At a glance
This article outlines the different statuses for expenses in the relative tab.
Supervisors and accountants can view the different statuses of expenses in the tabs "Pending Approval", "Pending Controlling", "To-Dos" and "All".
Pending Approval
The "Pending Approval" tab
All the expenses shown in this list haven't been approved yet. The status gives you indication about the phase the expense is in:
Pending controlling: the expense hasn't been controlled by an accountant yet and is waiting for both approval and control.
Controlled: the expense has been successfully controlled and is now waiting for approval.
Pending Controlling
The "Pending Controlling" tab
All the expenses shown in this list haven't been controlled yet. The status gives you indication about the approval phase:
Pending approval: the expense hasn't been approved by a supervisor yet and is waiting for control and approval.
Approved: the expense has been successfully approved and is now waiting for control.
Note
If you only have the Accountant role or only the Supervisor role in Circula, the tabs listed above will appear as "To-Do's" (instead of "Pending Approval" and "Pending Controlling").
All
The "All" tab
This tab shows all the expenses ever submitted. The status gives you indication about their state:
Submitted: the expense has been submitted, but not approved or controlled.
Approved: the expense has been successfully approved by the supervisor, but not yet controlled by the accountant.
Controlled: the expense has been successfully controlled by the accountant, but not yet approved by the supervisor.
Approved & controlled: the expense has been both approved and controlled, and is now waiting to be exported.
Rejected: the expense has been rejected by either a supervisor or an accountant, and was sent back to the submitter for review.
Exported: the expense has been authorized and has been successfully exported in a report.
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