Claim statuses

This is the standard flow every organization starts with.

Note

Administrators can rearrange the flow, rename steps or add steps for your organization. If your claim shows a step that is not listed here, it is one your organization added.

Draft → Pending review → Reviewed → Approved → Category verified → Paid → Received
          ↓ any step up to Category verified can be Rejected → Revise → back to Draft
Paid or Received → Raise dispute → Disputed

Status	What it means	Who acts next
Draft	Saved, not yet submitted	You: finish and Submit
Pending review	Waiting for your superior to check it	Your superior: Mark reviewed
Reviewed	Checked	The unit head: Approve
Approved	The spend is accepted	Your finance approver (by default the organization owner): Verify category
Category verified	Finance has confirmed which account the expense belongs to	The same person: Mark paid
Paid	The payout has been recorded	You: Confirm receipt
Received	You confirmed the money arrived. Done.	Nobody
Rejected	Turned down, with a reason	You: Revise
Disputed	You said something was wrong with the payment	The person responsible for disputes: dismiss or uphold it

Reasons are required when someone Rejects a claim and when a dispute is raised or upheld.

Who is “your superior”?

The system works out who reviews and approves your claim from your place in the organization. You never choose your own approver; your administrator configures who approves each step. If you think the wrong person is reviewing your claim, ask your administrator.