Statuses
| Status | Meaning | Can the employee edit it? | Next |
|---|---|---|---|
| Draft | Being prepared, or sent back | Yes | Submit |
| Submitted | Waiting for an approver | No | Approve, Return or Withdraw |
| Approved | Approved, waiting to be processed. The next month can be submitted | No | Process (a manager), or Reopen (an administrator, with a reason, until a later month is submitted) |
| Processed | The company has carried out its reimbursement process. Locked | No, and it can never be reopened | None |
| Expired | Overdue, and the company expires overdue drafts. Frozen, not paid, and not counted in running totals | No | Reopen (an administrator, with a reason, until a later month is submitted) |
See How a sheet moves.
Warning
Section titled “Warning”| Status | Meaning |
|---|---|
| Active | The condition that raised it is still true. It needs an explanation before the sheet can be submitted |
| Resolved | The condition has gone. The warning and any explanation stay in the history |
Person
Section titled “Person”| Status | Meaning |
|---|---|
| Current | Can sign in, and counts towards your plan |
| Former | Has a leaving date. Cannot sign in, and does not count towards your plan. Their history is kept |
Template, type, and similar lists
Section titled “Template, type, and similar lists”| Status | Meaning |
|---|---|
| Active (templates) / Available (types) | Offered when people choose |
| Retired | No longer offered. Claims that already use it are unchanged |
Billing
Section titled “Billing”| What you see | Meaning |
|---|---|
| “Your free trial ends in N days” | In the 30-day trial. Everything works |
| Status: Active | A paid subscription is running |
| Ends on | The subscription is cancelled and runs to the end of the period paid for |
| “Payment failed” | A renewal payment failed. There is a 7-day grace period while it is retried, and access continues |
| “Your trial has ended” or “Your subscription has ended” | The company is restricted. Everyone is taken to Billing |
| “Adding people is paused” | The company has been over its band for 7 days. Existing people keep working |