Option 1: Submitted → Approved → Reviewed
If your company has enabled the cost object approval, your submitted expense report first needs to be approved by the head of the cost object, which can be your line manager.
If the line manager approval is enabled, your manager is always responsible for approving your cost reports. An additional approval may be needed if your expense report exceeds an approval threshold.
You can check the status of the expense at any time under Current approvers.
After the expense is fully approved, it is forwarded to your finance team to review. Once it is both approved and reviewed, it is ready to be exported and paid out.
All actions are displayed at the bottom of each expense report in the History section.
Option 2: Submitted → Reviewed
If your company has either enabled the auto-approval feature or disabled either the cost object or line manager approval feature, your expense report is forwarded to your finance team for review immediately after you click Submit.
You see that the expense status switches to approved immediately after submitting it.
Once the report is reviewed, it is ready to be exported and paid out. All actions are displayed at the bottom of each expense report in the History section.
Option 3: Submitted → Approved
Based on your company settings, expenses may be automatically reviewed without the finance team manually checking it. Mostly expenses without warnings or without VAT that are below a certain threshold don’t require a manual financial review and are auto-reviewed.
All actions are displayed in the History section in each expense report on the very bottom.
Option 4: Fully automatic
If your company has both the cost object or line manager approval and the finance review features disabled, then your expense report is ready to be exported and paid out after you submitted it.
It is also possible that your expense report may sent back for revision or that it may be rejected.
How you can see the status of your expense report in the approval process is outlined in this article.