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Administrator Guide
Last Updated: 2023-06-23
Reference: Expense Report Statuses

Reference: Expense Report Statuses

This table describes the different statuses for an expense report.
Status
Description
Draft
The worker creates an expense report but hasn't submitted it yet.
You can use the
Edit Expense Report
task to update expense reports in this status.
In Progress
The worker creates and submits an expense report but the final approver has yet to approve or deny it.
Approved
The final approver approves the submitted expense report but the expense report is awaiting settlement.
Canceled
The reviewer or approver cancels or denies the expense report, or the worker cancels it. The worker can cancel the expense report until one of these criteria are met:
  • A payment is applied to the report.
  • A tax declaration is associated with the report.
  • The report is associated with an in-progress or unapproved
    Project Transaction Event
    business process.