Purchase and expense statuses

On Yordex you will find that every purchase and every expense has a status to indicate their stage in the approval/payment process. You will find the following statuses: 

Not submitted

A new purchase/expense has been created but has not been submitted yet. To submit an expense, ensure that the receipt is attached and a cost allocated which is described in this article. For purchases, ensure that the required fields are completed. See this article if you are having difficulties with the purchase fields.

Not approved 

The purchase/expense has been submitted and is now pending approval by the approver(s). See this article to learn more about the available approval rules in Yordex. 

Approved 

The purchase/expense has now been approved and is awaiting payment. A subscription or recurring purchase order will remain in this state until the subscription period ends and all the monthly payments have been made. Each monthly payment will appear against the purchase under 'Payment Terms' and will have a separate payment status.

Completed

The status 'Completed' will display once a purchase/expense has been approved and the payment has been made. You will find the payment details when clicking on the purchase/expense. 

Closed

Purchases/expenses are 'closed' when they been rejected, when they are no longer desired or when it concerns a refund. The 'closed' status allows you to maintain visibility into purchases/expenses that did not actually go through or were refunded, rather than deleting them altogether.