An expense's statuses

An expense on Expensya goes through several statuses during its cycle:

To review: the expense has just been entered through the fast scan, the system needs you to check and confirm that the information read is correct

To submit: the expense was entered manually, the system will not ask you for an additional check because the fast scan did not intervene

At this point, you will need to assign the expense to a report to move forward, the statuses will then be the same for both.

Submitted: the expense has been assigned to a note and sent to your supervisor for validation

In validation: this status is only applicable if your company implements a higher level of validation of reports already approved by your manager

Approved or Rejected: if the report submitted to your supervisor for validation is approved, it goes to the next status. If it is rejected, the report returns to the "Draft" state, and the expenses become 'Verified'.

Exported: the note that contains your expense has been approved by your manager and sent to your finance team

Archived: your accountant has archived the note, it is extracted from Expensya and integrated into your accounting system. The reimbursement will take place outside Expensya via usual means.

The status visible to users depends on the validation flow established by their employer on Expensya.

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