will be notified about the underlying reasons for the rejection and potential requests for correction.