What does the expense report / payout status indicate?

Audience: Requester, Company

There are eight possible expense report statuses in Reimbi:

Draft

This is an expense report that the Requester has started but has not yet submitted. It cannot be viewed by the Company and cannot be approved or rejected.

Withdrawn

This is an expense report that the Requester submitted but then withdrew before it could be approved or rejected. The expense report is with the Requester for additional edits. It cannot be viewed by the Company and cannot be approved or rejected.

Pending Approval

This is an expense report that has been submitted by the Requester and is waiting to be reviewed and approved by the Company. It can be withdrawn by the Requester.

Rejected

This is an expense report that has been reviewed and rejected by the Company. It has been returned to the Requester for additional edits and resubmission. It cannot be viewed by the Company until it has been resubmitted.

Approved

This is an expense report that has been reviewed and approved by the Company. Payment will be issued in the next batch cycle. The expense report cannot be withdrawn by the Requester. 

Paid

Payment has been issued to the Requester. No further action on the expense report can be taken by the Requester or by the Company. 

In Process

Reimbi attempted to make the payout, but it failed. In this case, Reimbi follows up with the Requester to get the correct account information and then attempts the payout again. Once that is successful, the payout moves back into 'Paid' status.

Unsuccessful

Reimbi attempted to make the payout, but it failed. Reimbi has followed up with the Requester to get the correct account information. In rare situations, the payment is not made, and the expense report is marked 'Unsuccessful.'