Report Statuses

In Expensify, every report moves through different statuses based on its stage in the approval process. Understanding these statuses helps ensure reports are properly submitted, approved, and reimbursed.

Status Definitions

• Open – The report is “In Progress” and has not been submitted.
  • If a report is also labeled Rejected, it means an Approver has sent it back for changes.
  • Open the report to review comments and make necessary adjustments.

• Processing – The report has been submitted and is pending approval.

• Approved – The report has been approved but not reimbursed.
  • For non-reimbursable reports, this is the final status.
• Reimbursed – The report has been successfully reimbursed.
  • If a reimbursed report is labeled:
    • Withdrawing – The ACH process has been initiated.
    • Confirmed – The ACH process is in progress or completed.
• Closed – The report has been finalized and is no longer editable.

When Reports Are Marked as Closed

A report is automatically marked Closed under these conditions:

• Individual Workspace – Reports are closed by default after submission.
• Group Workspace with Submit and Close Workflow – Reports automatically close upon submission.

For Group Workspaces using Submit and Approve or Advanced Approval Workflows, reports are finalized based on the expense type:

• Non-reimbursable expenses – The report is finalized when it enters the Approved state.
• Reimbursable expenses – The report is finalized when it enters the Reimbursed state.
  • This applies whether the report is reimbursed via Expensify or manually marked as reimbursed outside Expensify.
• Mixed reimbursable and non-reimbursable expenses – The report is finalized when it reaches the Reimbursed state.

For more details on report approval workflows, visit Expensify Help Center