Expense Report Status

Expense report status displays above the grid on the Expense Reports form. It also displays next to each expense report on the expense report selection list. The expense report status is important because it indicates where the expense report is in the processing workflow, enabling you to keep track of the expense reports that you are currently working on, those that have been submitted, and those that have been paid.

Your editing and approval rights determine the changes you can make to an expense report. These changes may result in an update to the report's status. Refer to the descriptions of the Administration: Level and Editing and Global options in the Checklist: Configuring Vision for iAccess Expense Reports online help topic for more information.

The following sections provide more information about expense report status and processing details for each status.

Field	Description
Expense Report Status	The expense report status indicates where the expense report is in the processing workflow. When you display the selection list above the Expense Reports form to select an expense report, the list displays the status along with each expense report name. A lock icon () displays below the status when the report is locked and cannot be edited.
In Progress	In Progress status indicates the following about the expense report: The expense report is open and is in the process of being completed. You can open, copy, delete, edit, print, and submit the expense report. The expense report has not yet been submitted for processing.
Submitted	Submitted status indicates the following about the expense report: You can open, copy, and print the expense report, but you cannot enter or edit expense report data unless your system administrator has given you security access to edit and resubmit expense reports. You cannot delete the expense report. The expense report has not yet been approved.
Approved	Approved status indicates the following about the expense report: You can open, copy, and print the expense report, but you cannot enter or edit expense report data unless your system administrator has given you rights to edit and resubmit approved expense reports. You cannot delete the expense report. The expense report is ready to be posted. This status is only used for expense reports if the Require expense reports to be approved before posting option is selected on the Company Expense Report Configuration form in Vision (Configuration > Company > Expense Report).
Posted	Posted status indicates the following about the expense report: You can open, copy, and print the expense report. You cannot edit, delete, submit, or approve the expense report.
Payment Status: Unpaid	Expense reports with the In Progress, Approved, and Posted status can all have the Unpaid payment status. That payment status indicates the following: The expense report has not been paid. The access rights described above for each type of status apply.
Payment Status: Paid	Expense reports with the Posted status can have the Paid payment status. The expense report is considered paid in full when the amount in TOTAL DUE on the report, as of today, is equal to payments made for the expense report. All payment records and voided payments for the report are factored into the paid in full determination.