Expense Workflow Status

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Chrome River Statues Descriptions
Submitted Expense report that is coming to AppZen
Returned The expense report is sent back to the employee

 

Concur Statues Descriptions 
Approval  The approval status defines the step that the expense report or cash advance request is in now, such as Not filed or Pending Approval. This status is displayed to the employee and the approver on the list of expense reports in Expense. The back - office personnel can also see the status in Expense Processor. The administrator can customize approval statuses. Approval statuses should be determined before you create custom workflows because they are associated with a workflow step.
Payment The payment status shows the employee the reimbursement status for their submitted expense report. The payment statuses are all predefined and cannot be customized
Anomaly & Fraud Check Report submission triggers Anomaly & Fraud Check
Approval Time Expired The expense report has not been approved within the defined number of allowable days (calendar days - not business days) and has taken an Approval Time Expired action. This status appears for only a moment before it moves on to the designated action and is typically not seen by the employee.
Approved The appropriate managers have approved the expense report for payment. The system does not set this status until all workflow steps that require manager approval have been completed.
Approved & In Accounting Review The expense report is waiting for the accounting department or processor to approve for payment. When the report is in this state, the system may allow partial approval. In addition, the processor may be able to make edits to the expense report while in this state
Auto Approved The system has automatically approved the expense report. If there is a condition with a model for skipped step, then this is the approval action used.
Disputed The expense reports are awaiting for CR Processor and Issuer to solve the situation, used with the Central Reconciliation feature
Hold for Receipt Images The system is holding the report until the user attaches the required scanned receipts or faxes the required receipts. This step occurs after submit, before being sent to the first approver. Once the receipts are received by Imaging, the report moves to the first approver. **NOTE:** Expense considers the receipts to be received when there is at least one line - item or a report - level attachment. Clients can use an audit model to require attachment for all line items that require a receipt if the client does not want the report to move forward. & For more information, refer to Hold for Receipt Image (Workflow Step) in this guide.
Holding Payment The system is not exporting the report for payment until a defined condition is met, such as handing in receipts.
Issued A cash advance has been issued by the Expense Cash Advance administrator. This status does not appear on the Approval Status page and is not editable.
Not Issued A cash advance has been canceled by the Expense Cash Advance administrator. This status does not appear on the Approval Status page and is not editable.
Not Paid The report is not yet paid.
Not Submitted The expense report has not been submitted and has not entered a workflow process.
Paid The report is has been paid.
Payment Confirmed The payment demand created for this expense report has been sent to the banking system for processing by Expense Pay
Pending Budget Approval The expense report is in the budget approval step if using the Budget Insight feature.
Pending Cost Object Approval The expense report is in a cost object approval step and has not completed the approval process for all cost object approvers.
Pending External Validation The report is pending validation if using the external validation feature.
Pending Validation The report is pending prepayment validation. This status is typically not seen by an end user. The system does this check directly after the processor approves the report and before it is marked as ready for extract. The check simply verifies that all journal entries add up to the total of the expense; the allocations add up to the total of the expense; and so on as a final check that the data is completely correct. When an error is found, the report goes into the Pending Validation status to prevent the extract of bad financial data. The report then requires manual intervention to determine and correct the problem, and the typical workaround is to send it back to the employee for resubmission. As part of the submission process, all of the journal entries are recalculated so any error is usually corrected.
Sent Back to Employee The expense report is sent back to the employee for more information or correction.
Submitted An employee has submitted the expense report. When in this state, the system may allow partial approval and minor edits.
Submitted & Pending Approval The expense report is somewhere in the approval process but has not been given final approval.
Hold for Payment Payment is being held based on receipt requirements, as defined by the Payment Hold feature.
In Progress The system has extracted the report for payment but no payment file has been received yet from the payment system.
Not Paid The system has not yet extracted the report for payment
Paid The payment system has completed processing and has sent a payment file indicating that the report has been paid.
Payment Confirmed Some or all amounts due to an employee or company card have been actually paid for a report. An import file has been imported into the system to confirm this payment after payment was made to the employee or company card vendor. Additional payments may occur at some future time, but the report payment status will continue to show Payment Confirmed.
Processing Payment The report has been approved for payment but has not yet been extracted to the financial systems. The report can still be sent back to the previous processor workflow step using recall.
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