Common Element Used to Create Expense Reports

Status

Depending on your organization's approval and audit policies, PeopleSoft Expenses may assign these values to expense report transactions:

• Approved for Payment: The expense report is authorized for payment processing.

• Closed: The expense report is marked for closure. You can close only those expense reports that have been submitted and approved for payment processing, but that are not yet staged for payment.

• Denied: The expense report was not approved by the approver or auditor.

• Approvals in Process: Depending on your approval and audit requirements, after anyone on the approval list has approved or held the expense report, the status changes to Approvals in Process. There may also be situations where a transactions has been approved for payment but not yet approved for billing. In these instances, the approver may see the status Pending Billing Approval.

• Paid: The employee has been issued a reimbursement.

• Pending: An employee has not submitted the expense report, or the approver or auditor denied and returned the expense report to the employee. This is the default status for a newly created expense report.

• Staged: The expense report is staged for payment.

• Submitted for Approval: The expense report is ready for the approval or audit process.