Expense Workflow

An expense in Celoxis passes through various states as shown below.

Pending Approval
Pending approval indicates that the expense has been submitted for approval.
  • Anyone with Add Expense privilege can create an expense in this state.

Approved
Approved indicates that the expense has been approved by the project manager.
  • Once approved, that expense cannot be edited by the submitter. However, anyone with the Approve privilege can make changes to the expense.
  • Information from approved expense like cost and revenue are rolled-up to their respective work items and projects.

Rejected
Rejected indicates that the expense has been rejected by the project manager.
  • The submitter is notified through an email.

Invoiced
Invoiced indicates that the expense has been marked as invoiced.
  • Only expense marked as Billable can be invoiced.
  • Anyone with Invoice privilege can invoice an expense.
  • Once invoiced, the expense’s invoiced revenue are rolled-up to their respective work items and projects.