After you submit an expense report, it moves through an approval workflow before reimbursement. This article explains how to track report status in Emburse Professional.
Expense reports use the following statuses:
- Draft: Report has not been submitted
- Pending Approval: Report is submitted and waiting for approval
- Pending Payment: Report is approved and processed, but reimbursement is not yet received
- Archived: Report is reimbursed and stored in the Archived folder
Status reflects where your report is in the process. Reports start in Draft. After submission, the status changes to Pending Approval. Once approved, the status changes to Pending Payment. After reimbursement, you mark the report as paid, and the status changes to Archived.
A processed report may include a disapproved expense line. To reuse the receipt, open the report from Pending Payment, select the report name, and select the red plus button on the disapproved line. Confirm the prompt to copy the receipt to your Wallet.
View Approval History
1. On your account homepage, under the My Expense Reports area, select an expense report status from the options provided.
2. Select an expense report Name.
3. On the My Expense Report page, you can view the full history of the expense report approval activity under Approval History.
4. Click Full Approval History to view all approval activity details for the expense report.