What do the expense filters under compliance and status mean?
Compliance
Memo
Memo added - The expense currently has a memo, regardless of policy.
No memo added - The expense doesn’t currently have a memo, regardless of policy.
Receipt
Receipt added - The expense currently has a receipt, regardless of policy.
No receipt added - The expense doesn’t currently have a receipt, regardless of policy.
Compliance
Flagged for missing memo - The expense policy says this expense needs a memo, but none has been added.
Flagged for missing receipt - The expense policy says this expense needs a receipt, but none has been added.
Flagged for missing attendees - The expense policy says this expense needs attendees, but none have been added.
Flagged for other reasons - The expense policy has flagged this expense due to another policy rule (disallowed merchants or merchant categories, invalid receipt, others).
Status
Approval Status
Submitted/Repayment requested - An expense is submitted for approval, but is currently either waiting on approval, missing receipt or memos according to the expense policy, or is awaiting repayment.
Approved - An expense is approved and fully compliant with the policy.
Canceled - An expense was canceled after being submitted.
Denied / Pending repayment - A reimbursement or card expense was denied or is pending repayment.
Payment Status
Processing - The payment for an expense is processing. For card expenses, the payment is pending and hasn’t cleared yet. For reimbursements, the funds are currently being sent to the employee.
Declined/Failed - The payment for an expense failed. For card expenses, the payment was declined. For reimbursements, the payment failed to be processed. Please see the details panel for detailed reasons why a payment failed.
Completed/Paid - The payment has been completed or paid to employees.
Chargeback - The expense was charged back due to a dispute.