Actionable Expense Cards

When your administrator selects the Actionable Cards for Expenses opt-in, the Expenses work area displays a carousel of expense report cards from which you can take related actions.

Each card displays information, such as report card status, report purpose, report number, report amount, and so on.

Based on the status of a report, you can take related actions, such as Withdraw, Submit, Duplicate, Delete, and Print, directly from the card. The Show All link navigates you to the Manage Expense Reports page where you can search for additional reports. The Expenses work area also provides a global search that let's you perform a quick search across expense reports, cash advances, and corporate card expense items.

This table summarizes the different scenarios for an expense report. The corresponding statuses and actions that users can take directly from the actionable cards are also discussed:

Scenario	Expense Report Status	Actionable Report Card Status	Applicable Actions
Expense report awaiting owner's approval after a delegate submits it on behalf of the owner.	Pending individual approval	Approval Requested	Open Duplicate Withdraw Print Approve Reject Request Information
Expense report is returned to the owner.	Returned	Returned	Open Resubmit Duplicate Delete Print
Expense report is rejected by owner when a delegate submits it on behalf of the owner.	Rejected by individual	Rejected	Open Resubmit Duplicate Delete Print
Expense report is rejected by manager or auditor.	Rejected by manager	Rejected	Open Resubmit Duplicate Delete Print
Expense report awaiting more information that's requested by the manager.	Manager requested more information	Information Requested	Open Duplicate Withdraw Submit Information Print
Expense report awaiting owner's response when it's short paid due to a policy or receipt issue.	Pending individual response	Information Requested	Open Duplicate Withdraw Request Approval Request Information Print
Expense report awaiting imaged receipt to proceed for manager's approval.	Awaiting receipt	Missing Receipt	Open Withdraw Print Duplicate Add Attachment
Expense report can't be processed for reimbursement because user hasn't submitted the required receipts.	Hold pending receipt	Missing Receipt	Open Print Duplicate Add Attachment
Expense report is saved and the delegate or owner is still working on the report.	Saved	Not Submitted	Open Submit Duplicate Delete Print
Expense report is withdrawn by the delegate or owner when the approvals workflow is still in process.	Withdrawn	Not Submitted	Open Submit Duplicate Delete Print
Expense report is submitted by the owner for approval and the application is retrieving the first approver.	Submitted	Submitted	Open Duplicate Withdraw Print
Expense report is pending manager approval after being submitted by the user.	Pending manager approval	Pending Approval	Open Duplicate Withdraw Print
Expense report is pending auditor approval after manage approval is over.	Pending expense auditor approval	Pending Approval	Open Duplicate Withdraw Print
Expense report is successfully processed and a payment request is created.	Ready for payment	Ready for payment	Open Duplicate Print
Expense report is ready for payment processing after auditor and manager approval.	Ready for payment processing	Ready for payment	Open Duplicate Print
Expense report is paid.	Paid	Paid	Open Duplicate Print
Expense report is partially paid.	Partially paid	Partially Paid	Open Duplicate Print